Save time with the Accept quote workflow

Enable the Accept quote button

On the quote template in settings check the Accept quote to enable the Accept quote button

Accept quote workflow

Send the quote to your customer. When the customer opens the quote, the accept quote button appears in the top right hand corner of the PDF quote.

Clicking the Accept quote button opens a thank you page in the browser and sets the quote status to "accepted"

Quote history

Review the quote history to see how a quote was accepted. All quotes accepted using the Accept button will show changed by guest

Next

Learn more about Quote templates

Learn more about quoting in FieldInsight

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