Streamlining Quote Approvals: How Opto Software’s New Feature Simplifies the Process

Managing quote approvals has long been a frustrating and time-consuming task for businesses. Manually sending PDFs, waiting for signatures, chasing approvals, and dealing with back-and-forth emails slows everything down. It leads to delays, lost opportunities, and unnecessary admin work.

To solve this, Opto Software has developed a new Quote Approval feature that automates the approval process, eliminates unnecessary emails, and improves efficiency.

Let’s explore how this feature works and the benefits it brings to your business.

The Problem: Why Manual Quote Approvals Are Inefficient

Before this feature, businesses had to:

❌ Manually send quote PDFs via email to clients. ❌ Wait for the client to print, sign, and return the document. ❌ Manually process approvals by checking returned emails. ❌ Manually notify internal teams about approvals.

This process was slow, prone to errors, and created bottlenecks in sales workflows.

The Solution: Automated Quote Approvals with Opto Software

Opto Software’s Quote Approval feature replaces the manual, email-heavy process with an automated, digital approval system. Now, businesses can:

✅ Send a Quote Link Directly to the Client – No more PDF attachments. Clients receive a link to view their quote online. ✅ Clients Approve the Quote Digitally – No printing, scanning, or emailing. Just one-click approval. ✅ Instant Approval Notifications – Once approved, the user who created the quote is automatically notified. ✅ No More Email Chains – The entire approval process happens within the system, reducing clutter and confusion.

This means faster approvals, fewer errors, and a more efficient sales process.

How the Quote Approval Feature Works

The new feature simplifies the entire process into a few easy steps:

• Generate the Quote – The sales team creates the quote in Opto Software as usual.

• Send the Digital Quote Link – Instead of attaching a PDF, an email is automatically sent to the client with a secure link to the quote.

• Client Reviews & Approves – The client clicks the link, reviews the details, and approves the quote digitally—no printing, scanning, or emailing required.

• Automatic Approval Notification – The user who created the quote gets an instant notification once approval is received.

• Quote is Ready for Action – With approval confirmed, the next steps in the sales process can proceed immediately.

This streamlined, digital-first approach eliminates unnecessary admin work and speeds up the entire approval cycle.

The Benefits of Automated Quote Approvals

1. Eliminates Email Overload

🔹 No more email threads with multiple attachments.

🔹 All quote approvals happen through a dedicated digital link.

2. No More Printing, Scanning, or Manual Signatures

🔹 Clients approve quotes with one click.

🔹 Sales teams don’t need to track down signed PDFs.

3. Faster Approvals, Faster Sales

🔹 Clients approve quotes immediately without delays.

🔹 Sales teams get instant notifications and can move forward faster.

4. Improved Accuracy & Record Keeping

🔹 Eliminates lost emails and misplaced PDFs.

🔹 Every approval is securely stored in the system for future reference.

5. A More Professional Client Experience

🔹 Clients appreciate a modern, seamless approval process.

🔹 No technical issues with PDFs or scanning—just a simple link for easy approval.

Why This Feature Matters for Your Business

For businesses that rely on a smooth quote-to-sale process, this feature is a game-changer. It eliminates manual work, speeds up approvals, and ensures nothing gets lost in email chains.

🔹 Sales teams spend less time chasing approvals and more time closing deals.

🔹 Clients enjoy a hassle-free, fully digital approval experience.

🔹 The business benefits from faster turnaround times and improved efficiency.

With Opto Software’s new Quote Approval feature, you can finally say goodbye to PDF attachments, slow approvals, and lost emails—and hello to a streamlined, automated workflow.

📢 Want to see this feature in action? Contact us today to learn more about how Opto Software can help optimize your business processes.