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

We allow you to show a confirmation screen to admins, sales reps and customers who self-order.

If this feature 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 feature for your users.