contract expiration
Is there a setting that can be accessed that would place an expiration / time limit on contracts issued via email? When dealing with a volume of online/ phone quotes that request a contract, this would allow us to provide a contract (that could be accessed to make the necessary deposit) that would expire after a certain amount of time. This would prevent potential problems associated with those that wait until the last minute to place a deposit and expect service. The simple answer is....manually check the leads and revert them back to quotes after 'x' amount of time. I understand that, but is there a mechanism that can be implemented to accomplish this automatically? I'm sure that you have encountered the customer that says " I will make the deposit as soon as I get the link"....but that does not happen, and you are onto the next one!
The same question
There isn't an automatic mechanism for this. I'll talk with the team about adding it.
There isn't an automatic mechanism for this. I'll talk with the team about adding it.
That woukd be a good option so to allow the company to make increases as needed withiut bring locked in. We currently have 30 say limits on our contract print out but there are time it would be nice to be able to offer less or more time let's say a special one week sale all quoted prices expire at the end of the week etc
It would also need to tag thoses with some alert to remind us to change prices back once that date expired
That woukd be a good option so to allow the company to make increases as needed withiut bring locked in. We currently have 30 say limits on our contract print out but there are time it would be nice to be able to offer less or more time let's say a special one week sale all quoted prices expire at the end of the week etc
It would also need to tag thoses with some alert to remind us to change prices back once that date expired
Replies have been locked on this page!