Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

...

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.

...

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. 

...