7. How to Follow Up on Outstanding Quotes

How to Follow Up on Outstanding Quotes 

A wonderful feature of the Digital Quote is the ability to see when your customer last viewed their quote. 

1. To resend a quote, click on the last viewed timestamp. You can resend the quote with an email template.

2. You can also go to the quote, hit 'Actions', and hit 'Resend Quote'. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.