Location: Practice Management module > Settings > Document Templates
Once in Document Templates, click 'New Template'
Enter the Template name, choose between an Engagement or Proposal Letter and click Continue
Paste your custom Letter of Engagement/Proposal template here and ensure to not delete any of the tags which are as follows; [proposal.price_summary], [practice.name], [client.name], [proposal.commencement_date] & [proposal.end_date]. Insert those tags in areas that are grammatically correct as the system will use the tags to pick up information about the client and/or your practice.
Paste your custom email here, again ensure none of the tags are deleted. Once happy, click save.
Click here to watch how to set up Custom Proposal/LOE Templates