It's great when a new client accepts their first proposal. But wouldn't it be awesome if you could get additional details from them without having to do it yourself?
Practice Ignition allows you to put a hyperlink to a Google form or Typeform on your acceptance message so your client can provide more information about themselves.
How does it look like?
Below is a sample acceptance message with a link to the form:
How do I set it up?
1. Open the Library → Notifications tab on the left menu
2. Click on the Proposal accepted email template.
3. Here, you'll be able to type a message that you would like your clients to see after they successfully accept your proposal.
This is where you can insert a quick link to a client form to collect further details.
To insert a hyperlink, wrap the text with quotation marks (") and immediately follow it with a colon (:) and the link.
Here's a "link to Practice Ignition":http://practiceignition.com
Which will display as:
4. Click on 'Save Template' and you're done!