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Under review

New quote confirmation page

clement.triplet 1 year ago in Something Else updated by Thijs Senten 1 year ago 10

Hello, 

We noticed a new page to validate a quotation sent to the customer. It opens automatically in the browser and asks to validate the quote again. Previously, it was enough to click on the link in the mail sent to the customer. 

How can I disable this option? We find this useless and it misleads our customers (they think it's an error message).

Thank you in advance.

Thanks for pointing this out! We don't like this at all either. 

I suddenly understand why clients have been telling us they accepted quotes while didn't see any change in our system.

I would be very happy if this could be reversed or at least disabled.

No answers from xtrf...

I would like to know if it is possible to change this page by another one on which we could ask the customers to complete the specifications for the translations.

Thanks

Hi All,

sorry for the delay in response.

I'm sorry that you don't like that change, however, we received many notifications that this solution was prone to antivirus behavior and resulted in Quotes being accepted without the owner's knowledge.

We had to act quick and hence the solution you came across. However, we will improve this in the future releases.

Using the occasion, please let me know what is most annoying in the current solution and what you would expect from the future improvement. 

Thanks,

Moreover, several of our customers pointed that such action (quote acceptance) is legally binding.

There are laws that require double confirmation in some countries for that case.

Thanks for the explanation.

For us the main problem is that clients were used to accepting the quote by clicking on the link and they didn't look any further. So I think I'm just going to change the text in the notification to make it clear that they need to confirm a second time. Is this also the case when declining, actually?

As for future improvements: I would like to see the possibility to change content and style of those XTRF-generated pages, such as this.

We like the function, but it did come as a surprise :) A few quotes were left unconfirmed because the client thought they had confirmed them.

We think it could be improved by making it optional (per-client).

Under review

Hi All

First of all sorry for the inconvenience it caused. 

@Thijs both links (to accept and to reject the quote) are now leading to the same page. So you can easily remove one of them and leave just one link with information for the clients to follow the link to decide about the quote.

Best regards,

Marek

Hi Marek,

Thanks for the update! I just checked and there still seem to be two separate pages: one with an 'accept' button, a different one with a 'reject' button. 

Do we need to change the links somehow to get to the page where both buttons are on the same page?

Also: how does this fit in the 'double confirmation' strategy? If we maintain a single link in the email, there will only be a single confirmation again, won't there? Except this time it will be on the page, instead of in the email.


Please correct me if I'm wrong!

Hi Thijs

I'm very sorry I've jumped a bit to the future on this one. 

You are right currently there are 2 links one links to the page with approval and the other to the page with the rejection of the quote.

But soon we'd like to replace those with one link that would lead to one page with the option to both approve and reject quote.

When your client will accept/reject the quote with one of the buttons on the page there will be an instant confirmation of that operation on the page and also the system will send an e-mail notification about the choice made just like it does now.

Cheers, that sounds good to me. I think that's a good solution. Let me know when the future arrives ;-)

As for the confirmation page - are there any plans to let users modify the text? I think the current page says something like: 'This confirmation cannot be reversed', which I think is actually not true (at least in our case). If the client mistakenly accepts a quote, we're not necessarily going to hold them to it.