Documentation

Contacts on Quotes

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To create a Quote, MonetizeNow requires selection of the following Contact roles for each Quote. The same person may play multiple roles. The name and contact information of Contacts show on the Quote PDF.

  • Primary Contact: the primary point of contact of your Sales team at the buyer
  • eSign Contact: the signer of the Quote on behalf of the Account buying your product / service
    • Required if using MonetizeNow's eSign integration
  • Billing Contact: the recipient of invoices if the Quote is executed

Updated 12 months ago