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After sending, the customer receives a secure link to the issued offer. Treat that link as private.

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Walk the customer through it

  1. Confirm the customer and installation address.
  2. Review the selected system and included services.
  3. Explain the total, incentive conditions and payment schedule.
  4. Review savings only when included in the issued offer.
  5. Read the agreement and available documents.
  6. Follow the displayed acceptance/signature and payment steps.
The customer view and PDF use the issued snapshot. They should not expose internal equipment costs, commission, margin or staff notes. Internal BOM detail belongs in the staff workflow.

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Understand status changes

A view records engagement with the link. Acceptance records agreement. Payment processing and successful collection are separate states. Do not tell operations the deposit is paid merely because the customer signed or returned from checkout. If a revised offer is published, the customer should review the current offer before accepting. An old browser tab may need refreshing.

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Customer questions

If payment appears pending, check the payment record before requesting another attempt. If the secure link has expired, use the supported staff action for the quote. If the displayed terms differ from an earlier discussion, resolve that before asking for acceptance.

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ArgonixIntelligence in this workflow

Intelligence helps staff explain the offer. It does not accept terms on the customer’s behalf, certify the savings forecast or confirm payment.

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