For professionals - How to send the modified plan and quote to the buyer?

sending, estimate, client, customizations
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Written by Visuary
Updated 9 months ago

To send a quote to your buyer, you have two options:

  • Send the plan and quote directly to the configurator: The buyer will then regain access to the configurator to make additional modifications based on the updated plan and quote you have processed, without signing the documents.
  • Send it for signature: The buyer will receive an email inviting them to view their sales plan and quote for electronic signature from their personal space.
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