This Help Article covers:

To use Digital Quotes, the [View Quote] portal button needs to be inserted into the Quote Email text to give the Customer access to the electronic Quote portal.

Inserting the [View Quote] is done at the Quote Email Template(s).

When using Digital Quotes, the sent email, along with the Quote PDF Attachment also displays the [View Quote ] portal button that the Customer can click on to view an electronic version of the Quote.

From the electronic version of the Quote, the Customer can Accept the Quote which then changes the Quote’s Stage on Katipolt Desktop to “Accepted”

To use Digital Quotes and Digital Quote Acceptance, you need:

Quick Flow:

1. From the Side Menu, Press Company Settings, then Press the Correspondence Top Tab to display the Email Settings Expandable Section

3. From the Email Settings Expandable Section, Select Quote Templates Tab to display the Quote Email Templates, then Press a Quote Template to open

4. From the open Quote Email Template, select a place to insert the button, then Press the Insert field Icon and select the option “Portal Button"

What the Customer sees

When the Customer receives the email, it will display the [View Quote] portal button, which when pressed by the Customer will launch a browser window with the electronic Quote displaying

1. From Company Settings, Press the Correspondence Top Tab to display the Document Settings Expandable Section

2. From the Document Settings Expandable, Select Quote Presets Top Tab to display the Quote Document Templates, then Pess a Quote Document Template to open

3. From the open Quote Document Template, scroll to the “Acceptance Page” field to ensure it is toggled “On”

💡 TIP: The "Acceptance Page" can also be toggled “On”/”Off” from the Quote Preview Setting.

What the Customer sees

The Acceptance Page displays a place for the Customer to Enter their Name, a place to Enter a Signature, which when both are entered livens the [Accept] button which can then be Pressed to Accept the Quote

On [Accept] a "Document signed successfully" confirmation will be displayed to the Customer, and the Customer will be sent a confirmation email that includes a PDF of the Accepted Quote

What you see

If you are the Quote Sender, you will receive a notification that the Quote has been Accepted

The Quote’s Stage on Katipolt Desktop changes to “Accepted”, Pressing the "View in Portal" Icon of the Quote will launch the portal where you can view the Name and Signature of the Acceptor, along with the Date it was Accepted on

1. From Company Settings, Press the Defaults Top Tab to display the Quotes Expandable Section

2. From the Quotes Expandable Section’s “Quote Valid For Days” field, Enter the number of days as the Default Days

💡 TIP: The “Valid To” date can be over-ridden at the Quote.

What the Customer sees

The Customer will see a copy of the Quote when they access the Quote Portal, once the Quote has passed its "Valid To" Date, the Customer will not be able to access the Quote Portal

⚠️ NOTE: The Customer will still have a PDF copy of the Quote that was attached to the Quote Email with the [View Quote] portal button.

💡 TIP: The Quote can be un-locked and the "Valid To" Date edited to restore the Digital Quote and Digital Acceptance page, however, the Quote will need to be re-emailed to the Customer with a new [View Quote] portal button link.

⚠️ NOTE: Unlocking the Quote prior to the “Valid To” Date will also expire the Quote, which will need to be re-emailed to the Customer with a new [View Quote] portal button link.

Sending a Digital Quote is done as you would normally send a Quote, via email, the Email body text displaying the [View Quote] portal button

The Quote's "Feeds" Panel will display that the Quote was emailed and also contained the portal link