Customers can ask questions about a quote directly from their emailed quote or from the customer portal. Questions are sent to your office's "Reply To" email address configured in Email - Settings.
How Customers can Ask a Question About a Quote
From the Emailed Quote
Open the emailed quote and click "Ask a Question."
From the Customer Portal
Log into the customer portal, open the quote, and click "Ask a Question."
š” Quotes only appear in the customer portal after they have been emailed to the customer at least once.
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Where Questions Are Sent
Customer questions are routed to the "Reply To" email address configured in Email -Settings - not to a specific team member. Make sure this address is monitored so customer questions don't go unanswered.
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