How does a customer accept a quote in the portal
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The written steps below already work. Come back to watch it.
How does a customer accept a quote in the portal. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Customer opens Quotes and then the quote (a quote marked Sent changes to Viewed).
- Reviews the lines, estimated tax and total; Download PDF is available.
- Under Accept this quote types Your name, signs and presses Accept & sign.
Tip
The quote can be accepted only while its status is Sent or Viewed and it has not expired; otherwise it shows "This quote can no longer be accepted". If the customer is on credit hold the message is "Thank you — your acceptance was received and is waiting for our Accounts team to confirm." Discount approvals and revisions are enforced as in the office.