---
title: "customise proposal settings and automated emails"
description: "Learn all about custmising your proposal settings and automated emails, access our step-by-step instructions, FAQs, and everything you need to know!"
url: https://help.ivorey.io/en/articles/13442021-customise-proposal-settings-and-automated-emails
collection: "payments"
updated: 2026-11-01
language: en
---

# customise proposal settings and automated emails

Learn all about custmising your proposal settings and automated emails, access our step-by-step instructions, FAQs, and everything you need to know!

## before you dive in

This article is one step from our [Master Help Guide: All About Proposals & Invoices](https://cqcighsbi.gleap.help/en/articles/10725041-all-about-proposals-and-invoices-a-master-help-guide). We recommend starting with 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​
    

> **Info:** 🎁 **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](https://links.ivorey.io/widget/form/1ofXlUKWGgjTHlcoq2NH) 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

1.  From the main ivorey menu, go to **Marketing** > **Emails** > **\[Templates\]** tab​
    
2.  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!​
    
3.  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.​
    
4.  Once done, hit **\[Save\]**
    

* * *

## step 2: customise and setup your proposal settings and automated email templates

click here for the written steps

1.  From the main ivorey menu, go to **Documents** > **Documents & Contracts** > **All Documents & Contracts**
    
2.  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
    

* * *

## next steps

> **Success:** If you’ve completed the steps above, head back to the [Master Help Guide: All About Proposals & Invoices](https://cqcighsbi.gleap.help/en/articles/10725041-all-about-proposals-and-invoices-a-master-help-guide) to move onto the next phase.
>
> 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.​​

* * *

## frequently asked questions

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.

why is the “document received” notification toggle greyed out?

The “Document received” notification is a system-default setting and can’t be turned on or off manually. Because of this, the toggle appears greyed out in the notification settings.

This behaviour is intentional and applies to all accounts. When a document is received, the notification is handled automatically by the system.

* * *

## 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](https://ivorey.io/services) 🤍

## Related

- [all about proposals & invoices: a master help guide](https://help.ivorey.io/en/articles/10725041-all-about-proposals-and-invoices-a-master-help-guide.md)
- [create a proposal template and configure settings](https://help.ivorey.io/en/articles/12945325-create-a-proposal-template-and-configure-settings.md)
- [create an invoice template](https://help.ivorey.io/en/articles/12945376-create-an-invoice-template.md)
- [customise invoice settings and automated emails](https://help.ivorey.io/en/articles/12945433-customise-invoice-settings-and-automated-emails.md)
- [create and send proposals using a template](https://help.ivorey.io/en/articles/13631307-create-and-send-proposals-using-a-template.md)