Draft quotes

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We like to cater to your schedule so you can quote while you’re on-the-go. When your workload gets busy, you can be assured that any draft quotes are saved as soon as you progress to the preview page.

Pick up where you left off by clicking ‘resume’ in the ‘leads’ tab in your account. A draft quote can also expire so we’ll also send you a friendly email reminder of the quotes you haven’t yet sent.

When you resume quoting, you’ll see a preview of how far you progressed. If you’re happy with how it looks, simply press ‘send’ but if there are some details you’d like to tweak, continue preparing your quote by heading back to the quote form.

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    Oneflare Administrator

    We cater to your schedule so you can quote while you’re on-the-go. When your workload gets busy, any draft quotes are saved as soon as you progress to the preview page.

    In the quotes section, you can pick up where you left off by selecting quotes marked as ‘draft’. For quotes that have not yet expired, we’ll send you a friendly email reminder to continue quoting.

    When you resume quoting, you can see how far you’ve progressed and when you’ve completed the quote, preview the details before sending. If there are details you’d like to tweak, continue preparing your quote by heading back to the quote form.

    Edited by Oneflare Administrator
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