Before You Dive In
This article is one step from our Master Help Guide: All About Proposals & Invoices. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Learn how to fully set up and customise your proposal settings in Ivorey
Understand how to manage proposal document, product invoicing and notifications settings
Set up automated proposal reminders and notifications, connect branded email templates, and configure customer and team notifications
BONUS GIFT: We'll customise all the default email templates in your account with your unique logo, image and signature, to help shortcut the steps later on in this training. Submit your images here and it will be completed within 1-2 business days.
Step 1: Customise Your Proposal Email Templates
We have created pre-made email templates for you that are available inside the Template Library. They are pre-filled with custom values that will automatically pull in customised data to send, such as your Proposal URL and recipient name.
Click here for the written steps:
Click here for the written steps:
From the main Ivorey™ menu, go to Marketing > Emails > Templates
You'll see email templates we have already pre-loaded into your account under the Document Notifications folder
Alternatively, you can reach out to the Ivorey Support Team via the Chat Widget and ask us to import the Document Notification Emails Folder into your Account so you can start customising these straight away!
To edit the email templates, click on each email to open the email builder to customise to your branding by adding your own unique colours, and images. Be sure to keep the custom values we have added as these will automatically pull in your members name, email, Proposal URL etc.
Once done, hit [Save]
Step 2: Customise and Setup Your Proposal Settings and Automated Email Templates
This video will walk you through setting up your automated emails, customising your Proposal settings, ensuring your expiry reminders are set up and your branded email templates are pulled into your customer notification settings.
Click here for the written steps:
Click here for the written steps:
From the Ivorey™ main menu, go to Payments > hover over Documents & Contracts > then select [All Documents & Contracts]
Click on the [Settings] button on the top right of your page and work your way through each of the Proposal setting tabs
a. Under Customer Notifications you can now pull in your branded email templates if you opted to customise them. Work your way through each notification and from the drop down menu select the relevant template for each. Once complete, click the [Save] button on the bottom right-hand corner
If you want the system default templates, you can skip this step
b. Under Team Notifications you can edit these default email templates and turn them ON or OFF
c. Next under Product Invoicing, you can decide how and when you'd like your invoice to be sent once the proposal has been accepted and signed
Direct Payment: To redirect the user to the invoice immediately after signing is completed instead of waiting for them to receive an invoice in their email & then complete the payment you can toggle this ON
Product Invoicing: To automatically send an invoice using the Products associated with the document once the document has been completed you can toggle this ON
Note: If Product Invoicing is toggled off, an invoice will be created but left in Draft status
d. Next under Document Settings you can set up a redirect URL for customers to be redirected to a custom page or URL after signing the document, set up a default document expiration date, as well as control signing settings
Frequently Asked Questions
What happens if a client partially signs but doesn’t complete the document?
What happens if a client partially signs but doesn’t complete the document?
If a document requires multiple signers and only some have completed their sections, the document will remain in Waiting for others. You can resend the document to any outstanding signers directly from your dashboard. The document will only be marked as Completed once all required signers have finished signing.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍