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Quote → Customer says yes

A quote goes from draft to a signed yes without printing, posting or a follow-up phone call.

  1. 1

    Open the quote list

    Office

    Open on the demo ↗ sign-in
  2. 2

    Build the quote from the qualified enquiry

    Office

    Customer and site address are already filled in.

    Open on the demo ↗ sign-in
  3. The system does this
    • A numbered draft is created and the totals are worked out
  4. 3

    Once you are happy, press "Submit for review"

    Office

    A draft cannot go straight to a customer.

    Open on the demo ↗ sign-in
  5. 4

    Press "Send to client"

    Office

    They get an email with a link of their own.

    Open on the demo ↗ sign-in
  6. The system does this
    • The quote is locked and the link becomes single-use
  7. 5

    The customer opens the link

    Customer

    No account, no password.

    Open on the demo ↗
  8. 6

    They tick the optional items and accept

    Customer

    The link stops working once used.

  9. The system does this
    • They become a live customer and the first visit is created
  10. 7

    Look back at what was agreed

    Office

    The exact figure they accepted, and when.

    Open on the demo ↗ sign-in
  11. The system does this
    • If they decline or let it lapse, the office is told