Proposals – Templates and Constants
September 26, 2024The Templates and Constants feature in Proposals allows for predefined values and calculations to be built into proposal templates. These constants can streamline calculations and ensure consistency across proposals. They can be shared across subaccounts within an account tree, ensuring consistency while allowing local modifications.

Constant Concepts
- Constants as Placeholders:
- Constants serve as placeholders for values that are commonly used in proposals. These placeholders allow you to apply specific values, such as labor rates or material costs, in a consistent way across multiple proposals.
- Defined at the Proposal Bid Type Level:
- Constants are defined at the Proposal Bid Type level, where they are assigned a name and an enterprise-level value. This enterprise value serves as the default, ensuring that all proposals based on this bid type use the same predefined data for consistency.
- Local Adjustments at the Subaccount Level:
- Although constants are defined at the enterprise level, their values can be updated at the subaccount level to represent local conditions (e.g., regional labor rates). This feature provides flexibility, allowing subaccounts to adjust the constant values without altering the template structure or logic.
Proposal Line Item Use Concepts
- Planning Constant Use:
- It is important to carefully plan how constants will be used in your templates. By predefining critical data points, such as labor rates or sales tax percentages, you ensure that proposals are built with accurate and consistent values.
- Best Practice: Plan out which proposal fields will benefit from constant use and where these constants should apply. Understanding how constants influence calculations will help streamline future proposals and ensure accuracy.
- Using Constants in Formulas:
- A key advantage of constants is their ability to be used in formulas for more complex calculations. For example, you can use constants to calculate labor or material costs based on predefined values, which can then automatically adjust based on other inputs.
- Best Practice: Using constants within formulas (e.g., multiplying a labor rate by the number of hours) provides flexibility and ensures that changes in the constant are reflected automatically in all related calculations.
- Avoid Using Constants as Default Values:
- While constants are helpful in calculations, using them as default values for fields can lead to complications when putting a line item on a template. For example, if a constant is set as the default for a specific field and used on a template, the constant is filled with the value when the line item is put on the worksheet. Therefor when the template is saved, the field value is saved not the constant placeholder.
- Best Practice: Avoid setting constants as default values in proposal line items. Instead, use constants for calculations, allowing the system to dynamically apply the correct values based on the context of the proposal.
Using Constants in Templates

- Defining Constants:
- In the Bid Types tab of Proposal Setting, constants are defined with labels, field types, and default values.
- These constants can be used for default values, calculating totals, material costs, labor rates, and other frequently used values.
- Example:
- Field Label: Constant in Default Value
- Field Value: Number, Calculate, Text
- Constant Key: This is created by the system to guarantee uniqueness
{c_Labor Rate_48}
- Sharing Templates with Subaccounts:
- Once constants are built into a template (visit Proposal Templates), they can be shared with subaccounts. The subaccount will inherit the template but can adjust constant values as needed to reflect their specific circumstances (e.g., local labor rates or taxes).
Advantages of Using Constants in Templates
- Time Efficiency: Predefined constants reduce the need for manual data entry and streamline proposal creation.
- Uniformity: Using constants ensures consistency in calculations, especially when templates are shared across multiple subaccounts.
- Flexibility: Constants can be adjusted at the subaccount level, allowing for local variations without altering the core template.
Notes / Log-a-Call Templates
July 16, 2024Feature Overview:
The Notes / Log-a-Call Templates feature in ClientTether CRM allows users to create and manage templates for repetitive communications. This functionality is designed to streamline the process of capturing and documenting interactions within a contact’s record, ensuring consistency and efficiency.
Accessing Notes / Log-a-Call Templates:
- Navigate to Action Plans / Template:
- From the main navigation menu at the top, mouse over the “Action Plans (Template)” item.
- In the dropdown menu, scroll down to the “Templates” section and select the desired Template “Notes/Logs”.
- Viewing and Managing Templates:
- The “Notes/Logs Templates” page displays a list of existing templates.
- You can view the names of the templates and perform actions such as editing or deleting them.
- To add a new template, click on the “+ Add New” button.

Creating or Editing a Notes Template:
- Initiate Template Creation or Editing:
- Click on the “+ Add New” button to create a new template.
- To edit an existing template, click on the edit icon next to the template name.
- Template Editor:
- In the “Edit Notes/Logs Template” dialog, enter a name for the template in the “Name” field.
- Use the rich text editor to format the template content. The editor supports various text formatting options such as font size, bold, italics, lists, and more.
- Example of a template structure for a “Bug Report Outline”:
- Report Header:
- Title: A brief, descriptive title that summarizes the issue.
- Reported By: Names of the persons reporting the bug. Include Account Name and CSM Name.
- Date Reported: When the bug was first noticed and reported (YYYY-MM-DD).
- Priority and Severity: Define the urgency and impact of the bug (Low, Medium, High).
- Environment and Configuration:
- Browser Name and Version: The version of the software where the bug was found.
- Operating System: OS details including the version.
- Report Header:
- Save or Delete Template:
- After entering the template content, click on the “Save Template” button to save your changes.
- To delete the template, click on the “Delete Template” button.
Using Notes Templates in Contact Records:
- Accessing Contact Records:
- Go to the “Contact” tab in the main navigation menu and select a contact from the list.
- Click on the Contact’s Name to open the Contact Profile.
- Applying a Template:
- In the contact’s record, navigate to the “Whiteboard” section.
- Select the “Add Note” or “Log-a-Call” option.
- Click on the “Choose a template” dropdown menu and select the desired template.
- Appending Template Content:
- The content of the selected template will be appended to the editor field.
- You can further customize the content as needed before saving it to the contact’s record.

By utilizing the Notes / Log-a-Call Templates feature, users can ensure that their communications are standardized, comprehensive, and efficient, thereby enhancing the overall productivity and consistency of their CRM interactions.
Release Notes Jan 2024
January 4, 2024- Bulk Change to a Sales Cycle now updates Milestones
- Action Plan Step – Change Contact Type
- also requires Sales Cycle Setting
- can’t be blank
- Contact Profile – Quarantine Email now shows a reason
- Duplicate lead Accepted now launches Action Plan
- Duplicate leads created from simple lead form has been stopped
- Improvements to Username or Password Reset
- SMTP Settings UX improvement
- Searchable list of Accounts (in more places)
- Searchable list of attachments
- Contact List Search improvements
- Calendars – 2 way sync with new External Calendar Sync
- Franchise Estimate Count Report
- Emailed properly
- Links to raw data
- User Settings
- password changed immediately effects access
- archived user immediately effects access
- Archived User removed from New Lead Email
- Lead Routing – Duplicate Check for Multi-level Accounts to Subaccounts by Round Robin
- Notifications –
- Archive search to include contact name
- View Assigned User in right side panel
- Proposal
- Bid Type Multiplier
- Clear Signature now generates a History Note
- Show more of the Field Header for longer fields
- Block Editor – Cover Page, About Me, Terms and Conditions – Limited Release
- Thumbtack Integration to accept Appointments
- Templates for Notes / Log-a-Call
- Contact Profile
- Quarantine Email – now shows a reason
- Opportunity Count shows above the field
Hosted Pages: New Meeting Scheduler
March 30, 2023The New Meeting Scheduler replaces the previously released Online Scheduler, which will be removed once we get all Users converted.
There are three main steps to using Hosted Pages.
– Set-up the Hosted Page: New Meeting Scheduler
– Assign the Hosted Page Token to a Template
– Send the message to a Contact
In the video above, step 1 and 3 are described. Step 2 is covered in a video regarding Templates.
Simplify Your Scheduling Process with New Meeting Scheduler
We are excited to announce the latest addition to our platform that will simplify your scheduling needs. With the New Meeting Scheduler in ClientTether, managing your schedule and appointments is easier than ever before. Here are the advantages that come with our New Meeting Scheduler:
Effortless Booking Experience: With our New Meeting Scheduler, your clients can quickly and easily book appointments without the need for back-and-forth emails or phone calls. The form prefills with contact information, which reduces data entry and provides a more professional experience.
One Scheduler form for New Leads and Existing Contacts: Our New Meeting Scheduler can be used for both new leads and existing contacts, which makes it convenient to manage all of your appointments in one place.
Access to Event and Action Plans: The New Meeting Scheduler gives you direct access to Event and Action Plans, so you can communicate with your clients more effectively.
Customizable Scheduling Page: You can customize your scheduling page to reflect your brand and business. It uses your ClientTether header settings, allows you to change the icon colors, and personalize the messaging. This makes the scheduling process more professional and consistent with your brand.
Automated Reminders: New Meeting Scheduler attaches Event Plans and Action Plans to send automated reminders to your clients regarding their appointment. This reduces the likelihood of missed appointments and saves you time and effort. With Event and Action Plan, you can set reminders to be sent a day, hour, or even minutes before the appointment.
Calendar Integration: The New Meeting Scheduler checks with your ClientTether Calendar, which in turn can sync with Google and Outlook Calendars. This means that when a client books an appointment with you, it will automatically appear on your calendar on whatever device you use. This eliminates the need for manual data entry and reduces the risk of double-bookings.
Real-Time Availability: Your clients can see your real-time availability when booking an appointment. This means that they can choose a time that works for them without the need for back-and-forth communication.
With the New Meeting Scheduler in ClientTether, you can save time, reduce confusion, and provide your clients with a seamless booking experience. Plus, with our customizable scheduling page, you can ensure that your brand is consistent throughout the entire customer journey.
In conclusion, our New Meeting Scheduler feature is a game-changer for businesses looking to streamline their scheduling process. Try our scheduling feature today and see the difference it can make for your business.
ClientTether Meeting Scheduler Feature Documentation
Overview
ClientTether’s meeting scheduler is designed to optimize your daily schedule by grouping appointments within a reasonable drive time. This ensures that your appointments are efficiently managed, minimizing travel time and maximizing productivity.
Setting Up the Meeting Scheduler
- Accessing the Meeting Scheduler
- Navigate to the “Hosted Page -> Add/Edit ” section in your ClientTether Settings.
- You can either create a new meeting schedule or edit an existing one.
- Meeting Details
- Meeting Name: Enter the name of the meeting.
- Description: Provide a brief description of the meeting.
- Appointment Length: Set the duration of the appointment.
- Wrap-up Time: Specify the time required to wrap up after the meeting and drive to the next.
- Advance Notice: Choose how much notice you need before the meeting.
- Users: Select the users involved in the meeting.
- Type: Choose the type of meeting location:
- At my office location – Enter Office Address
- At contact’s location – Enter Default Address (starting location)
- At phone-click to call
- Video conference – Enter Video Conference URL
- Notes Label: Add any specific notes related to the meeting.
- Appointment Theme Color: Select a theme color for the appointment.
- Appointment Font Color: Select a font color for the appointment.
- Optimizing the Schedule
- Drive Time Calculation: The scheduler computes the drive time between appointments to keep them grouped by geolocation. This helps in avoiding long travel times between meetings.
- Wrap-up/Drive Time: Set the wrap-up and drive time to ensure there is enough time between appointments for travel.
- Default Address: Specify your starting address for the day. The first appointment scheduled on a day sets the geolocation for that day, and all subsequent appointments will be arranged around this location.
- Configuring Days and Time Slots
- Expand the “Available Days/Time of Day” section to restrict the days and times offered for appointments.
- This ensures that potential site opportunities are only offered within your available time slots.
Example Scenario
Imagine you are managing a territory in the Denver Metro area, with appointments that could range from Fort Collins to Colorado Springs. The drive time from one end to the other can be over 2 hours. By using ClientTether’s schedule optimizer, you can ensure that your appointments are grouped by location, minimizing travel time and optimizing your schedule.
Basics to Remember
- The first appointment scheduled on a day sets the geolocation for that day.
- All subsequent appointments must work around the initial location.
- Control the drive time by setting the appropriate wrap-up/drive time and default address.
By following these steps, you can effectively set up and utilize ClientTether’s meeting scheduler to manage your appointments efficiently and minimize unnecessary travel time. Both the Main Appointment time and the Wrap-up/Drive Time will show on the calendar.

Increase Email Open Rates with Video Content – Here’s How to Include Videos.
February 22, 2023Adding videos to emails can bring numerous benefits to your email Templates and Action Plans. Here are some of the key advantages:
- Increased engagement: Videos are a highly engaging form of content that can capture people’s attention and keep them interested for longer. When you include a video in your email, you provide your audience with an immersive experience that can help you stand out from the competition.
- Improved click-through rates: According to research by HubSpot, adding a video to your email can increase click-through rates by up to 300%. This is because videos are more compelling than static images or text, and they can encourage people to take action.
- Higher conversion rates: When people are engaged with your content, they are more likely to take the desired action, whether it’s making a purchase, filling out a form, or subscribing to your newsletter. According to Campaign Monitor, including a video in your email can increase conversion rates by up to 80%.
- Better retention: Videos can help you keep your audience’s attention for longer, which can be particularly useful if you are trying to explain complex concepts or showcase your products or services. By providing an engaging and informative video, you can improve the chances that your audience will remember your message and take action.
- Improved open rates: According to research by HubSpot, adding the word “video” to your email subject line can increase open rates by 19%. This is because people are curious about video content and are more likely to open emails that promise a video experience.
In summary, adding videos to your emails can be a powerful way to increase engagement, improve click-through rates and conversion rates, better retain your audience’s attention, and boost your open rates. With the right approach, videos can help you create a more compelling and effective email marketing campaign.
Building Tokens in URLs
February 20, 2023The expansion of Tokens has lead to an increase of Users asking about how to build Tokens into custom links or URLs inside of ClientTether. We hope the above video will help your understand this feature.
The first step is understanding what data the URL will accept in the form of Key:Value pairs. In our example the Survey Monkey form will accept three Key:Value pairs:
n:Name, dept:Department (or Company in our case) and t:Title
Next you need to know what tokens in ClientTether are going to provide you with the values you desire. In this example it is {{client.firstName}}, {{client.compName}} and {{client.job_title}}.
Then it is just a matter of putting them together to form the URL.