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Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
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Could you have an option that when a quote is agreed you can press a button to convert into an order acknowledgment or copy into an order acknowledgement like you would a purchase order
at the moment we have to manually type order acknowledgment
would there be an option to press a button to convert to an order acknowledgement. At the moment you can create an invoice from a quote. We send order acks out and have to type this every time on a quote. The option to copy the quote to an order ack like the quote to a purchase order seems to have been dismissed. Most companies send an order ack so a create order ack button might be an option. With all the price increases quoting an explanation as investment . An order ack option would be great.