Quotes (CPQ)
Signing Quotes
Review how your customer can view and sign quotes
1
Receiving Email/Shared Link
The customer will be able to receive an invitation via email or shared link in order to review it and sign it.
2
Quote Review
In the next screen, you’ll be prompted to send the quote for review and signature.
- Email Address: Verify the email address where the quote will be sent.
- Copy Link: You can also copy the unique link and share it with the customer directly if preferred.
3
Accepting and Signing Quote
The customer will receive the quote via email or link. They can review all the details, including subscription terms, pricing, and billing intervals.
- Name: The name of the signatory.
- Email: The email of the signatory where the confirmation will be sent.
- Title: The title of the signatory.
- Date: The signature date.
4
Signed Quote
Once the customer signs the following events will be triggered:
- An email to the customer that the deal has been signed.
- An email to you that the customer has signed.
- Ability to download a signed PDF.
- Ability to activate the quote and turn into subscription.