We have put together frequently asked questions about getting started
or continuing doing your business during the coronavirus crisis.
Learn more

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"

Did this answer your question?

Related articles