SQ and JN Control What Happens when an Estimate Link Expires
In addition to the timeframe for expiration. It would be much better if we had control over IF the link should re-send. If our pricing is time-sensitive, why would we want it to resend at all after expiration?
Anthony
shared this idea
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Clint Kenny
commented
The ability to modify the expiration should be determined by each company's preference. This is crucial because when customers attempt to click the link and find it has expired, employees are required to put in additional effort to resend the link, ultimately causing difficulties for customers in completing the signing process.
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Katie Bay commented
Very critical to our business that we can customize this feature.
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Frank Mercado
commented
Ability to change the amount of time until an estimate link expires
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Clint Kenny
commented
When we send and estimate to a potential customer, the link expires after 48 hours and causes more work for us as we have to resend the estimate.
We should be able to change the time the link expires or at least give the customer 2 weeks to look over an estimate to be able to review and think about their options.