View Documents In One Place
Your customer can quickly view the documents that you've attached to the quote.
All related documents can be downloaded as a zip file.
Accept or Decline
Using the web viewer, customers select Accept or Decline. Once a quote is accepted, customers will be redirected to another screen to sign the quote.
Customers can accept, sign and provide a customized message to you.
Once a quote is Accepted, the sender is notified. Declined? Your customer has the option to provide feedback or changes required at this time to help keep the process moving forward.
No printer? No problem. Customers can sign the quote electronically and you can close that sale.
Keeping Up With Your Quotes
Review Status: Get notified in real-time via email and in AQ when statuses change in the Review Status column in the Projects tab.
Email History: View the quote's history at a glance in the Details panel of the Projects tab.