Normally user send quotation to customer via email with manually PDF attachment. Our plugin will help you to send a quotation to your customer for electronic approval and review. Due Diligence plugin will generate a unique secure link for each quote record and user can send to customer via email after “Submit” quotation record.
Features
- Quick sending unique secure quotation Due Diligence link via email to customer using predefined email template
- Configurable unique secure link expire date
- Email notification to user on decline quotation request with decline reason
- Notification to customer and user both via email on quotation accept
- Accepted date-time and IP data saved in quotation record
- URL auto expired after Accepted or Decline the quotation request by customer
Acceptance Due Diligence Demo
Offshore.Evolution.Pvt.Ltd.-.SAL-QTN-2022-00027.-.1.November.2022.mp4
Decline Due Diligence Demo
Proposal.Signing.-.bhaliyadhruvin8@gmail.com.-.Gmail.-.1.November.2022.mp4
Settings
Offshore.Evolution.Pvt.Ltd.-.SAL-QTN-2022-00027.-.1.November.2022.1.mp4
MIT