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How to check who accept or Reject a quote
When a notification email is sent to the Client with the link to accept or decline the quote or using the client portal for the same purpose, the return email has a footer with the signature of quote requester. But if someone else who received the email has accept/reject the quote the same user signature appears. How to identify who did accept or reject the quote?
Customer support service by UserEcho
Unfortunately system will not recognize who actually clicked accept/reject link as it is connected with contact person to whom quote was originally sent.
Hi Martyna,
Is there any way to update the system to track who actually accepted the quote? There is a high chance that someone might click on the link to accept the quote by mistake and it can be anyone who is in copy or even the Project Manager.