Not only can you give your clients read-only access to view quotes, with the customer login, you can also provide them with access to accept or reject their quotes. With these functions, the customer will be prompted to record the name of the person along with any relevant comments.
Firstly, to enable the option for customers to accept or reject quotes you will need to go to Settings > Clik Remote > Manage Users and Settings in the main Clik Service software. Click on the customer's login to run the setup wizard enable ‘Can Accept/Reject Quotes’ under the privilege section.
Next, go into Settings > Settings > Module > Clik Remote to set which quote status you would like to set when your customer accepts or rejects a quote.
A widget can be set up on the customer’s dashboard to display a specific status for quotes you would like the customers to view and approve/reject. To see how to set up your own quote widgets for your customers, please see this support article.
In the below example, a widget has been set up to show pending quotes that the customer can then click on and view individually in order to action them.
To action a quote in the Customer login, choose a quote and go to ‘Actions’ and select either ‘Accept Quote’ or ‘Reject Quote’. Here they will need to provide their name and any applicable notes or comments to say whey they might have rejected the quote. Click ‘Accept’ or 'Reject' to complete the process.
When a customer accepts or rejects a quote, it will update the status of the quote in Clik Service that you have configured. It might be for a status you have already set up, or you could add a new quote status specifically for this process. You can set a default quote status by following this step-by-step guide.
Because accepting or rejecting a quote will update the quote status, you can set up a property change notification to send a message to a Clik Service group or staff member to bring the updated quote to their attention.
When the quote is viewed, the tab displays the date and time the action was made, along with the name and notes that were provided by the customer.
See how to set up these notifications here.
If the quote is rejected and you need to send a revised version, we recommend creating a new quote and sending it to the customer. To help with this process, you can click Tools > Copy whilst in a quote to make a copy to then be revised and sent.
This is included in Clik Service update v4.325 R29, see the full details here.
Published: August 2019
Last Updated: April 2020