- Opportunity Overview will give you a summary of the quote you have created. You will be able to view/edit the quote, duplicate the quote, download a PDF as well as send the quote via email.
- When sending the quote by email, you have multiple options available: docusign, docusign and checkout- credit card or wire, docusign & checkout (hold not required), docusign and check out (charge only option), docusign only, PDF only and the newly added wire transfer with hold only (credit card hold required)
- The notes section at the bottom of the page WILL NOT BE viewable to the client, they are internal notes.
- In order to send the quote with Docusign and Client Checkout, click on the radio button to the left of the created date and "Preview and send quote"
- Emailing your customer quote-
- The "from" address is hardcoded as support@tuvoli.com but can be configured to show your company email URL.
- Your email must have a "subject" in order to send
- Feel free to add a custom message to your client in the body of the email. Everything you type in the free form box will be sent in the body of the email.
- Your quote will be attached to the email in a PDF format.
- Once you are happy with the content of your outgoing email, click "
" - Below is what your client will receive. If they are happy with the quote, they click "confirm this quote" to bring them to the docusign and checkout.
- How do I get my client to sign this quote and pay for the trip? Click the link below to bring you to the next article explaining the process on how to get your client to sign this quote and pay for this trip Opportunity Manager- DocuSign, Client Checkout including payment