Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Feb 20, 2023

Quote to order workflow - re-send approval

The customer does not always know if their contact will pay via Stripe or on account.There should be an option to allow a contact to approve a quote and for the sales person to then set if the quote will be on account or Stripe. This should allow the sales person to:


Confirm the order so that it is sent to the inventory management system.Set the payment method as Stripe and resend the approval link that the contact can then use to make payment

  • Attach files