Once you’ve sent the Quote to your customer via email or text, they’ll have the option to either accept it—by selecting one of the Book & Buy! buttons next to each service frequency offered—or decline the quote altogether.
Haven’t created a Quote yet? Click here to get started. Looking to learn more? Click here for additional information.
When a customer declines a Quote, they are automatically redirected to a feedback page where they can share their reason for declining the quote. This helps you better understand their decision and improve future offers.
The status of the Quote will automatically update to Declined, and administrators will receive an email notification informing them of the customer’s decision. Learn more about Quote statuses here.
What are the administrator's options after a decline?
An administrator can reopen the Quote, make edits, and resend it to the customer. Alternatively, if the quote is no longer needed, it can be deleted to remove it from the system entirely.
