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Sending contract directly from quote screen

Printed From: DJ Event Planner Support Forum
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Support Forum - Monitored by DJEP Staff


Forum Name: Pre-Sales Questions
Forum Description: This is for any questions you might have about the software before you make the decision to purchase a subscription.
URL: https://eventplannerforum.com/forum_posts.asp?TID=20737
Printed Date: July 05 2020 at 8:29pm


Topic: Sending contract directly from quote screen
Posted By: macgroup
Subject: Sending contract directly from quote screen
Date Posted: June 11 2019 at 10:05pm
Hi there,

Does DJ Event Planner have the same functionality as *** in having the option to send a custom contract directly from the quote screen if the client wants to book online?  I am not a fan of ***'s limitations (i.e. being able to use a fully customized form) but that is a key function for us. I am looking for quote generator > booking (contract) with online signature capability > payment screen.  I can't seem to find the answer to this!  All I see is "Request more information" which I assume goes to the contact form where they have to enter their info. Thanks in advance.



Replies:
Posted By: DJEP Milissa
Date Posted: June 12 2019 at 9:08am
You can send a contract that has e-signature capabilities, however it is not done through any quote system or through any of our website tools such as the Request Information Form.  Here is a video tutorial on Esignature Contracts that may be helpful:

http://www.youtube.com/watch?v=7Xv3iKXlyNQ&t=6s" rel="nofollow - https://www.youtube.com/watch?v=7Xv3iKXlyNQ&t=6s





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