New: Clients message you from the Quote Web Page

Rather than phone or send you an email, your prospects and clients can now message you directly from the quote and job web pages:

ClientDialogue

You get an email notification that the customer has left a message and you can see this on the quote or job, in the ‘Messages’ tab:

ClientDialogue2

If you respond using the tool, the client gets an email:

ClientDialogue3

They click on the link to respond and see the rest of of the message trail next to the quote or job.

This means that your conversations about a quote can be kept within the system and linked to the quote. You can also use the internal notes tab for comments you don’t need the client to see.

If you have set up a default email for quotes to be sent from, or you have connected to Quikflw to your mail system, this email will come from that rather than the Quikflw one.

 

 

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