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Accept a Proposal

About you and your customer's experience

Customer_Success avatar
Written by Customer_Success
Updated over a year ago

As soon as you send out a proposal to your Customer, a sales journey begins. Here is exactly what is going to happen:
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-- Your Customer receives an email containing the link to Proposal

-- Clicks on the "View Proposal Options" link to see a nice and clean side-by-side comparison or "View Proposal" for a clear single quote view
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-- Clicks for details to learn more
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-- Accepts the chosen Proposal and you both receive another email confirming the purchase with the link to the Accepted Proposal

Now it's time to call your Customer and thank him/her in person for doing business with you!

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