How long does OrderPilot keep signed quotes?
OrderPilot keeps signature records for 7 years by default; you can choose a whole number from 1 to 30 years.
The period starts from the latest signature, payment, delivery or pickup.
Orders with an outstanding balance, undelivered items or a legal hold remain protected. Choose whether to delete files and signer details afterward or Keep everything.
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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 The earlier signed copy remains as superseded evidence; check Re-Sign and have the customer sign the updated agreement.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.
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.