Can I change the contract length?
Yes. The default contract length is 36 months, but you can change this to a different term if required before generating the quote.
Do I need to add an organisation every time I create a quote?
No. You’ll only need to add an organisation the first time you create a quote for a customer. After that, the organisation will be saved in the Waste Pricing Tool and can be selected from the dropdown list when creating future quotes.
Can I add more than one waste service to a quote?
Yes. You can add as many waste services or waste streams as required by selecting Add Service to Quote again.
When should I adjust the pricing?
Wait until you’ve added all waste services before adjusting the price per lift. This ensures the quote totals, savings and margins have updated correctly.
What does “Mandate Ready” mean?
An organisation is marked as Mandate Ready once all the required Direct Debit information has been added. This must be completed before an Agreement PDF can be generated.
Why can’t I generate an Agreement PDF?
The most common reason is that some required organisation information is missing, such as the customer’s bank details or registered address.
The Waste Pricing Tool will tell you which information needs to be completed before the agreement can be generated.
Can I edit a quote after it’s been sent for signature?
No. Once an agreement has been sent for signature, the quote becomes locked.
If changes are required, you’ll need to duplicate the quote, make your amendments and generate a new agreement.
Can I use my own branding on quotes and agreements?
Yes. The Waste Pricing Tool supports white labelling.
You can upload your own company logo, colours and signing redirect URL so your branding appears on Quote PDFs and Agreement PDFs.
Can I use my own e-signature software?
Yes. You can generate the Agreement PDF and send it using your own e-signature platform instead of the built-in signing process.
You’ll need to upload the signed agreement and any supporting signature documents when submitting the sale.
Can customers sign a printed agreement?
Yes. You can print the Agreement PDF, obtain a handwritten signature, scan the completed document and upload it as part of the sale submission process.
What happens after the customer signs the agreement?
Once the customer has signed, the agreement is automatically submitted to the Operations team for review.
If everything is correct, the sale will be approved. If any information is missing or incorrect, the agreement may be rejected and returned for amendment.
I need a quote for multiple locations or a non-standard service. What should I do?
If your customer’s requirements fall outside the standard quoting options, such as multiple locations, specialist waste types or bespoke collection schedules, please start a conversation with our team via Intercom and we’ll be happy to help.
Still need help?
If you can’t find the answer you’re looking for, start a conversation with our team using Intercom and we’ll be happy to assist.