Send quotes via Petra & have customers sign them digitally

**Problem / Use Case** In a small business, the quote workflow takes up a lot of office time: sending out quotes, following up by phone, waiting for the signed copy to be returned, and filing them away. The administrative staff is stuck in a manual back-and-forth. **Idea** Petra sends quotes directly to the customer and has them signed digitally—the approval process (including the return of the signed document) runs automatically. This is closely integrated with appointment scheduling: once the order is approved, the appointment is scheduled immediately. **Value** - Less manual effort for the administrative staff (no more sending, following up, or filing) - Faster order approval → shorter time to the appointment - Supports the “administrative staff thesis”: fits directly into Track 2 “Office” of the product vision (quotes/orders/documents) and complements the already planned appointment scheduling (Track 1) **Request** Several companies have requested this (including Thorsten Hungerland Sanitary and Heating Technology) — submitted via Support/Sales. **Open / To Be Clarified** - Which signature procedure (legally compliant / eIDAS-compliant required?) - Should the signed quote be automatically sent back to the ERP/CRM? - Which channels should be used for sending (email, WhatsApp)?

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Upvoters
Status

In Review

Board
💡

Feature Request

Date

21 days ago

Author

Hendric Martens

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