Accounting Ideas

Allow Customers to click and Approve Quotes and Estimates

Please give customers a way to "approve" a quote or estimate when it is sent?

Guest
Feb 10 2023
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Sales

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Guest commented

11 Sep 07:13pm

Love this idea and it would go well with my suggestion of having another category or status for estimates and quotes called "approved". This could also be called "accepted" just as easily, which would resolve the issue I described.

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Guest commented

13 Apr 09:53am

yes definitely!

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2 Vote

To have the function in Sage for a customer to "click" Accept for quotations or estimates and a confirmation to be sent out to both parties Merged

I've had a customer accept a quote after viewing it through the Sage link, but when they emailed me the acceptance they did not reference the quote in any way. I could not find a way to force this to occur.

Created 23 Jun 02:48pm

Sales

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