Does OrderPilot save quotes automatically?
Yes, for eligible quotes in the app when Auto-save quotes after the first save is enabled; it starts off.
Turn it on under SettingsQuotes & ordersDefaultsQuotes. After the first manual save, eligible edits save after 3 seconds without typing.
Auto-save changes no status, sends no email, and skips signed, paid or placed records. Check Saved before leaving.
Did this answer your question?
Thanks. Tell us what was missing at support@meetorderpilot.com.
People also ask
From other topicsWhere do I change the message after a customer requests a quote?
Edit Thank-you message under SettingsBrandingRequest sent page. Enter up to 300 characters, preview the wording and save. The message appears after the customer submits a quote request.
The portal's separate Footer message allows up to 500 characters and appears at the account-page bottom.
Does lead time print on the quote or the purchase order?
No. OrderPilot's calculated lead times do not appear on quote PDFs or purchase orders.
The full order calculation is shown in the app, and is also absent from POS, emails and the customer portal. A template's slowest option lead time can appear online when Show lead time is on.
Open its own pageFull guide: Set up lead times for vendors and options
Why doesn't my order field show on the online quote request?
Online quote requests show only active order fields whose Location visibility is All locations. Open the field at SettingsQuotes & ordersOrder fields and check its visibility. If the field is archived, restore it before expecting customers to see it.
Open its own pageFull guide: Create order fields and save fees
Do catalog price changes update quotes I already saved?
No. Saved quotes and drafts keep their recorded option prices and labels when the catalog changes.
Placed orders keep their sold details too. Re-picking an option value on a saved quote uses today's price, so make that change only when you intend to revise the offer.