Can I edit a quote after the customer has signed it?
Yes, you can edit a signed quote in OrderPilot, but customer-facing changes can require a new signature.
Changes to products, options, quantities, prices, fees, shipping or discounts can show Re-Sign.
Save the changes, check the badge, and send a new signature request. The earlier signed agreement stays in Signature history as Superseded.
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People also ask
From other topicsCan a rejected quote be signed?
No. A rejected quote cannot be signed; the customer sees This Quote has been rejected and can no longer be signed. Check the quote's rejection and resolve the underlying record issue before arranging approval.
Sending the same link again doesn't make the rejected quote available for signing.
Open its own pageFull guide: Help a customer who can’t open, sign or pay
Does editing a signed quote require a new signature?
A customer-facing edit can make the existing signature no longer apply to the current quote, in the app or on POS. Changes to prices, quantities, options, fees, shipping or discounts can require a new signature. The earlier signed copy remains as superseded evidence; check Re-Sign and have the customer sign the updated agreement.
Does a quote need to be signed before it becomes an order?
A signature is required when your shop's or template's rules require one. In the app, authorized staff can use Place anyway or Force Convert to Order for an eligible exception. Bypassing needs Bypass signature and deposit requirements plus the permissions for that action, and the exception is recorded.
Check requirements before continuing to payment on POS.
Why does Unassigned appear in my sales report?
Unassigned holds revenue that has no credited salesperson, so the salesperson revenue rows still add up to the report's total. Split sales contribute each person's sales-credit share to their row. Check the order's sales credit if revenue appears unassigned when your team intended to credit someone.
Open its own pageFull guide: Analytics and the sales performance report