Account Details

Company Details:

Add your company contact information here that will be displayed on all created documents.

note: The user activity report allows you pull all data logged by each user for a date range.

Email Templates:

Use the drop down to select the template message you would like to customize for your customers.

Proposal Settings:

This tab allows you to set permanent fuel and waste charge percentages.

Notifications:

Adding an email address to this field will allow that user to receive approval notifications for all proposals regardless of salesperson.

Subcontractor:

Enter email addresses here to add other Arbornote users as subcontractors for your company.

Lead Source:

Manage lead source tracking by creating a list of lead sources to this tab. Once list is created you can use the lead source drop down menu in the proposal creation screen to add lead source tracking.