FAQ's
When your clients receive the QuoteAccept link, they can easily access it on any device, mobile or desktop. The QuoteAccept page presents a concise summary ...
Fri, 23 Aug, 2024 at 11:29 AM
You can change the Quote email content by going to your Quote Settings. Here you can update the wording used for the email, along with the Placeholders ...
Tue, 28 May, 2024 at 11:31 AM
QuoteAccept is a convenient feature that assists in streamlining the process of customers accepting or declining a Quote that you send to them. They can vie...
Fri, 23 Aug, 2024 at 11:34 AM
Yes. Sending a quote via SMS is possible by going to Accounts > Quotes > select the Send / Share icon at the right end of the Quote. You can do th...
Wed, 13 Nov, 2024 at 10:52 AM
Quote and invoices now generate QR codes, which can be scanned by a mobile device so that a customer can access them while you or your employees are on site...
Tue, 26 Nov, 2024 at 1:31 PM
See below, a brief walkthrough video about QuoteAccept:
Thu, 17 Oct, 2024 at 11:08 AM
If you would like a title for your Quotes, you can add or change it in the Web Portal by going to the Settings Cog > Accounts > Quotes. There will be ...
Fri, 29 Nov, 2024 at 11:13 AM