Creating and Sending Quotes on an iPad/iPhone

1. To create quotes on an iPad/iPhone tap the plus sign and select quotes. 2. Choose the customer, enter the relevant details for the quote and send the quote on the spot to your customer via email.

Once the Quote has been saved, the potential Customer can accept the quote by signing their Acceptance directly onto the screen of the tablet.

1. Click on ‘Get Signature’

2. Hold the screen for the customer to use their finger or stylus to sign directly onto the screen

Note: At this point, the quote can also be converted to an invoice.

3. Click on Done to save the updated Quote and complete the Invoice conversion. The signature captured will be saved as an attachment to the Customer quote 4. Send the invoice directly to your customer via email