Can OrderPilot help follow up on furniture quotes after the customer leaves?
Yes, OrderPilot records quote opening and supports an optional automatic reminder when the customer has not moved forward.
Your team can send a branded quote and give the customer a route to sign and pay from home. An opened email or quote is not a completed signature or payment; check those results separately.
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People also ask
From other topicsI changed my Shopify theme's colors. Does OrderPilot follow?
No. OrderPilot reads theme branding during installation and does not continually follow later theme changes. Choose Update from theme in Branding, select the values you want, click Use these, and save.
Values you set yourself start unticked. The import does not replace your email templates or PDF themes.
Where 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