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
Fill Out the Quote: Ensure that all necessary fields in your quote are completed.
Save the Quote: Click on the "Save" button to save your progress.
Name the Quote: Give your quote a descriptive name to easily identify it later. Quotes will be auto-numbered.
Finalize the Save: Click "Save" again to complete the process.
Step 2: Return to Your Saved Quote
Navigate to Saved Quotes: After saving, return to the main page where your saved quotes are listed.
Step 3: Choose Your Sending Option
Send Quote:
Check for Errors: Look for any red error bars indicating merge fields that need to be filled out or removed.
Use double curly brackets {{ }} to add additional merge tags
Select Email Template: Choose the appropriate email template from the dropdown menu.
Email templates can be updated or added from Company Inventory Settings.
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.
Send the Quote: Click "Send" to send the quote to your customer.
Request E-Signature:
Select E-Signature Option: Click on "Request E-Signature" at the bottom of the page.
Add Recipients’ email: Click the plus sign to add more recipients if needed.
Send for Signature: Click "Send" to send the quote for e-signature.
Step 4: Customer Receives the Quote
Send Quote Email:
Customer Interaction: Your customer will receive an email with a link to the quote.
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.
E-Signature Email:
Customer Interaction: Your customer will receive an email with a link to the quote for e-signature.
Signature Page: Upon clicking the link, the customer will be directed to a page where they can review the quote and sign it.
Signature Options: The customer can choose to draw, type, or upload their signature.
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
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.
Download the Signed Document: Once the e-signature is completed, you can download the signed document from LASSO.
Manual Status Update: The status update might take longer than the e-signature completion. You can manually update the status if needed.
Notifications: An email alert can be configured to send to you or other team members when a quote is approved or signed.
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.