Below is a sample email sent to our customer, Test Smith
Emails will be sent from your designated sales email address and will feature your company logo. When a customer receives the quote email, they will want to click the button "Click Here to View Your Quote."
The customer will be redirected to the quote with pricing. The quote will feature items with checkboxes, allowing the customer to select which services and items they would like. The quote will include a section below the customer details where any added notes are displayed.
If you opt to upload a Terms and Conditions document, the customer can review it alongside the quote. After the customer has made their selections, they can easily accept the services by digitally signing the quote with the "Sign and Submit" button.
The next page seen is an optional form to collect details about the quoted services.