One of the biggest benefits of the Online Quote is that the client can directly accept a quote within the webpage and the job costing option will be updated automatically. Additionally, the client can enter information you need to gather just before accepting the quote. Information provided by the client will also update the job details. In article ‘Online Quote Design Fields Available’, fields you can use to display information on the web page are described and in article ‘Online Quote Design Fields Available’, fields the client can enter are described.
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In Diary tab:
New ‘Online Customer Quote Accepted’ Diary Action (see figure 1)
Additional notes of the Diary Action will include:
Path to the signature file saved and the signature date,
Path to the PDF of the webpage accepted file saved,
If Terms and Conditions were accepted (see figure 2),
Additional information provided by the client (prompted to enter in Acceptance section), see article Design Online Page for the data that you can request from your client to provide,
Comments entered (if any) in the free text ‘Special Requirements’ by the client on acceptance (see figure 3),
Accepted and Declined Pricing Options (including optional services selected or not) (see figure 4).
New ‘Online Customer Quote Accepted Email’ Diary Action,
An email is automatically sent to the client. By default, the email will contain the accepted pricing options, inclusions and exclusions, information entered by the client in the acceptance form, and sale representative contact. See section ‘Automated Confirmation of Acceptance Email’ below.
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