First of all, you have to set and enable the following options; Go to Settings > Departments and choose your sub-department Then find out “Quotes template”, “Quote email template” and “Quote Whatsapp template” and select the relevant template for the sub-department from the drop-down How the feature works: When you go to add a new customer and once you fill […]

Here’s how to configure: Go to Settings > Options. Scroll down & find quote sms settings area. Turn on Enable Quotes sms toggle button & add Bitly API KEYS. ( How do I find my API key?) Press Save button to save your changes. Here’s how to use this feature: Then view your already send quote. Click the three-dot actions menu & go to Send SMS. Then put your msg on SMS […]