Accept Estimates without a portal login
Freshbooks gives the user a unique url for the estimate and automatically logs them in. Avoiding the portal login requirement. zoho invoice should do the same. alot eaiser for customers to accept estimates when they dont need to login.
Anonymous
shared this idea
Hello everyone,
We are glad to inform that in Zoho Invoice, your clients can accept/decline estimates without logging in to the client portal. Kindly refer this help document to know more on this.
https://www.zoho.com/invoice/help/estimate/estimate-preferences.html#public-link
You can give it a try and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma
-
ano
commented
That would be very good add addition, with Zoho it is confusing and not straight forward, the user receives email that they should create an account (they don't even know why they are asked to create an account) 60% of the requests end up in the spam folder, so user doesn't even know the request was sent