Quote → Contract automation
When a client accepts a quote or estimate, Clemion can create or send the related contract.
- 1
Create the quote
Open the quote or estimate and turn on Automation for the next step.
- 2
Choose the contract
Prepare a contract in advance, or let Clemion generate one from the accepted quote.
- 3
Send the quote
Send the quote to your client. They accept it from the Client Hub or the review page.
- 4
Clemion continues
After acceptance, Clemion creates or sends the contract according to the Automation you saved.
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