How do I present a confirmation screen to the user prior to creating an order or quote?

When you or your users create an order or quote, you might want to add another step to confirm that you want to create the order/quote for the selected customer.

We offer an account configuration service that enables you to tailor the display of confirmation screens to admins, sales reps and customers who self-order. This service is free of charge.

If the setting is enabled, the user will receive the following message prior to creating an order or quote:

‘Are you sure you want to create an order for (customer name)?’

The user can then either cancel the order or quote or tap ‘ok’ to proceed.

Please contact us at [email protected] if you want to enable this setting for your users.