The purpose of this article is to help you:

  • learn how to send a quote 
  • learn all the settings within the "send a quote"

 

You can now save a booking as a draft and send it as a quote to your customers. We have changed the "Save Draft" button on the booking form to "Save As Draft/Quote" http://tinyurl.com/uoxaqoc.

When you click on this button, it takes you to the draft/quote list and opens a popup as shown in the screenshot http://tinyurl.com/s9vyg36

From the popup, you can do the following on the quote.

1. Send a quote in email
2. Share a link with the customer
3. Set an expiration date
4. Set a reminder to send the quote
5. Add a discount with the quote
6. Edit the email content to be sent as a quote

You can also customize the quote link and make it personalized for a customer by adding their name in the url http://tinyurl.com/smksr5s.