Quote Tool Auto-Invoice
planned
M
Matt Graham
The quote tool process is currently:
- Create and send quote to customer
- Customer accepts quote
- Business must go back into CL to manually send invoice for payment
It would be great if the invoice step is automatically sent(skipping step 3). That way as soon as the customer accepts the quote they get the invoice email for payment while still in a buying mood and can finish the process faster.
Adding a short blurb on the "quote accepted" thank you landing page to head back to their email to finish payment would be helpful to streamline payment collection as well.
Convert Labs
planned
This is great!
M
Matt Graham
It may be even more efficient / easier to combine the Quote and Invoice steps. That way as soon as the customer hits "Accept Quote" in their quote email, they're taken to the Invoice payment landing page. This lets them skip the "thank you" page and having to go back to their email inbox to find the Invoice email.