Support
Setup
To configure your default email template for your account, go to Account > Account Settings in the Admin section of the navbar. Then click on the Mail Template tab and enter your default content. You can use an email signature and whatever default content you want to use. (Note that you can override this template for automated Lead Magnet responses and when sending a proposal through Mimiran.)
Pro Tip: If you want an easy way to insert a link to the content with the name of the content, you can use the “Link to View with Name” merge field.
If you want to let colleagues view (but not edit) other users’ proposals, all you have to do is add them as a user. By default, regular, non-administrator users do not have edit permissions on proposals they don’t own.
If you want to let users edit each other’s proposals, go to Account > Account Settings > Details, and select “
Note that admin users can edit any proposal in the system.