New functionality on your Axonaut account: you can now get quotes directly online!
Get my quotes paid online on Axonaut
Thanks to the new functionality, you can get your Quotes paid online! How does it work ?
1- Activate the online quote payment option
To activate the Quote line payment option on Axonaut, go to this configuration interface: Quote & Invoices!
And activate the option as below:
2- Create your quote on Axonaut
To create your Quote, you can go directly to the card of the prospect / client to whom you wish to make a Quote > in the "Quotes, Orders and Invoices in progress > Add a quote!
3- Send your Quote from your Axonaut account
Your client will access his space to view / download / pay his quote:
Thanks to this new feature, additional automations are available!
In fact, when the Quote is paid by your client:
An invoice will be generated with the quote information
An e-mail will be sent as notification, indicating the payment of the Quote and the generation of the invoice.
Here is an example of an email:
Subject: Your quote # 123 has been paid online
Your quote # 123 has been paid online: Client: Dupont Invoice: # 456 (€ 120.00)
Wishing you an excellent use, Your Axonaut customer service!
For any further questions, do not hesitate to come back to us via the live chat at the bottom right 😉