Adding a Quote
- Search for contact
- Click on the Orders button
- Click on Create Quote
- Type in the product(s) you want to add to the quote
If you need to add or update products - GO HERE
Sending a Quote
Once your quote is created, you can send it to a contact with or without payment options for them to click on a link to accept.
You can template the email body as well as edit it before you send.
Keap can be configured to trigger automation when
- A quote is sent
- A quote is viewed
- A quote is accepted
- A quote is paid
- A quote is rejected
When a quote is accepted it is automatically converted to an order and you can add a payment plan, including deposits and recurring subscription payments if required.