Quote Acceptance Function
As a Dear implementation Partner, this is a highly requested feature from many of our clients. We would like the ability to send a quotation with an acceptance button on to allow our customers to accept the quote, in turn, this would confirm the quoting stage and would now be an authorised order in Dear.
Without this, unnecessary email communication is required and highly susceptible to emails being missed and quotes not being progressed. It also makes life easier for the Dear user and the customer.
Would be a great feature
Hi Callum and Jonathan,
This process is supported in the automation module. Please check the below link for more information.
https://support.dearsystems.com/en/support/solutions/articles/11000069008-managing-workflow-automation-in-dear
If you need more information on this, please reach out to support@dearsystems.com
Best regards,
Yohan Andrado | DEAR Systems
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