Interactive buttons

Interactive buttons 

The interactive buttons allow your customers to interact directly with the quote making it easier for you to follow-up.

 

Clients can click on any of the following buttons; these are only examples:

  • Accept the quote

  • Reject the quote

  • Comments, and

  • Sign Electronically


How it works? When you send a quote from Osmos, the client receives an email that looks like this. On the top 4 interactive buttons are displayed. When the client clicks on any, you will get a notification in Osmos.

 

  

You can customize the interactive buttons text and description from Setup > System Values > Quote Interactive Buttons

 



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