Embedded Files
The electronic document section is extended to include the ability to sign a quote. It allows for an operator to send a quote to a customer to sign. After signing the quote is stored as a pdf with the customers signature on their account in SIMPLer.
To make use of this feature:
1. Create a quote as you normally would under 'Last 5 Quotes' section
Fig 1: Last 5 Quotes
2. On the customer account proceed to the Generate Electronic Document section. On the console at 'Document To Send' select 'Last Quote' from the dropdown list .
note: if there are more than one quote, only the last one will show
Fig 2: Electronic Document console
3. Once customer has signed the quote it will be saved as a pdf on their account.
note: customer will receive an email with the signed copy
Fig 3: Last 5 Electronic Document
Useful link/s:
https://sites.google.com/a/azotel.com/wiki/electronic-document-custom-fields
https://sites.google.com/a/azotel.com/wiki/2021-4q-crm-generate-link-to-electronic-document
https://sites.google.com/a/azotel.com/wiki/2022-1q-crm-last-5-sent-electronic-document-log
https://sites.google.com/a/azotel.com/wiki/2023-2q-crm-send-email-with-video-link-to-customer
Published Date: 23 October 2023
Engineer: MG
Contact Azotel Support:
Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.
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