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 2 months ago