Send a request to your customer

A request gathers the questions, files and approvals for an order. Your customer answers it from their phone, with no account and at no cost.

Create the request

1. 011. Choose New request in the top bar.
2. 022. Under Template, pick a published template, for example Promotional brochures.
3. 033. Under Customer, search for an Existing customer or add a New customer, such as Lucía Herrera of Café La Ceiba.
4. 044. Under Details, check the Title, the Due date and the Owner. If the customer approved details before, you can turn on Reuse this customer's approved details; they confirm them before moving on.
5. 055. Choose Create and share.

Share it

Once it is created, Share request opens. You can also open it later from the request. There are three tabs:

• Email: write a message and choose Send invitation. It goes out with your logo and a button to open the request.
• Link: choose Copy link and paste it wherever you like. The link asks for a code sent by email, and you can revoke it at any time.
• WhatsApp: choose Open WhatsApp. It opens with a message ready and the link; you choose who gets it. Nothing is sent on its own.