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Sending Quotes for Approval and E-Signatures

Learn how to send quotes for approvals and for e-signatures in LASSO.

When it comes to efficiently managing client interactions, sending quotes for approval and e-signatures is a crucial step. This article will guide you through the process of sending quotes and requesting e-signatures using our system.

Step 1: Save Your Quote

  1. Fill Out the Quote: Ensure that all necessary fields in your quote are completed.

  2. Save the Quote: Click on the "Save" button to save your progress.

  3. Name the Quote: Give your quote a descriptive name to easily identify it later. Quotes will be auto-numbered.

  4. Finalize the Save: Click "Save" again to complete the process.

Step 2: Return to Your Saved Quote

  1. Navigate to Saved Quotes: After saving, return to the main page where your saved quotes are listed.

Step 3: Choose Your Sending Option

  1. Send Quote:

    1. Check for Errors: Look for any red error bars indicating merge fields that need to be filled out or removed.

      1. Use double curly brackets {{ }} to add additional merge tags

    2. Select Email Template: Choose the appropriate email template from the dropdown menu.

      1. Email templates can be updated or added from Company Inventory Settings.

    3. Update Recipient Information: Ensure the recipient's email address is correct. If the customer contact is not listed in the client record, you will need to manually enter it.

    4. Choose the Link Text (Optional): Select text or a merge tag in the message body and click the Link to quote button in the toolbar to make your selection the link your customer clicks — so it can read "Quote," "estimate," or the event's name.

    5. Attach the PDF (Optional): Check Attach PDF to attach the quote's saved PDF from its last publish, using the same file name as Export PDF. The box is unchecked each time you open the prompt. If the quote doesn't have a saved PDF yet, you'll be asked to export one first, and your email stays as you wrote it. Attachments are limited to 10 MB.

    6. Set the Reply-To Address (Optional): The Reply-To field is filled in with your email each time the prompt opens. Change it for this send if client replies should go to a shared inbox or a teammate instead of you. The From address doesn't change.

      1. Please note: Reply-To is only turned on by request, and only works for accounts not using domain masking. Please reach out to your Customer Success Manager if you would like access!

    7. Send the Quote: Click "Send" to send the quote to your customer.

  2. Request E-Signature:

    1. Select E-Signature Option: Click on "Request E-Signature" at the bottom of the page.

    2. Add Recipients’ email: Click the plus sign to add more recipients if needed.

    3. Send for Signature: Click "Send" to send the quote for e-signature.

Step 4: Customer Receives the Quote

  1. Send Quote Email:

    1. Customer Interaction: Your customer will receive an email with a link to the quote.

    2. Approval Options: Upon clicking the link, the customer will be directed to a page where they can input their first and last name, email address, and choose to approve or decline the quote without signing it.

  2. E-Signature Email:

    1. Customer Interaction: Your customer will receive an email with a link to the quote for e-signature.

    2. Link Text: The e-signature request email uses the same custom link text chosen for the quote link, rather than showing a raw URL.

    3. Signature Page: Upon clicking the link, the customer will be directed to a page where they can review the quote and sign it.

    4. Signature Options: The customer can choose to draw, type, or upload their signature.

    5. Agreement and Download: After signing, the customer will be asked to agree to the terms and can download a completed copy of the document.

Step 5: Track and Update the Quote Status

  1. Return to your quote: After the customer has signed the quote, it may take a few seconds for the status to update in LASSO. Refresh the page to see the latest status.

  2. Download the Signed Document: Once the e-signature is completed, you can download the signed document from LASSO.

  3. Manual Status Update: The status update might take longer than the e-signature completion. You can manually update the status if needed.

  4. Notifications: An email alert can be configured to send to you or other team members when a quote is approved or signed.

    1. Visit Company Settings -> Notifications to enable.

Conclusion

By following these steps, you can efficiently send quotes to your customers for approval and e-signature, ensuring a smooth and professional process.

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