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Clint Kenny

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  1. SQ and JN Control What Happens when an Estimate Link Expires

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    4 comments  ·  General  ·  Admin →
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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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    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.

    Clint Kenny supported this idea  · 

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