Viewing quotes

When a quote is shared, the contact will receive an email with a link that brings up the quote in the portal. You can customize this email message on Workflows > Quotes.

Viewing a quote in the portal

The user can accept the quote using the Accept quote button. This will notify the Bunny user that shared the quote. Note that invoice templates control whether purchase order number and tax ID need to be provided at the time of acceptance.

Accepting a quote in the portal

If either the DocuSign or Dropbox Sign plugin is enabled, clicking the Accept quote button will redirect to DocuSign and start the signing process.

The purchose order number is optional, but if provided, will be added to the quote in Bunny.