My tech sent an esign to his customer, the customer states he did sign it but we can't find the proof that he did, where would that be found?

espencer1 by New Contributor
  • 4 replies
  • 0 kudos

Multiple estimates sent- customer approves... which one?

It has become a huge headache when sending multiple estimates out to customer and they reply "I approve" but you don't know which one they're approving. It's great that there's a button that will email all estimates but we do not know which one custo...

marielaa_0-1703189678434.png marielaa_1-1703189701098.png marielaa_2-1703189775975.png
marielaa by New Contributor II
  • 2 replies
  • 0 kudos

Resolved! Add Clickable Link to Estimate Email

Hi All,When we email estimates to customers, we also need to include a link in the email body that, when clicked, will open renderings of the closet we designed for them. I currently paste the link into the email body. However, most email clients are...

sgoodger by New Contributor II
  • 5 replies
  • 1 kudos

Lock Estimates

It would be most helpful if once an estimate was sold whether it was electronically signed using the email link or manually marked sold by a representative if the estimate would be locked and not able to change lines items or quantities. An estimate ...

seemore by New Contributor III
  • 1 replies
  • 0 kudos