📦 Reusely - Platform: Bulk Buyback Overhaul with Contract Previews & Automated Notifications

✨ What’s New

We’ve completely overhauled the Bulk Buyback program to address low adoption by introducing critical features for transparency and communication. Users can now preview contracts before sending quotes, and a new fully automated email notification system keeps both staff and customers informed at every step. These updates create a seamless, integrated experience, making the tool easier to use and white-label, ultimately driving more buyback transactions.

🛠️ Key Features

📄 Initial Contract Signing in the Customer Portal

• Users can generate and preview a contract agreement during the "Quote" stage before it's finalized.

• An email directs the customer to the Customer Portal, where they can review the terms and electronically sign to accept the initial offer.

• The initial signed contract is automatically converted to a PDF and stored.

✍️ Reconciliation Approval with Signature in the Customer Portal

• After items are inspected, a reconciliation report is sent to the customer.

• The customer is prompted to log back into the Customer Portal to review the final breakdown and payout amount.

• They must then electronically sign this report within the portal to provide final approval, which is required to trigger the payment process.

📧 Automated Email Workflows

• Customizable email notifications are now automatically sent for every status change in the buyback lifecycle, including:

  • Quotes: Offer created and sent for review.

  • Signed Contracts: Agreement signed, shipping labels provided.

  • In-Transit, Received, Reconciled: Status updates as items move through the process.

  • Payout Processing & Complete: Payment status notifications.

• New notification templates for Customer Notes, Quote Recovery, and Invoices have also been added.

🗂️ Centralized File Management

• The Offer Detail page now features a dedicated "Files" section.

• This section neatly organizes Reconciliation Reports and Signed Contracts, allowing for easy uploading and access.

• Supported file types include PDF, CSV, XLSX, PNG, JPG, and HEIC.

🖥️ Enhanced Customer Portal

• The Customer Portal now provides full visibility into the buyback process.

• Customers can review and sign contracts, view shipping tracking numbers, and access all relevant documents like signed agreements and reconciliation reports.

• The "Trade-in History" button has been renamed to "View Past Orders" for better clarity.

✅ Why This Matters

• 📈 Increases User Adoption: Makes the tool far more useful and integrated, removing previous barriers to use.

• 🤝 Builds Transparency & Trust: Allowing clients to preview contracts before signing builds confidence and reduces friction.

• ⚙️ Boosts Efficiency: Automates manual communication, freeing up staff time and reducing the chance of human error.

• 😊 Improves Customer Experience: Provides a professional, smooth, and transparent journey for customers from quote to payout.

💡 Where You’ll See It

• Settings > Workflow: A new "Bulk Quote" workflow with customizable email templates for each status.

• Settings > Notifications: New templates for Customer Notes, Bulk Quote Recovery, and more.
  
  

• Quote Detail Page: UI updates and the new contract preview functionality.
  
  

• Offer Detail Page: The new "Files" section, updated statuses, and file management capabilities.
  
  

• Customer Portal: Access to contract previews, digital signing, tracking information, and all related documents.
  
  

• Customer Portal: This is where customers will be directed to perform all signing actions for both the initial contract and the final reconciliation report
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