Once a customer signs a quote using SetSale, two key things happen: one for the customer and one for your company.
Customer's Experience
After signing, the customer immediately sees a confirmation screen that says their order is confirmed. They also receive an automated message outlining the next steps for installation. This message includes:
Step 1, Contact: A representative from your company will contact them within one to two business days to schedule the installation.
Step 2, Schedule: You'll find a convenient time to install their new system.
Step 3, Installation: Your professional technicians will install the system and ensure everything is working correctly.
The customer can also view details of the sold system, including model numbers, specifications, and warranties. A "Contact Us" page with your company's information is available, and they receive a digital copy of the signed PDF with all the terms they agreed to.
Your Company's Experience
On your end, the system automatically updates the status of the signed quote, and your team is notified.
Quote Status: The quote status changes to "Won" in the system, indicating a completed sale.
Email Notification: The email address listed in your company settings receives a "New Accepted Customer Purchase Confirmation" email. This email includes all the critical details, such as the customer's name, payment method, the specific equipment they selected, and any add-ons.
Quote Details: The email also contains a "View Quote Details" link, which takes you directly to the full quote within the SetSale platform if you need to access it.
This process ensures that as soon as a sale is finalized, your team has all the necessary information to get the equipment purchased and the installation scheduled, ensuring a smooth and efficient workflow.
