Remove the ORDER NOW button in Sales Quotes
This ORDER NOW button will set your sales quote status to "Approved" and notify you by email that this event has occurred. QuoteCloud has the functionality for your customer to approve your sales quote if they are happy to proceed. However, in some cases, you may not want this feature to be available to customers, for example, if you only send your customer an estimate of your costs.
The ORDER NOW button can be configured to not appear by making a setting on the sales quote template to create a sales quote.
On the Sales Quote Dashboard, click the Content Libraries main menu option and select Templates (as shown below).
Next, click the Edit button next to the corresponding sales quote template from which you would like to remove the ORDER NOW button.
If you do not have any sales quote templates yet, learn how to create a template in Creating Sales Quote Templates.
Next, press the About tab in the Section menu (top tab on the left side of the Sales Quote Editor, as shown below)
Click on the Approval Settings tab on the right side of the page (as shown below). This will display the possible settings for the customer approval process of this sales quote template.
To switch off the ORDER NOW button, you need to untick the check box under the SHOW "ORDER NOW" BUTTON.
After you untick this check box, click on the Save button.
All future sales quotes using this sales quote template will no longer show the ORDER NOW button. Please note, this configuration change will not affect any existing sales quotes sent to customers.
For your industry
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