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2 Odpowiedzi
2402 Widoki

Hi,

Community Version 14 (Ecommerce)

Is there a way to skip the process of signing the quotation?  Once the client places the order, it will go to the sales.

Thanks!

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Najlepsza odpowiedź

The sale user can directly click "Confirm" after taking the client order (they can skip 'Save' & 'Send by Email' steps)

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Autor

Thank You. Yes, Sales can confirm the quotation by themselves.

But it saves some steps for the client that they might forget to do.

Najlepsza odpowiedź

Hi ODBWilson:

Go to Sales > Configuration > Settings and disable the Online Signature setting in the Quotations & Orders section of the page.

Hope that helps.

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Autor

Thank you. It helps.