Online Customer Estimate/Quote Acceptance

Enable customers to approve sales transactions simply by clicking on an email you send them. Automatically creates a transaction linked date/time stamped acceptance record in NetSuite.

Edition Supported: All except NetSuite Small Business
Countries Supported: All
Support & Maintenance: Included
Authored by: BlueBridge One
Current Version: 1.5
Required External Service/Software: None
Price: Annual Licence Fee per NetSuite site (Account Number). £200.00 (Ex VAT)
 
Features:
  • Acceptances can automatically update the status of the transaction.
  • E.g. Estimates can be turned into sales orders
  • An email notifies your staff as soon as an acceptance is created.
Benefits:
  • Automates the entire acceptance process, enabling you to quickly and efficiently issue estimates (or orders) by email.
  • Customers can review these and accept them over the web by clicking a link in the email itself.
  • Once accepted each transaction is clearly marked with the acceptance details and you can drill down for further information.
Description:
 
Bogged down with the process of issuing estimates or orders, then following up with customers to approve them?

This SuiteExtender automates the entire process, enabling you to quickly and efficiently issue estimates (or orders) by email. Your customers then review these and accept them over the web by clicking a link in the email itself.

Once accepted each transaction is clearly marked with the acceptance details and you can drill down for further information. Acceptances can automatically update the status of the transaction - for example, estimates can be turned into sales orders - and an email notifies your staff as soon as an acceptance is created.

Take the pain out of the acceptance process with this SuiteExtender.

If you've purchased Online Customer Estimate/Quote Acceptance log in and visit our Knowledge Base visit our Knowledge Base to read documentation on this SuiteExtender.