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Accepting & Rejecting Quotes
With the Clik Remote Customer, you can provide your clients with access to accept or reject their quotes. With these functions, the customer will be able to record the name of the person along with any relevant comments.
Before You Start
First, you will need to enable the option for customers to accept or reject quotes. Go to Settings > Clik Remote > Manage Users and Settings in the main Clik Service software. Click on the customer’s login to run the setup wizard and enable ‘Can Accept/Reject Quotes’ under the privileges section.
Next, go into Settings > Settings > Modules > Clik Remote. Here you can set which quote status you would like to set when your customer accepts or rejects a quote.
A widget can be set up on the customer’s dashboard to display a specific status for quotes you would like the customers to view. To see how to set up your own quote widgets for your customers, please see this support article.
In the below example, a widget has been set up to show pending quotes. The customer can then click on and view individually in order to action them.
Accepting & Rejecting Quotes
To action a quote in the Clik Remote Customer, choose a quote and go to ‘Actions’ and select either ‘Accept Quote’ or ‘Reject Quote’. Add a name and any applicable notes or comments. Click ‘Accept’ to complete the process.
When a customer accepts or rejects a quote, it will update the status of the quote in Clik Service that you have configured. It might be for a status you have already set up, or you could add a new quote status specifically for this process. You can set a default quote status by following this step-by-step guide.
Because accepting or rejecting a quote updates a quote status, you can set up a property change notification to send a message to a Clik Service group or staff member to bring the quote to their attention.
When the quote is viewed, the tab displays the date and time the action was made, along with the name and notes that were provided by the customer.
See how to set up these notifications here.
If the customer rejects the quote and you need to send a revised version, we recommend creating a new quote. To help with this process, you can click Tools > Copy whilst in a quote to make a copy that you can revise and submit for approval.
This was part of Clik Service update v4.325 r29.
