From quote documents to the job

1. Choose the documents and send

Select your company’s quote and contract templates, or use Quote is contract according to the shop’s settings. Preview the documents and use the ordinary Send to Customer controls.

2. Follow the customer experience

Open the received email and follow the portal link. Review the quote and 3D, try the revision flow, and complete the signature in the quote or contract portal.

3. Find the signed documents

Return to the quote and review its updated status and Files. Follow the recording to find the customer portal and the saved signed contract.

4. Continue into the job

Convert the accepted quote using the normal workflow. Continue on the new job page and review its details, portal and files. Your sales command center is the final stop after the workspace tour.

Check the result

• The real email reached the customer address.
• The signature and signed document are saved.
• The quote links to its job.