Sharing a quote
When your quote is ready to be shared with the customer, you click the green Share button at the top.
This will send the deal contact an email with a link to the quote. When the contact clicks on the link, it will be shown in the portal where it can be accepted.
The workflow category Quotes has several customizable workflows that control what happens when quotes are shared, accepted, require approval etc.
Accepting a quote
By default, the contact will be asked to accepted the quote using Bunny's built-in confirmation box. This will capture the name, title and optionally a Purchase Order number from the contact and then mark the quote as accepted.
It's common to require a signature as part of the quote acceptance which can be achieved by enabling one of the following signing integrations.
Bunny Sign (Our free e-signature solution)
With a signing integration enabled the contact will be redirected to the signing platform to review and sign the quote document. Upon completion of the signing the quote will be marked as accepted.
Can I have multiple signers?
Yes. On the signing tab on a quote you can select one or more signers. All signers must complete signing before the quote will be marked as accepted.
With multiple signers involved the first signer will get a link to the Bunny portal where they can view the quote. Once they start signing in the Bunny portal the other signers will get an email directly from the signing provider prompting them to sign the document.
Signing capabilities
Some of the signing providers have different capabilities. The table below indidcates which features are available for each provider.
Sign quotes
Multiple signers
Tracks acceptance once all signers are complete
Tracks status of each signer
Compatible with Payment on acceptance
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