Once you've created and saved a new project, it's time to send it to your customer for review and approval.
Prepare the Project for Sending
Click "Submit for Review" to open a draft email addressed to your customer’s contact person.
You can edit the Subject and Message as needed.
Optionally, you can send a copy of the email to yourself.
Submit the Project for Review
Once you're ready, click "Send" to submit the project.
Remoly Invoicing will review the project to ensure everything is accurate and compliant.
If needed, you can recall the project into draft mode to make changes before resubmitting it.
Customer Receives the Project
After Remoly Invoicing's approval, your project will be sent to the customer for final approval.
The customer will get an email with a link to review the project.
Customer Reviews and Approves the Project
The customer reviews the project and confirms they are authorized to sign on behalf of their company.
By approving, the customer agrees to the service contract and Remoly Invoicing’s terms and conditions.
Once approved, the project becomes a formal agreement.