Currently there is only one email template to go to clients once they have approved a proposal. There is no way to customise this according to what template was sent (renewal/proposal/LOE). Could this be moved so that it is an email template within each proposal type.
James Pullein
Yes please, I second this, there is also only one template used for Reminder emails to sign Engagement letters and the system uses Additional signatory email template, these should not be the same templates