Quotes – Select Settings

Watch the video or scroll down for step-by-step instructions.

Tiers: Scaling Up, Owning The Market

Step-by-step instructions . . .

1

Navigate to Settings and then Quotes. The first box shows the number assigned to the most recent quote. In the next box, you can choose the next number in the sequence. 

2

Default Customer Message is where you’ll add text that you want to appear on all generated quotes. You can edit this message on individual quotes when you’re building them, and it will only affect the message going to that particular customer for that one quote. 

3

You can require the customer to have a payment method on file before they can approve quotes. If you toggle this on and then send a quote to a customer who doesn’t have this, when they click to approve the quote, they’ll get a pop-up window asking them to add a payment method. The payment method they provided will be saved and kept on file. If you’re a pool company admin working with Skimmer in the back office, you can go in and approve the quote yourself without having to provide a payment method.

4

You can choose to receive email alerts when a quote is approved or rejected. Emails will go to the same addresses you’ve chosen to receive alerts under Settings and General. 

5

Configure defaults for the email that will deliver the quote to your customer. When you’re happy with your quote settings, click Save.