In RemOnline, you can customize the template for Online Estimate Acceptance.
Firstly, you need to set up a notification template to automatically or manually send a message with a link where the client can view the details and accept or decline the estimate.
How do I customize the online estimate acceptance template?
1. Go to the Settings > Notifications page in the Templates section.
2. Click the "+ Template" button if you want to add a new template, or click on the name of an existing template to edit it.
The text of the message template can be anything, but it must contain the {Estimate Client URL} variable, it can be found in the Other block. It is this variable that forms the link for the client.
How do I automatically send a calculation for approval?
1. Click the "+ Notification" button in the "For Clients" section.
2. Select the "Work order status changed to" event and the desired status.
3. Specify the message type: SMS or Email.
4. If necessary, set up delayed sending of the notification.
5. Select a message template.
After the estimate has moved to the specified status, the client will receive a message that will contain a link to the web form with the estimate.
The web form contains your company logo and name as specified on the Settings > General page, manager name, estimate details, and buttons to accept or decline the estimate.
You can configure the accept/decline buttons, as well as the statuses to which the estimate goes after acceptance/decline by the client, in the status settings.
Acceptance and decline of the estimate are also logged in the event feed.