Emailing quotes is so very important in this digital age. The good news is Panel Quote has a beautifully simple system that allows you to email quotes, attach photos, attach documents, send quotes to multiple recipients, and quickly see which quotes have been emailed to your customers. It also informs you when quotes have been opened by your customers. All of this can be done with a few simple clicks of a mouse button.
In the example above the Status icons tell us what is going on.
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Email not sent to customer |
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Email sent to customer but not opened |
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Email sent to customer and opened |
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Printed copy not posted to customer |
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Printed copy posted to customer |
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Printed copy not handed to customer |
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Printed copy handed to customer |