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ManoPlan Tutorial – The Online Quote for Customers
0:505 Scenen
This is how your customer sees the quote: in the browser, in your branding, with online acceptance.
Learning Goal
Get quotes accepted faster.
Contents
1
Your customer receives a link by email and opens the quote in the browser – with your logo, all items and the validity date.
2
Optional items are marked. At the bottom the customer can download the PDF, decline or accept the quote.
3
Clicking “Accept quote” is a binding confirmation – a job is created from it automatically.
4
In the office you see when the customer opened the quote.
5
If the customer doesn’t respond, ManoPlan sends an automatic email reminder after a configurable number of days.
