Quote Review & Approval Process

This article covers the Quote process flow and the Quote Acceptance process for both the client & customer.

Quote Process Flow

1. Create a Quote in Ordway for a Customer

2. Activate & Send the Quote to Customer

3. Customer receives the emailed Quote, signs and accepts

4. Client received an email that the Quote has been accepted

5. Client Accepts & Signs the Quote in Ordway

6. Client converts the Quote into a New Subscription

Customer Quote Acceptance Steps

Customers receive a Quote via email. The Customer is guided through the Quote review & acceptance process via a Quote Wizard. 

Example Quote Email: 

The quote is organized in the following sections: 

• View Quote 
• Add Payment (when set to required in Quote)
• Accept

View Quote

Review the Quote details. Click Continue to proceed. 

Add Payment

Click + Add Payment Method to record a Payment method with the Quote. 

Notes: 

• This step is not shown when Require Payment Method is toggled OFF when the Quote was created in Ordway. 
• A Payment Method is required to Convert a Quote to a New Subscription. 

Click the appropriate radio button at the following screen and enter payment details. 

Accept

Enter signature and click Confirm when finished. Three different fonts are available when providing an Electronic Signature. 

Once a Customer accepts a Quote, the Client is notified via email and signs the Quote in Ordway. 

Client Quote Acceptance Steps

Once a Customer accepts a Quote, the Client is notified via email and signs the Quote in Ordway. 

Steps: 

1. Navigate to Menu > Quotes. 
2. The Quote ready for you to sign reflects the status of Accepted.
3. Click Sign and Accept next to the desired Quote. The process matches what the Customer sees in the above steps. 

Once the Quote has been signed by both parties, the Status changes to Completed. 

Next Steps

Client Converts the Quote to a New Subscription.