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A customer answers a quote online and the rep sees the proof

CRM & Sales PipelineNotification CentreContracts & E-SignatureSales Orders & Fulfilment

Who is involved

RoleWhat they do
Tenant adminTurns online quote acceptance on for the company.
Account executiveSends the quote, shares its customer link and reads the customer's answer.
CustomerReads the quote without signing in, then accepts, declines or signs it.

Step by step

  1. Tenant admin

    Turns on Online quote acceptance and e-sign in Settings → Features, in the CRM section.

    What they see:The switch is on; it is off for every company until then.

  2. Account executive

    Sends the quote, presses Copy customer link in the Customer's answer card and pastes the link into a message to the customer.

    What they see:Customer link copied, with the date it stops working; the card counts the links still open.

  3. Customer

    Opens the link, with no account.

    What they see:The quote's lines, VAT per rate, totals, terms and its PDF, with Accept, Decline and, when the company has Contracts signing, Sign electronically.

  4. Account executive

    Opens the quote while waiting.

    What they see:The card says when the customer opened the link and that no answer has come yet.

  5. Customer

    Types their full name, ticks I accept this quote and presses Accept the quote.

    What they see:Thank you — this quote is accepted.

  6. Account executive

    Opens the quote from the notification in the bell.

    What they see:Accepted, with the customer's name, the time, internet address, browser and the PDF version and fingerprint they accepted; the sales order follows as usual.

  7. Customer

    On another quote, chooses Decline and writes why.

    What they see:This quote was declined, with the reason.

  8. Account executive

    Reads the bell notification: the quote was declined, with the reason.

    What they see:The quote is rejected; the card shows who declined, when and why.

  9. Customer

    Or chooses Sign electronically, then signs from the invitation e-mail Contracts sends.

    What they see:A signing page for the quote's PDF; the quote is accepted when they sign.

  10. Account executive

    Opens the signed quote.

    What they see:Accepted by e-signature, with Open the signed PDF; Switch links off closes any link still open.

Who is told what

The quote's owner gets a notification in the bell when the customer accepts (with the total) or declines (with the reason). When the customer chooses to sign, Contracts e-mails them the signing invitation. The link itself is never e-mailed by the system: the rep sends it in their own message.

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