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JRimbey
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Member since ‎Dec 20, 2021
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JRimbey
Participant
February 03, 2024
Reply to Quote expiration date extension
BTyler7 - we've had that same challenge in the past as well. There may be another way, but you can always download the Quote that has your Customer's...read more
JRimbey
Participant
January 19, 2023
Reply to Getting signature on a Quote - continues verification loop
This is happening again. Right now. I don't think having a soon to be customer and advising them to "clear their cache" and then if that doesn't work...read more
JRimbey on December 16, 2022
Getting signature on a Quote - continues verification loop
Anyone else having challenges with customers getting stuck in a continuous verification loop when they are trying to sign a Quote? The customer hits "Verify to sign" on the quote - gets the email - clicks the link to validate - then starts the whole read more
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8 upvotes
14 Replies
JRimbey
Participant
December 20, 2021
Reply to Quote expiration date extension
Sometimes it just takes a legal team reviewing the agreement and it pushes past the expiration date. By not being able to extend the date and being f...read more
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