Keep track of all quotes you've shared.
Access shared quotes from:
For each shared quote:
Currently, shared quotes cannot be edited. To make changes:
To revoke a shared quote:
Revoked quotes show an error when accessed.
Timely Sharing
Share quotes quickly while the client is engaged.
Multiple Options
Include 2-3 products for comparison.
Follow Up
Contact clients after sharing to discuss.
Update Promptly
If rates change, send updated quotes.
Track Outcomes
Note which quotes convert to applications.
Was this article helpful?