Once you have created a new project and saved it, you will be prompted to send the project offer to the customer for review and approval
Prepare the project 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.
Submit the project for review
By pressing "Send" you will submit the project.
Xolo approves all projects to ensure everything is correct and that we meet the necessary compliance standards.
Note: Before the customer has approved the project you can always "call it back" into draft mode, edit and submit the project again.
Customer receives project
Once approved by Xolo, your project 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 project.
Customer reviews and approves the project
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 project, 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".