Notify clients via email when new quote is created, and include shortened link

Notify your clients via email when a new quote is created in Moneybird, including a shortened Bitly link for easy access and acceptance. This speeds up the onboarding process and improves client engagement.

Notify clients via email when new quote is created, and include shortened link

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Overview

Notify your clients via email when a new quote is created in Moneybird, including a shortened Bitly link for easy access and acceptance. This speeds up the onboarding process and improves client engagement.

Notify clients via email when new quote is created, and include shortened link