Through the Client Portal feature, your clients will be able to not only view their quotes and accept them with Formitize's QuoteAccept module. They can also request a quote if you have a webform set up with accessibility for the customers to submit.
The QuoteAccept feature in conjunction with the Client Portal offers several advantages:
- Instant Acceptance: Clients can quickly view and accept quotes with just a click, streamlining the approval process.
- Mobile-Friendly: The feature is designed for use on both computers and mobile devices, ensuring accessibility and convenience.
- Efficiency: By enabling clients to accept quotes instantly, businesses can reduce the time spent waiting for approvals and move forward with projects faster.
To grant access for customers to view their quotes, in the Web Portal go to the Settings cog > Client Portal > Client Portal Settings > scroll down to the Portal Settings and select Quotes.
You can make sure that you have QuoteAccept enabled by going to the Settings cog > Accounts > Quotes > scroll down to QuoteAccept and select Yes under Enable QuoteAccept. Then enter the email address that you would like your client's accepted / declined notifications to go to, so that you know when they have accepted or declined a quote.
