If you need to make sure the correct information is collected or sent out before you quote or start a job, or that documents are approved by the customer, the new eForms on Quote and Job templates will make this easier.
For example, if you need to have a site survey done before you quote you can make sure an eForm for this is always added to the quote. If you need your clients to approve artwork at different stages of the job you can make sure the approval request eForms are added at the start of the process – so are not forgotten. This also makes it easier for you to track the process of jobs through the business and see what has not been completed.
Find out more here:
This functionality is part of the ‘Automated Office’.