WIZniche now allows your customers to review and sign quotes directly from the Client Hub, simplifying the process from quote approval to appointment scheduling. Previously, customers could only view their quotes, but with this new feature, they can sign them quickly. Once signed, the quote is automatically converted into an appointment, making it easier for both you and your clients.
New Quote Signing Process
Key Update
Review and Sign: Customers can now click on any pending quote from their Quotes List page, review it, and sign it directly from the Client Hub.
How It Works:
Quotes List Page:
Customers will now see a Review Quote button next to each pending quote, located beside the Attachments button.
Review Quote Button:
Clicking the Review Quote button opens a detailed view of the quote, just like when they access a quote from an email. This allows them to carefully review the details before signing.
Signing the Quote:
After reviewing, customers can electronically sign the quote.
Once the quote is signed, it is automatically converted into an appointment, saving time and reducing manual steps for you.
Benefits of This Feature
Ease of Use: Customers can now sign quotes directly within the portal, eliminating the need to search for email links.
Faster Conversions: Signed quotes are instantly converted into appointments, helping you schedule services more quickly.
Improved User Experience: The Review Quote button makes it simple for customers to access their pending quotes with just one click.
Conclusion
With the new quote signing functionality in WIZniche’s Client Hub, you can provide your customers with a smoother and more efficient way to handle quotes. The process now allows for faster transitions from quote approval to scheduling, making the entire experience more convenient for both you and your clients.
Need Help?
If you have any questions or need assistance setting up this feature, don’t hesitate to reach out to us at [email protected]. We’re here to help! For more information, visit the WIZniche Help Center.