Autobooking
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How to remove auto booking from the clients side right after quote is submitted from them?? Is this possible?
How to remove auto booking from the clients side right after quote is submitted from them?? Is this possible?
The same question
One of 2 ways. Both are in Settings>online quoting. You can either turn off autobooking which means they'll be able to see the quote but you have to approve it and manually send the contract
OR
What I think is the better way, turn off display quote. This means that they'll fill out the quote form and go to an acknowledge page (settings>pages/templates>quote acknowledge) You can then review the quote, make changes as needed and then either send them the quote where they can autobook or send the the contract directly.
One of 2 ways. Both are in Settings>online quoting. You can either turn off autobooking which means they'll be able to see the quote but you have to approve it and manually send the contract
OR
What I think is the better way, turn off display quote. This means that they'll fill out the quote form and go to an acknowledge page (settings>pages/templates>quote acknowledge) You can then review the quote, make changes as needed and then either send them the quote where they can autobook or send the the contract directly.
One of 2 ways. Both are in Settings>online quoting. You can either turn off autobooking which means they'll be able to see the quote but you have to approve it and manually send the contract
OR
What I think is the better way, turn off display quote. This means that they'll fill out the quote form and go to an acknowledge page (settings>pages/templates>quote acknowledge) You can then review the quote, make changes as needed and then either send them the quote where they can autobook or send the the contract directly.
One of 2 ways. Both are in Settings>online quoting. You can either turn off autobooking which means they'll be able to see the quote but you have to approve it and manually send the contract
OR
What I think is the better way, turn off display quote. This means that they'll fill out the quote form and go to an acknowledge page (settings>pages/templates>quote acknowledge) You can then review the quote, make changes as needed and then either send them the quote where they can autobook or send the the contract directly.
Hey Chad,
Thank you very much for the helpful reply. Definitely going to use the second option 🤙
Hey Chad,
Thank you very much for the helpful reply. Definitely going to use the second option 🤙
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