Step by step
- On the quote page, under Your answer, type Your full name.
- Optionally explain in Comment or purchase order number (optional).
- Tap Decline. They see "Thank you. We have recorded that you declined the quote."
Next
The quote shows Declined with their name and comment. To try again, revise the quote and send the new version.
Works together with
- Customer accepts a quote by linkThe customer opens the quote link from your email, checks the lines and totals, and accepts it with their name and optional PO number. You are told straight away.
- QuotesPrice work before you do it. The customer accepts or declines by a link, or you record their answer. An accepted quote raises the approved amount on its job.