Common Causes
- Incorrect Customer Contact Info: Email address or phone number may be entered incorrectly.
- Consent Not Granted: Customer has not opted in to receive SMS or email notifications.
- System or Network Issues: Connectivity problems or server downtime.
- Email Spam/Filters: Emails may be blocked or routed to the recipient’s spam folder.
Resolution Steps
- Verify Customer Information: Double-check the email and phone number provided.
- Confirm Consent: Ensure the customer has opted in for the chosen communication method.
- Check System Status: Ensure Estizee services are operational and your network connection is stable.
- Resend the Quote: Attempt to resend via email or SMS.
- Alternative Delivery: Send a PDF manually or provide the quote through another approved method.
Best Practices
- Regularly validate customer contact information before sending quotes.
- Confirm communication consent during quote creation.
- Monitor system status and notifications to quickly identify issues.
- Document any failed quote attempts and resolutions to track recurring problems.