Does Close request send the customer an updated quote?
No. Close request closes the request without sending an updated quote.
Use it only when the request is already settled.
If the customer still needs the revised agreement, use Send updated quote and check the send result. Reopen makes the request open again and blocks signing until it is settled.
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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.
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
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.
How do I cancel a payment request?
Open ••• > Payments and Invoices, find the open request on Payments, and choose Cancel request. Review the warning, then confirm Cancel invoice.
The request's customer link stops working. Cancelling an unpaid request does not refund any money already received.
Open its own pageFull guide: Review payments and invoices, and refund a payment