RE: Ability to add ‘Accept’ / ‘Decline’ buttons in proposals to clients?

Our company emails proposals to our clients via NetSuites, although we want to include ‘Accept’ and ‘Decline’ buttons in the proposal emails.    We would like the client the ability to accept or decline a proposal directly through the email they received.    Two things we’d like to try….

First,  in the proposal, it displays an ‘Accept’ and ‘Decline’ buttons to accept an overall proposal.

OR the route we’d like to take….

We’d like to give the client the ability to choose what services they want by checking them off and then approving the overall proposal via an ‘Accept’ / ‘Decline’ button.   We would then receive a confirmation email showing us the services they approved or declined.    If approved, switching status to ‘Approved’ … same for declined.

How do we approach this in NetSuites?   Is this possible?

Andy Iverson Rookie Asked on February 1, 2022 in Other.
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2 Answers

Question – are you tying the proposal up with a standard Estimate record?

You can choose to grant them access to the Customer Center but this will require them to remember and enter credentials for them to do so…

Or you can choose to develop a custom page from scratch, though this will require a huge amount of work depending on how complex and detailed the interfaces you’d like it to be.

Up to you.

Thanks,

Lea Columna

We do the heavy lifting for your NetSuite Development projects so you can focus on growing your business.

ceanatech.com

Beginner Answered on February 9, 2022.
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