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Managing Customer Actions (Buttons Displayed on Quotes)
Managing Customer Actions (Buttons Displayed on Quotes)

Learn how your customers can accept quotes online.

Brad Pengelly avatar
Written by Brad Pengelly
Updated over a week ago

Your customers can instantly accept & pay your quotes online or leave you comments so you immediately know what amendments to make.

Choose which action your customer is able to take

From the new quote page, you can choose which buttons will appear on your quote.

To do so, simply toggle on/off each button.

A blue toggle pushed to the right means the button will appear on your quote.


Note: Your default email template may state that your customers are required to reply to you via email to accept the quote. To change this, visit this page to create a new email template.

*Remember to set this new template as your default template to send from quotes.


*A 3.7% transaction fee applies to all online payments

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