Client Invitation Email Templates: VIPER Admin Site

Whenever you deliver a proposal to a client with VIPER, the system will automatically generate an email that auto-populates with the client name, employee name, etc. This email can be edited each time it is sent by the individual salesperson, but the Site Administrator can edit the template from within the Admin Site. To change this email template, click on the "Settings" tab in the main header, then click on the "Templates" tab under the Site Admin Only tab on the left side of the screen. 

At the top of the page will be the Client Invitation Email Template. You can make any desired changes to the template below. Note that changes made here will apply to all VIPER offices/locations. 

You may also send a test of your email template by going to the second section on the page: Send Test Client Invitation Email. Choose a program from the dropdown menu and click send test email. The email will be sent to the person specified on the "Site" configuration tab.