Getting started: How do you want your client to accept the quotation and what are the steps after that?
After having followed up the deal and created the quotation, your lead now only needs to accept it. Piece of cake, we’d say.
First, you need to decide whether you'd like to use Cloudsign or paper versions. When sending your quotations via email, you can create an email template via settings to save time, as you do not want to draw up the same email over and over again.
You can change the deal phase manually to “Accepted”, but you can also use Cloudsign. This enables your clients to view their quotation online and sign it right there on the spot. Teamleader will then change the deal phase automatically to “Won”. Woohoo! For this reason, we advise you to leave out the pdf version of the quotation in your email.
The next steps depend on your process:
- Would you need to send an order confirmation? Click here.
- Do you want to convert the deal into an invoice? Click here for an advance invoice or for a total invoice.
- Do you want to create a project? Check here.
In (the very unlikely) case that your quotation or the entire deal gets refused, you can fall back on the loss reasons we defined earlier. The difference between refusing and deleting a deal is explained in this article.
You are now all set for your deals. Check here for an overview of all articles on how to get started with Teamleader.
Customer support service by UserEcho