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This digital link enables you to share a digital quote with customers allowing them to quickly review quotes, check out, and more.
After publishing the quote, click on the Action button and select Generate Quote Link
Copy the link and send it off to your customer:
Under the Hood:
Once your customer checks out the quote, they can then fill in the contact details and check out. Once completed, the quote will be marked as won in QuoteCQ and a notification will be sent.
The QuoteCQ user will be notified via email using contact details:
Heads up!
The digital quote is available to all users, but needs to be turned on - reach out in the in-app chat to get that done!