This will remove the quote from Quote Workspace.删除后此记录将不会再显示。
Please confirm you want to delete this quotation record. This action is intended only for incorrect or test records.
Feature Notice
Quote
This workflow is not active yet.
This action is prepared as a workflow entry point.
Quote Link
Signing link
The link is selected and ready to copy.
Send for Signature
Generate a secure signing link
The signing link is bound to this email for verification (OTP). Editable, but must be the customer’s real address.
Signing link created. Copy it and relay to the customer (WhatsApp / email).
Customer signed on paper? Upload the wet-signed scan (PDF / JPG / PNG, ≤ 15 MB). This marks the quote as Signed — fully equivalent to the online e-signature — and revokes any live signing link.客户已纸质签署？上传湿签扫描件（PDF / JPG / PNG，≤15MB）。系统将标记为已签署（与在线电子签同等生效），并作废现存签署链接。
Syncing HubSpot Deal
HubSpot contact, company, deal, PDF and note
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Creating HubSpot records...
Please keep this window open. HubSpot sync may take a short while.
Prepare Invoice准备发票
Confirm invoice details before generating
Confirm Company Name确认公司名称
Select the ACRA company name to use
Confirm Quotation Outcome确认报价结果
Record the final outcome, reason and next step
Required for future quotation outcome reporting. Select an outcome and one or more reasons, then write what happened. Follow-up Exception keeps the quotation active for the next follow-up date; other outcomes will close the quotation. If the quote information was entered incorrectly, choose "Wrong information entered" and describe the mistake.