📝 Quotes & customer approval

Good, Better, Best quotes that customers approve online.

▶Play · 4 steps

1/4Quotes shows every quote and where it stands: draft, sent, viewed, approved.

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Quotes & customer approval: step by step

1. Quotes shows every quote and where it stands: draft, sent, viewed, approved.
2. A quote can have up to three options, Good, Better and Best, with one recommended.
3. The customer opens a private link, picks an option and approves it with their name. You are notified at once.
4. One tap turns an approved quote into a job, and another into the invoice. Nothing is typed twice.

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