This guide will take you through sending a conveyancing quote to a client.
Please note: In order to create a conveyancing quote you must firstly have a conveyancing calculator setup for your firm. Read this guide for help creating a conveyancing calculator for your firm.
Read this guide for help creating a conveyancing quote.
Sending a conveyancing quote
A conveyancing quote can be emailed automatically to each client involved at the point it is calculated by selecting CALCULATE AND SEND.
If you choose CALCULATE AND REVIEW then the quote will be displayed and there will be an option to send it. Selecting SEND QUOTE will email the quote to all the people involved.
Resending a conveyancing quote
A conveyancing quote can easily be resent to a client. Once a quote has been emailed to the client the SEND QUOTE button becomes a RESEND QUOTE button. Selecting it will resend the quote via email to the people involved.
Quotes that haven’t been sent
If the quote hasn’t been sent yet then the following message will be displayed.
There will also be an exclamation mark next to the people involved in the quote indicating that they haven’t been emailed.