1

Receiving Email/Shared Link

The customer will be able to receive an invitation via email or shared link in order to review it and sign it.
2

Quote Review

In the next screen, you’ll be prompted to send the quote for review and signature.
  • Email Address: Verify the email address where the quote will be sent.
  • Copy Link: You can also copy the unique link and share it with the customer directly if preferred.
Send to Customer
3

Accepting and Signing Quote

The customer will receive the quote via email or link. They can review all the details, including subscription terms, pricing, and billing intervals.
  • Name: The name of the signatory.
  • Email: The email of the signatory where the confirmation will be sent.
  • Title: The title of the signatory.
  • Date: The signature date.
Send to Customer
4

Signed Quote

Once the customer signs the following events will be triggered:
  • An email to the customer that the deal has been signed.
  • An email to you that the customer has signed.
  • Ability to download a signed PDF.
  • Ability to activate the quote and turn into subscription.
Send to Customer