On a template-by-template basis, you can choose to enable online payments, deposits, and electronic acceptance within Acceptance & Payments. Our Quote Acceptance allows your customers to formally agree to purchase the contents of their quotes according to your terms of sale. If you're going to accept payment, you'll need to first setup a Payment Gateway.
To enable our Quote Acceptance when adding or editing a Template, simply navigate to the Acceptance & Payments tab to select the Enabled radio button under Electronic Acceptance:
You can then choose how you'd like your Customers to pay for and/or accept the Quote depending upon your payment terms. If you'd like for your Customers to pay for the full quoted amount, simply select Full Payment under Payments as shown below:
By default the Payment Required will be set to Enabled. Should you wish to allow your customers to pay later (i.e. cheque, money order, etc), simply ensure Payment Required is set to Disabled which will give your customers the option to Pay Now or Pay Later when on the Checkout page:
If your payment terms only require a Deposit to be made, you'll want to select Deposit under Payment Type where you can define either a Fixed Amount or Percentage of Quote:
If you won't be associating your Quoter account with a Payment Gateway but would like your customers to agree to specified Acceptance Terms by electronically accepting, you can click on the Disabled radio button and click on the checkbox to the left of Show Acceptance Terms and to the left of Require Signature:
Requiring Signature will utilize our Electronic Signature feature: