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Send for quote for Signature

There are a number of ways to send a quote for a customer to sign.   These are:

  • Print and send
  • Download the PDF and send in an email
  • Send for an digital signature

If you want to send for a digital signature & sign-off do the following:

Within the quote (whilst editing) set the status to "Send Quote to Customer to Sign" and click Save

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Once Saved you will notice that the status has changed to "Quote Send for Authorisation"

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Tip:  You can check if the quote has been sent by looking at the section called Customer Sign-Off.  You should see a checkbox to confirm if the quote has been sent.

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The customer can seen the quote and click the link to accept

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From here the customer can accept the quote

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Tip: Once the customer has accepted the quote the Account manager will receive a quote accepted confirmed email to proceed to the next phase.

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