It’s important to mark the quote as Won. This can be done via the email sent to the client or in the Approval section on the top right.
7.9.8.1 - Via Email
In the email, it’s possible to see the online quote.
The client must take action by choosing which response to the following choices.
(A) Approve.
(B) Reject.
(C) Request a modification for the quote.
By clicking on Approve, you must enter the name of the person who accepts, then an email is sent to the person in charge of the project and to the client. It’s the same for the refusal and the modification.
(A) Enter the name of the employee who accepts it.
(B) Enter notes and changes regarding the quote.
7.9.8.1 - Via Email
(A) Press the Signature tab to have the client sign on the screen of a phone or tablet. You need to choose what type of document you want them to sign and then the quote appears on the screen.
(B) Press Sign to include the electronic signature.
Example of an electronic signature
(C) The quote then becomes Won and the approval status is now Approved.