Customer sign off
When customers open an Estimate they are confused as how to pick the option they want and sign off. I think the NEXT button throws them off. Can it be labeled differently to make it more clear? Like "choose options and sign" or something. I think they are thinking that when they tap next that it signs it.
7
votes
Penny Erickson
shared this idea
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Christine Hatchett
commented
We have had quite a few customers that can't figure out how to sign the sumo quotes. They are getting stuck on the page where it has the "next" in light green at the bottom left of the page. They don't realize they need to click that to move on and be able to sign the estimate. Can that be changed instead of saying next, maybe it can say something like review options and sign? This could be less confusing for customers.