The ability to view and accept quotes online makes it easier for your customers . To create the External View for the Quote, an Email Template needs to be constructed created with the link to the Quote online.
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Note: You can tick the box beside Open link in new window if you want the quote acceptance link to open as a separate window when clicked by your customer.
4. The text should automatically change to blue font with underline as it is now a clickable quote acceptance link.
5. Click Save to proceed with the changes.
Viewing the External Quote
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After clicking the accept button, a pop-up appears for a user to digitally sign the acceptance and enter their name.
Notification of Quote AcceptanceAcceptance
Once a customer accepted the Quote online, a notification will be emailed to the associated user.
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