Kass_B - Product Champion
Content Creator

Manage your account

Hi user12557, 

 

Currently there is no feature for your customers to 'click and accept' or similar when receiving quotes, although I can see how this would be a useful tool and would be happy to pass this suggestion along for consideration in a future product enhancement. As a workaround, your clients could reply to the email to advise they accept the quote and this will go to the email you have set up to be customer-facing in your settings. You could then attach the email to the invoice when converted to a quote, or so on. To confirm which email address this will be received to:

 

  1. Go to the Settings icon (top right), and select Account and Settings.
  2. Select the Company menu on the left, and click into the Contact info section
  3. Review and edit the Customer-facing email as required.

 

-Kass