Last Update setahun yang lalu
In Workpark, you can create and send quotations to your clients already in the system. Once a quotation is created it is automatically emailed to your client. Who can then view it using a public link without the need to log in.
Your client can choose to Accept or Decline the offer.
While Decline is a single click, to accept upon clicking the "Accept" button the client needs to fill in the details such as:
- First and last name
- And draw a Digital Signature
Create a Quotation
From your Workpark dashboard, you can head over to the Quotes area under the Finance section.
Click "Create Quote".
One-Click Convert Quote to Invoice
Once a quotation has been accepted by a client it is automatically converted to an invoice.
However, it can be converted to an invoice by you or your team as well.
To convert a quote into an invoice. Go to Finance > Quotes
From the options menu select "convert to invoice" against the quote you wanted to convert. That's it!