Quote deposit acceptance feature

How to enable quote deposit payment process Go to the Settings section. Scroll down & select Quote Settings. Then go to the Options tab in the Quote Settings. Turn on Enable quote deposit payment process & click save. Here’s how it works Using this feature Customers will be able to accept their quotes, make deposit payments & confirm their appointments […]

Overdue Quote Reminders

Here’s how it works You can enable automated reminders for the Quotes. This sends automated reminder,  sms & emails in 7 days, 14 days and 30 days. Please use following steps to enable it. Here’s how to enable to a customer Open customer account you want to enable it. Go to edit account. Then scroll down &  find Enable overdue reminders toggle button. […]