There’s money to be found in ecologics. And everybody knows: paperless is the future. Teamleader is aware of this and accomodates this in some easy-to-use platforms. Thanks to these platforms, your stack of papers will decrease significantly.
One of those platforms is Cloudsign - the perfect way to send online quotations and get your customer to accept them!
How does it work?
Instead of sending the quotation to your lead via post, you can include a link in the accompanying email that leads Cloudsign platform. To do this, navigate to Settings and choose the tab ‘Deals’. Find the ‘Email templates for quotation layout’ widget and edit or create a new one.
Add the parameter #LINK somewhere in your email body. The parameter will change automatically to the sentence ‘view and accept quotation online’ once you send the email to your client.
Your client will receive an email looking something like this:
When your client clicks the link, he will be redirected to Cloudsign. This is what he’ll see:
Once there, your client is able to:
- Download the quotation as a pdf
- Accept the quotation by signing it
- Ask questions about the quotation
If your customer chooses to sign the quotation, you’ll be notified immediately by email and in Teamleader. You’ll also see that the status of the deal is changed automatically to ‘Accepted’.
All of our platforms, including Cloudsign, can be personalized with a very own background. Navigate to Settings and go to ‘Cloud platforms’. The first widget will let you upload a custom background. A background has to be in .jpg format and preferably have a dimension of 1920 x 1800 pixels. This will be the background for all of your cloud platforms.
Don’t worry if you’re sending to customers who don’t speak your mother tongue. If the language of your contact is set correctly in Teamleader, Cloudsign will be shown in his or her language as well.
Customer support service by UserEcho