If you're a broker on Powered by Agile you can now choose whether you want your clients to have the option of paying with a card or by approving the quote and receiving an invoice.
To access view this in real time log in - https://partners.poweredbyagile.com.au/products - and create a quote. Or you can view the video below.
The steps to do this are:
- Select the product you'd like to create a quote for
- Create the quote with the initial quote parameters
- On the next step select Disable credit card payments and save the quote
- From here you can Email the link to the customer
- They receive an email with the quote and your details
- They review the quote, edit it if needed and approve it
- You receive an email to let you know it's been approved
- You can then bind the quote