Collect Payments for Accepted Proposals/Quotes
We're happy to introduce a new feature that adds convenience and efficiency to your quoting process: Collect Payment on Acceptance. Now, when customers accept your proposals or quotes, they can also make their payment seamlessly. Here's how to enable this feature:
How to Enable:
1. Navigate to Settings.
2. Go to the Proposals section.
3. Check the "Collect payment on acceptance" checkbox.
Why It Matters:
- Streamlined Process: Simplify the payment process for both you and your customers by allowing them to pay immediately upon accepting a proposal or quote.
- Faster Transactions: Accelerate your sales cycle by reducing the time between accepting a quote and receiving payment.
- Improved Customer Experience: Provide a seamless and convenient experience for your customers, enhancing their satisfaction and loyalty.
Ready to start collecting payments with accepted proposals/quotes? Enable this feature today and take your quoting process to the next level!
If you have any questions or need assistance, our support team is here to help.
Thank you for choosing Quotify, where we're committed to providing you with the tools you need to succeed.
Happy Quoting!
The Quotify Team 💳📝