Letting clients see quotes and estimates online
Customers can view their quote online, ask questions, accept it and even sign it – on any computer or device.
A button to view your quote online will be included automatically when you send your quote via email.
Here’s what your customer sees:
Q: What happens when a customer asks a question online?
We'll forward the entire question on to you in an email, and ping you a notification in YourTradebase.
The message will also be saved in YourTradebase so you can access the message quickly from the quote or job.
Q: What happens when a customer accepts a quote online?
Congrats, you've had a quote accepted! 🎉
We'll tell you the good news with an email and a notification in YourTradebase. Oh, and we'll mark the quote as accepted, too.
Q: Can I show a custom message before a customer accepts?
Sure! Just visit Settings > Quotes and update the Quote acceptance message with your custom message.
That message will then be displayed to your customer before they accept your quote online.
Q: Can I see what my customer will see?
Sure thing. Just preview your quote:
- Visit your quote
- Select ‘Preview’
- You'll see what your customer sees!