Loving the new Quote module but...

[Gjeret]

I am loving the new quoting module in the latest version of Commit, but as the web interface still... lacks and we have moved the Web portion over to interlink, the online quote viewing/accepting seems a bit useless to us becaues the end user has to log onto the CommitCRM Web interface. (another password to remember and more ways to confuse the customer)

is there a way to send the quote in a long URL without a Login for the customer to accept/reject? Or wait and hope Interlink comes in with a link?

Thanks!
-Gj-

[Support Team]

Re: Loving the new Quote module but...

Thanks for your feedback and it's great to hear that you love the new quoting module.

Interesting idea. However, if you already let customers log into the Customer portal they already have their user credential and can create new tickets, notes, see the status of their Assets, billing Contracts, billing histories and more... And now, they can also see Quotes and with the right permissions approved them...

So, when a user is logged in they can digitally approve the Quote, without being logged in I can see why viewing the Quote will help (especially if they don't use the Customer portal), however it seems that in this mode customers will not be able (or should not be allowed) to approve it online.

Thanks,
Dina