Overview

Client access is a Tave feature which allows your clients to view quotes, contracts, pay for services (if you've made this option available) and update their contact information - all from the web. This article is strictly dealing with how to send a quote via client access. Any quotes you make for a client/lead will be accessible via client access. If a client/lead accepts a quote, you will be notified within Tave's Attention Needed box - the red one on the main page - and via email if you've added your email under Settings › Studio Settings

Step 1

First you want to make a quote for your client/lead:

1. Click on Jobs in the left navigation.
2. Select a job for a client/lead. You'll be taken to screen showing that particular job.
3. In the Quotes & Sales Orders box near the bottom of the page, click "New Quote."
4. Create the quote.
5. Click the Save button.

Now your client/lead has a quote assigned to them.

Step 2

You're now going to give your client/lead client access via a web link to the quote:

1. Click on Clients in the left navigation
2. Select the client you just created a quote. By the way, this client will need to have an email address.
3. On the right-hand side of the screen you'll see the Client Access box. Click the "click to enable" link.
4. A link will be generated in this client access box.

Step 3

1. Email the link to your client/lead.