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Inquiries Tab Overview

View and manage all of your incoming inquiries in one place!

  • Access your new incoming inquiries or manually add ones to your list
  • Set up appointments with prospective clients
  • Send a custom questionnaire to prospective clients
  • Quickly create digital contracts, setting packages, contract terms and payment schedules, and easily publish to a password-protected Client Site for your client to e-sign
  • Provide your clients with a branded, password-protected site to easily execute contracts, make payments and more
  • 'Contact us' widget will be displayed on storefront if enabled and the user can also add the widget to their business website
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