Contract Not Sent

Jordan N. shared this question ago

Answered

Below lead created a quote, accepted quote but contract was not sent to them in order to make payment/sign etc.

This is one of 3 current issues we have with order flow/alerts.

Could you please advise if this is an issue at our end or IO?

Thanks

Lead 6771519

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Comments (2)

Susan M. ● 3 years ago

It looks like the customer got the quote...and then clicked on the contract themselves. Looking through your auto emails it doesn't look like you have an auto contract reminder turned on yet.

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Jordan N. ● 3 years ago

"Copy of contract (for customer) " is an automatic email that has always worked.

Why do we even have to create an email as an afterthought for a customer to receive a copy of a booking?

If I buy something online, I'd expect to receive a copy of the order automatically

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Susan M. ● 3 years ago

I thought that one was meant to go out after it was signed (which it ended up going out today after signed)

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Jordan N. ● 3 years ago

It should go out either way? What happens if the customer doesn't sign the contract?

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Susan M. ● 3 years ago

This is a "Contract Received" template so it's an email that is triggered by the customer signing it.

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