Setting up Online Quote Acceptance consists of two steps, which are only done once.
- Add the 'View Quote' button to your quote email templates.
- Set up relevant notifications for Online Quotes
Add 'View Quote' button to Email Templates
You can skip this step and use our free template. Search for Quote Acceptance Email in your email templates.
See video
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To add the 'View Quote' button to your email templates:
The 'View Quote' button will now appear when you select the email template. |
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You can also set this template to be the default email body on quotes.
Change Online Quote design (optional)
| The content of the Online Quote uses the selected layout set in the Print Options area of the Quote. If you want to, you can create a customized layout for Online Quotes and even set this as a default either for all quotes, and/or for individual clients. |  |
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Using multiple Business Units?
| If using multiple business units, we recommend using the (Owner) fields in your layouts as opposed to (BU) ones, to ensure the correct information comes through on the preview. |  |
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Set Up Notifications for Online Quotes
Event messages allow you to set up automatic alerts when:
- a client quote is accepted, declined or awaiting a decision
- a client asks a question about a quote.
Set Up Notifications for Quote Acceptance
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Set up an event message to set up automatic alerts when a client quote is accepted, declined, or awaiting a decision. To set up a notification for changes to a quote acceptance status:
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We recommend you create three event messages. One for Quote Acceptance (Accepted), (Declined), and (Awaiting Decision).
See the image for some suggested settings or expand the section below.
Event Message Suggestions...
Field |
Suggestion |
|---|---|
| Send / Alert | At time of event |
| Performers | External |
| From | BU Manager |
| To | Quote Estimator |
| Template | Create a new email template called 'Quote Acceptance'. The body could include the following: The quote JN [Job Number] [Task] has been [Quote Acceptance Status] by [Online Quote Acceptance Name]. Information about the job can be found here: [Task URL Link (office)] |
| Show Sent History in Task Notes | Ticked |
| Track Delivery Status, Opens and Clicks | Not ticked |
| Allow Reply Imports | Ticked |
Set Up Notifications for Ask a Question
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If a client asks a question on an online quote, an email will automatically be sent to the Quote Estimator. Click to see what the email looks like If you want to set up a notification for others in your company, you can set up an event message. To set up a notification for questions asked on a quote:
See the image for some suggested settings or expand the section below. |
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Event Message Suggestions...
Field |
Suggestion |
|---|---|
| Send / Alert | At time of event |
| Performers | External |
| From | BU Manager |
| To | BU Manager |
| Template | Create a new email template called 'Ask a Question on quote'. The body could include the following: [Client Name] has asked a question on JN [Job Number] [Task]. Information about the quote can be found here: [Task URL Link (office)] |
| Show Sent History in Task Notes | Ticked |
| Track Delivery Status, Opens and Clicks | Not ticked |
| Allow Reply Imports | Ticked |
Information for users with RTF Document Templates
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Online Quotes set to show layouts with an RTF Document Template will display a generic quote design and message to download the quote. See the example image: Online Quotes display layouts as they appear in the Layout Preview, which will be different from the PDF generated. The Layout Preview does not display content created in a linked RTF file. |
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If you would prefer to display the layout preview over the generic design:
The Online Quote view will now display the layout as it appears in the Layout Preview. |
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Once you have completed setup, you can start using Online Quote Acceptance!