Let clients view quotes online
When you email a quote to a client, you can choose to give them a link to view that quote online.
Clients can then view the quote, ask questions about it or accept it.
Here’s what your customer sees when they view their quote online:
How to send your online quote
Sending a link to your online quote is easy:
- Click the ‘Email’ or ‘Send Quotation’ button to open a new email message
- Check ‘Include a link for customers to view quote online’
- Send the email!
Your client will receive your email message, a PDF attachment of your quote and a link to view your quote online.
What happens when a client asks a question online?
We'll send the question to you via email, and set a notification for you within YourTradebase.
What happens when a client accepts a quote online?
We'll let you know via email, and set a notification for you within YourTradebase.
We'll also mark the quote as accepted for you.
Preview what your client will see
Want to see what your customer sees when they view your quote online? Just view a preview of your online quote:
- Click the ‘Actions’ button
- Select the ‘Preview as customer’ option