Announcement: Accept Quotes Improvements

Hi all,

We're excited to announce a new feature that enhances your customers' experience with Clear Books. Now, in addition to the traditional accept/reject options on the customer statement, these choices are also available on the online version of the quote.

To make accessing the online version seamless, a link will automatically be included in the quote email template for new customers.

To customise/add this feature, simply navigate to the Emails > Email Templates menu and click on the ‘Quote’ section. You can then add the placeholder ::invoice_html_link:: wherever it fits best in the template.

The online version of the quote will appear as a link on the email received by your customer:

Clicking on the link will show your customer the Accept/Reject options which looks like this:

[Note: if your customer accepts or rejects the quote, we will send you an email with the update]

Tommy