You can send a quote to a customer via email once you have created a quote in just a few clicks.
You can see a preview of what the email will look like to your customers below.
How to preview and send a quote via email to a customer:
- Click on 'Preview/send quote'
- A preview box will pop up showing you a preview of what your customer will see
- Chose to 'Send' it or 'Edit' the quote template (default for all quotes)
- Once sent the quote status will automatically be set to 'Sent'
Example of what the quote email will look like to your customers email:
Once a customer clicks Accept/Book they will be taken to the quote acceptance/rejection page that will look similar to the booking iframe
A customer can 'Accept/Book' or 'Reject' the quote officially from this page
If payment preauthorization is turned 'On' a 7-day hold on payment will be placed on any quote that gets accepted by a customer if they successfully pay via card
A quote will NOT be accepted by the customer or by an admin/manager if payment preauthorization is turned 'On' and the preauthorization fails
Any custom items that you add will be added to quote
You can make changes and resend
Prices on quotes that have NOT expired are LOCKED IN for customers no matter your changes
Customers who have a customer portal account will be able to accept the quote from the customer portal
If payment preauthorization is turned 'On' and it fails for a customer a quote will not be accepted
A quote can only be accepted or rejected 1 time
Need help with creating quotes? Email us - we're here to help you: firstname.lastname@example.org