This tutorial shows you where to find the setting in the Kwoot admin, what to modify and where to control the result on the team side or on the client side.
Before you begin, keep your establishment's actual information on hand: offer, commercial rules, conditions, customer texts or visual elements depending on the setting concerned.
Configuration steps
- Open a test quote and go to the customer portal.
- Check the logo, texts, amounts, documents and steps.
- Check that the customer understands what to do next.
- Return to the settings or quote if any information needs to be clarified.
Captures to follow
The screenshots below show the setting in the admin, then the places where the change may appear in the form, quote, customer portal or internal tracking.
Save, reload the public form or folder, and create a quick test. If the text, price or document is unclear to a customer, correct it before going live.
Continue setup
After personalization, quotes must remain simple to follow: draft, sent, signed, deposit expected, paid or archived.
Open → Following Organize customer files and historyEven if it's not a design tweak, it's an important business customization: your customers, businesses and histories must remain clean.
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