Empower your customers to accept quotes instantly, anytime and anywhere, with QuoteAccept. This feature streamlines the acceptance process, enabling clients to easily approve quotes using their phone, tablet, or computer, ensuring your landscaping business moves forward without delay.
QuoteAccept enables you to share Quotes with your customer instantly using:
Clients can promptly view and accept quotes, whether on a computer or mobile device, at any time and place.
They also have the option to include a Purchase Order number, streamlining the acceptance process without the need for physical paperwork.
Eliminate common issues like lost emails or spam filters with the Client Portal add-on.
Customers gain the ability to instantly view and accept quotes—or settle invoices—anytime, ensuring a smooth, hassle-free process. Stay informed with notifications on quote views and acceptances, enhancing efficiency and security in your business interactions.
Yes, the QuoteAccept Module is included with your account at no extra cost!
QuoteAccept enables your customers to instantly and easily accept your Quotes online. By viewing the Quote in a dedicated online page, your customer can very easily click to accept. No more waiting for emails, printing, signing and scanning. They just click on the link, view the Quote and accept it there and then on their computer or mobile device.
QuoteAccept makes it as easy as possible for your customers to receive and accept your Quote instantly. So now you can create the Quote, send the Quote by email or sms and your customer can accept within seconds. The process is super fast and provides an efficient, professional experience for your customers. Everything including the thank you response can be completely automated.
No, the QuoteAccept add-on is a free Formitize add-on available for all Formitize clients.
Once QuoteAccept is Live, you will be able to activate it through your account Settings.
Absolutely, the Instant Quote option and is loved by customers for its ease of use. The faster you can get a Quote to a client, the more likely you are to win the business and the easier you make it for your clients to accept, the more successful and professional the whole experience will be.
Yes, when you create a new Quote, a link to QuoteAccept is automatically generated. So your customers can click on the link in the email or sms message to accept your Quote instantly.
Absolutely, you can still send your clients the PDF version of your Quote. With QuoteAccept, you can automatically add the link to your Quote so the customer looking at the PDF can simply accept. With QuoteAccept, clients can also download a copy of the PDF if they choose. The choice is yours!
You send the Quote link to your customer by email or SMS. Your customer opens the link and will be taken straight to the QuoteAccept page. The QuoteAccept page shows the Quote and the Accept options. Your customer can review the Quote details and then accept instantly using the Accept Now button.
Yes, you will be able to de-activate QuoteAccept at any time through your account Settings. You will still be able to send PDF Quotes, you will just not be able to take instant Online Quote Acceptances through the platform.
Yes, your customer receives a “Thank you” notification that includes the Transaction ID, Quotation Amount Confirmation and Date with the ability to download the Quote PDF. You can also receive a notification as soon as an Invoice has been paid.
Yes, Quote Accept will be available in the Client Portal. This will enable your Clients to see all of the Quotes you have sent them and the status of each. Your customers can Accept Quotes instantly by clicking the Accept Quote button. Please note that you need the Client Portal Add-on for this feature, find our more about the Client Portal here
