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.
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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.
Can customers request changes after signing or placing an order?
Yes. Customers can request changes after signing or placing an order through the OrderPilot portal. A request doesn't change the order until your team accepts it.
Review the proposed change with the customer, then check whether the updated agreement needs another signature before continuing the sale.
Does OrderPilot work for an online furniture store without a showroom?
Yes, OrderPilot supports website quote requests and order management in Shopify admin, so showroom selling is optional. Customers choose product options on your Shopify website and send a request for your team to price.
Website features start on Growth and need theme setup. Confirm the available purchase route before planning direct checkout for configured products.
Open its own pageFull guide: How OrderPilot works on your online store
Does the payment status update when a customer pays online?
Yes. When Shopify reports an online payment, OrderPilot updates the payment badge and Paid amount.
Refunds made in Shopify sync back too. A payment request or link does not mean money has arrived.
Check the updated payment record before treating the sale as paid.