To send a quote for approval, you will first need to be on the "List" tab. For more information on how to access this page, please see the View Quote section.
Once you are on this page, there are three different ways you can send your quote to your customers for approval:
Select the desired quote ID and when the View Quote pop-up window appears, click on the Individual Actions button:
From the drop-down select the desired option (e.g., "Email Quote To Customer," Email Quote Approval to Customer," or "Text Quote Approval to Customer").
Right-click on the desired quote and from the drop-down select the appropriate option (e.g., "Email Quote To Customer," Email Quote Approval to Customer," or "Text Quote Approval to Customer").
You can select the More Actions button from the Global Actions and from the drop-down select the appropriate option (e.g., "Email Quote To Customer," Email Quote Approval to Customer," or "Text Quote Approval to Customer"). Please note that this option will give you the ability to email multiple quotes at once.
Click on the Individual Actions button and from the drop-down select the appropriate option (e.g., "Email Quote To Customer," Email Quote Approval to Customer," or "Text Quote Approval to Customer").
Regardless of how you choose to select the "Email Quote to Customer" option, you will be brought to the Email Quote to Customer pop-up window.
Please note that the "Email Quote to Customer" option will send a copy of the quote and a link where they can view and digitally approve the quote.
In this pop-up window, you will be able to edit the message, the email recipient, and the subject line. Your company logo, address, contact information, and the link to approve the quote will automatically be included in the message.
If you would like to adjust or update your logo, please see the Set Up Your Business Information page.
Once the customer clicks on the emailed link, they will be brought to the webpage where they can view and digitally approve the quote or request changes:
Regardless of the method chosen, once you select the "Text Quote Approval to Customer" option, you will be able to text the customer their quote.
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Once you select the "Text Quote Approval to Customer" option from the drop-down, the Text Quote Approval to Customer pop-up window will appear.
When this pop-up window appears, you can input the phone number and edit the message as you would like. Once you are satisfied with your message click on the Send button:
