December 13th, 2023

Hello Formitize Community,
We are thrilled to announce the upcoming launch of QuoteAccept, set for release in early Q1 2024. This innovative addition is set to transform your sales process, making it faster and more efficient than ever before.
Introducing QuoteAccept:
QuoteAccept is designed to streamline the way you share and receive approvals on quotes. With this feature, you can instantly share quotes with your customers using Email, SMS, or QR codes. Your customers can then conveniently view and accept these quotes on their phone, tablet, or computer.
Key Features of QuoteAccept:
Instant Quote Sharing: Effortlessly share quotes using QR Code, SMS Message, Email, or through the Client Portal.
On-the-Spot Acceptance: Enable customers to instantly accept quotes on any device, adding speed and convenience to your sales process.
Automatic Updates: Receive an alert when a quote is accepted, and see the quote status auto-update to “Accepted”. Easily convert accepted quotes to invoices or jobs.
QR Codes for Quick Acceptance: Automatically add QR codes to your Quote PDFs, allowing for quick and easy quote acceptance.
Benefits of QuoteAccept:
Speed Up Your Sales Cycle: Quicker quote acceptance leads to faster sales conversions.
Improve Customer Experience: Simplify the approval process for your customers.
Reduce Administrative Tasks: Cut down on paperwork and manual follow-ups.
Prepare for QuoteAccept: The activation of QuoteAccept on your account will be simple and straightforward. Stay tuned for more details on how to activate and make the most out of QuoteAccept.
Your Feedback Is Valuable: We're looking forward to hearing your thoughts on QuoteAccept once it's live. Your feedback is crucial in helping us continuously improve our features.
Get ready to experience the difference QuoteAccept will make in your sales process.
Best regards,
Formitize