Switching back and forth between multiple platforms can be laborious and inefficient. DL 2.0's email to client feature is essential to saving you and your team time by sending proposals and invoices direct to your client at the touch of a button. All while keeping your documents organized, and reducing any unwanted attachments or confusion.
In these Best Practices, and Short Video, we are going to show you how to utilize the email to client feature in Designer Link 2.0. The bottom of this page also includes related articles and frequently asked questions.
VIDEO TUTORIAL
BEST PRACTICES
BEST PRACTICES
Creating Email Templates:
Email templates are used to save you time when sending proposals/invoices to clients. Feel free to save a subject, body, any attachments such as terms, and the payment links as needed.
Sharing Email Templates:
You can also share email templates with your team once made. Just make sure to hit the "Manage Email Templates" button, and hit "Share"
Understanding the Payment Button:
In order to accept a credit, debit or ACH payment via DesignerLink's Email to Client modal, you will need to set up a payment processor with your account. (if you need one, please reach out to us to assist)
Add Payment Link:
This button will add a link to your email where your client can submit their Credit, Debit, or ACH payment directly. Please note, this button will only appear after the email is sent from the system.
Add Payment Processing Upcharge
When you click this button it will add an upcharge to the payment button, to pass on to your customer, any processing fees. Please reach out if you would like one.
Client's Perspective:
While you will likely have access to the email and how it looks, here are some images and explanations to help you better understand what is being sent.
Proposal:
Where clients have the ability to approve or reject proposals/estimates, add comments, and/or submit payment.
Note: the "Review" button will bring you directly to that proposal to approve or leave comments. This button will show even if a Client does not have Portal access.
Invoice:
Where clients have the ability to view invoices, and submit payment.
Monitoring Email Dates:
If you would like to check on the most recent date an email was sent via the Email to Client button, you can do so from your Proposal Report view.
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
If I want to always have the Add Payment Link and the Add Payment Processing Upcharge checked off -- what's the best way to do this?
Create an Email Template that has these two fields checked off, and then press the Save as Template button.
Why is my invoice not showing in my client's portal for approval?
While clients cannot physically approve an invoice, they can view it from the client portal. As a designer you must check the "Published" box at the top of your screen for it to show up in their portal.
Can I change the Proposal/PO/Invoice document number?
The document number cannot be changed (ie. The-Bal-411100, Invoice I-266849, etc.). As a workaround, you can change the email subject line and save it as a template, to provide your client with a little more information.
Is there a way to CC more than one person on an email?
Yes! in the "Email 2" Field, please make sure to add your multiple emails. You just need to make sure they are separated by a comma and it should be all set!
And that is how you utilize the Email to Client feature. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].