Approve E Signature Job Quote For Free

In your HubSpot account, click the settings settings icon in the main navigation bar. In the left sidebar menu, navigate to Objects > Quotes. Click to toggle the Require approvals on all quotes switch on. In the dialog box, click the Approver dropdown menu and select a user.

A quote must be approved by all the required approvers defined in the approval plan before it can be presented to a customer. An approver can also assign a delegate user, who can approve or reject quotes for a specified period of time.

Ensure you get either a signature or written confirmation from the customer that they wish to proceed. Do this before you start any work or order materials. A quote, once accepted by the customer, becomes a legally binding contract.

Note: You can edit the email and text message templates for quotes and quote approvals, by going to the Gear Icon > Settings > Templates.

Collect signature: This will bring up the signature pad that your client can sign. Check the box Send your client a copy to email the job PDF with their signature attached. Note: The signed PDF will be saved in the 'Internal Notes' section at the bottom of the job.

The client can approve the quote by, clicking Approve in the bottom right corner. After clicking Approve, the client will be prompted to sign the quote. They can select to draw or type their name to approve the quote.

There are three ways to follow up on quotes you've sent out to potential customers: email, text, or a phone call. Follow up by email. Emails are one of the most common ways that service providers communicate with clients. ... Send follow-up text messages. ... Give customers a call to follow up.

An example of a great response to a quote request that lacks specifics would be something like this: ?Hi Daniel, I would love to help you out with your request. I just need a few more details before I can give you an accurate quotation.