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.
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People also ask
From other topicsCan I change the agreement customers accept when signing?
You can add an Agreement line of up to 200 plain-text characters before the standard agreement; the standard wording always remains. Set the line under SettingsBrandingSigning page and save. The additional line also appears during showroom signing.
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.
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
Does assigning an Inbox conversation change the order's salesperson?
No. The Inbox assignee is separate from the order's owner, its primary salesperson. Assign the conversation to an eligible teammate when they should handle the messages.
Only people who can reply to that conversation appear in the assignee list. Changing ownership of the sale is a separate action requiring order reassignment permission.
Open its own pageFull guide: Run the Inbox for a team: assign, quick replies, reply goal