With E-signatures & Agreements, clients can take action on a quote as soon as it’s received. Accept, sign, and pay in the same moment — it’s a quick win in your quote-to-cash process.
From a secure link in their quote, clients can go to an online checkout page to agree to your terms and electronically sign their name before accepting the quote. There’s no account or login required.
Once a quote is accepted, its status in your Quoter dashboard is updated, triggering an email notification. Now, you’re set to get to work and fulfill the order.