esign
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?
Posts
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...
"Resend the Estimate" - Does it only send to the contact the estimate originally sent to?
We're strictly B2B. Our Customers usually have multiple contacts listed under them. Under each location are also multiple contacts. When using the Resend the Estimate feature, will it only send to the contact to whom the estimate was originally sent?...
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...
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 ...
