Online quotes with approval
The customer opens the quote on a phone, picks options and signs
Step by step, as in the recording
The voice-over text in English, to find the right moment or read it instead of watching.
- 01
You sent the customer a quote as a PDF, and then silence. You do not even know whether they opened it.
- 02
Now you click "Send quote to customer", and the link goes to Viber, Telegram or e-mail together with the PDF.
- 03
The customer opens the quote on a phone without logging in. They choose the colour of the dresses themselves, remove the gift wrapping, and the total with VAT is recalculated at once.
- 04
And in the quote card you see that it has been viewed, how many times and when it was last opened.
- 05
Case one: the customer has a question about lead times. They write it right on the page, and the status becomes "Has a question".
- 06
You reply right from the quote card: "Online quote", then "Reply to customer". The reply can also be copied to e-mail.
- 07
And the customer sees it in the conversation on the same page.
- 08
Case two: the customer approves. They click "Approve", enter their name, sign with a finger and confirm the terms.
- 09
A customer order is created automatically from the selected lines, as a draft for now. It contains only what the customer chose: sky-blue dresses and no wrapping.
- 10
Case three: a rejection. The customer chooses a reason, for example "Too expensive".
- 11
The reason is visible in the quote card. If the customer changes their mind, the "Await decision again" button puts the quote back into play.
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Case four: the quote has expired. It can no longer be approved, and the customer asks for an updated quote. And if they viewed it and have been silent for three days, the system reminds you to call.
- 13
The funnel shows how many quotes were opened, approved and rejected, and for what reasons. You know whom to call, and an approved quote does not get lost on its way to an order.
Quotes with online approval
A quote sent as a link via Viber, Telegram or e-mail: from a phone the customer picks options, removes what they do not need, asks questions or approves with a signature, and the order is created automatically. You can see who opened it and how many times, and a quote funnel.
Area: Sales and shipping. The module is switched on and off for each company separately, with no per-seat licences.
The same, on your data.
The video was recorded on a demo company. Send us a sample document or order and we will show this module on it.