Partner account
Managing and editing contact details and financial, operational and commercial parameters.
In this section, each partner can edit account information and set parameters on several financial, commercial and operational aspects.
General info
This is the contact information for your main contact that communicates with the HQ of Please ask m. These contact details will not be shared or displayed.
Business rules
Emails With this setting you can choose if you would like m automatically to send an email when the option date of the proposal expires.
Flags Flags make sure to drag extra attention to specific cases.
New proposal when there is a change Sometimes a potential customer requests for a change after they received a proposal. With tis setting you can set rules when a new proposal is needed.
Payment method Default setting when a client did not ask for a specific payment method.
Emplacement Default setting when a client did not ask for a specific emplacement.
Late checkout Should requesting a late checkout be visible on the webform
Ruleset for cancellation These rules are set to set a default on a proposal for the option expiration date. This can be overruled on case level.
Billing info
We need up-to-date information on billing. Please note that, if billing is not in order, the system could go offline.
Visual settings
Partner logo Logo of your location. This logo is visible in the webform and email communication.
Partner favicon Favicon shown in the website bar.
Form photos You can select up to three images. These images will be visible as a slider in the webform and digital proposal.
Partner color Primary color is used as the header color of the email. Secundary color is used on icons in the webform.
Font This font will be visible as the webform font.
Rounded boxes This setting will set the boxed of the webform as round or straight corners.
Intro text This text will be visible as the intro of the digital proposal.
System settings
The processing time is the time window between receiving a new email and the automatically generated outgoing message - it counts in minutes.
In this section, you can set the text for the email templates.
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