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Send offer to customer for approval

Last updated: August 28, 2019

Once you have created a new offer and saved it, you will be prompted to send the project offer to the customer for review and approval

Prepare offer for sending

  • By pressing "Submit for review", a draft email will appear which is addressed to the contact person of the customer.

  • Feel free to edit the Subject and Message.

  • You have the option of sending a copy of this e-mail also to yourself.

  • Note: Ensure that you do not delete the link included in the e-mail which your customer uses to review and approve the offer.

Submit offer for review

  • By pressing "Send" you will submit the offer.

  • Xolo approves all offers to ensure everything is correct and that we meet the necessary compliance standards.

  • Note: Before the customer has approved the offer you can always "call it back" into draft mode, edit and submit the project again.

Customer receives offer

  • Once approved by Xolo, your offer will be forwarded to the customer for approval.

  • The customer's contact person will receive your e-mail and follow the link to review the offer.

Customer reviews and approves offer

  • The customer reviews and confirm that they are authorised to enter into the agreement on behalf of their company.

  • The customer accepts the "Service Contract" which is their agreement with Xolo's terms and conditions.

  • After the customer has approved the offer, the Project becomes a formalized agreement.

Now is time to get started on that project for your customer and issue an invoice when needed!

Click here about the next step to "Send Invoice"

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