How to Review and Finalize Your Order

Review everything before saving as a quote, confirming the order, or moving it to the quote stage.

Written By Dennis Rodin

Last updated 17 days ago

The final step is Review & Create. This is a summary of everything you've configured across all previous steps. Review it carefully before saving.

What you see on this page

  • Client Information shows the purchaser details from Step 1.

  • Billing Information shows the billing address if it was different from the customer's address.

  • Installation Location on the right side shows the cemetery, plot details, and cemetery contact from Step 2.

  • Items & Configuration shows everything from Step 3: the upright (color, size, finishes, and the chosen Top Shape when you picked one, including Apex or a Custom shape), base (color, size, finishes), foundation (concrete or granite, dimensions), accessories (porcelain, vase, etching), the per-line carving type for each inscription line (such as Laser Etched or Hand Etched), and supplier notes.

If this is a monument order, you will also see your drawing from the Sketch & Inscription step showing the front side and back side, along with the decedent information you entered (name, dates, and the description/Epitaph).

If this is a service order, the Sketch & Inscription section will not appear.

Payment Terms shows the deposit that will be logged as paid right now and the remaining balance due on completion.

External Payment and the Live Quote panel are shown on the right side. The Live Quote panel stays with you across every step and totals the order in real time.

Empty states for fields you skipped

If you left any optional fields blank in earlier steps, the review summary shows them with the same wording you'll see everywhere else:

  • Cemetery not specified if you skipped Step 2.

  • Color not specified, Finish not specified, or Size not specified for any monument fields you left blank in Step 3.

The order still saves with these gaps. You can fill them in later from Edit Order, and PDFs regenerated after the edit will show the updated values.

Saving your order

You can save the order from this step. Save as Quote and Save as Confirmed Order stay enabled even when the total is zero, since real orders are sometimes $0 (warranty replacements, comped jobs, internal corrections). Add line items and pricing if you need to, or save as is.

At the bottom you have these options:

“Previous” on the left takes you back to the prior step if you need to change something.

Save as Quote saves the order and places it in the Quote stage on your order board. You will only see two to-dos: Quote to Client and Payment. All other to-dos are saved in the background and will appear once the order moves to the Confirmed Order stage.

Learn more: How to Confirm a Quote Into an Order

Save as Confirmed Order tells the system this order is final and work is starting. The order is placed on the board with all the to-dos already generated based on your configuration. The deposit (if any) is logged as a payment immediately.

Learn more: How Order To-Dos Work

Move to quote stage is a separate action for parking an in-progress order in the Quote stage. When you choose it, a Draft Reason modal opens so you can note why you're moving it. After you confirm, the order moves and you'll see “Sent to quote stage”: “This order has been moved to the Quote stage in Order Management.” If the save can't go through, you'll see “Couldn't move to quote stage” with the error instead, and the order stays where it is so you can fix it and try again.

Tip: If you're still waiting on customer approval or need to double check details, use Save as Quote. You can always confirm the order later by moving it to the Confirmed Order stage on the board.

Good to know: If you selected a payment split in the billing step (like 50/50 or 30/70), the Save as Quote button is grayed out. A payment split means the customer is committing, so you must click Save as Confirmed Order. If you selected 0% as the split, the Save as Confirmed Order button is grayed out and you can only click Save as Quote.

Need the contract to show your payment terms while it stays a quote? Save it as a quote with 0% first, then open the order, click Edit Order, and set the split you want (50/50, 30/70, 100% upfront, or custom) in the Billing & Payment step. Editing a quote does not log a payment. Regenerate the contract and it shows your deposit and balance terms. Log the payment whenever the money actually arrives.

Automation Settings is shown at the bottom of this step. Here you can turn the Customer Portal on or off for this order. The portal is turned off automatically for wholesale customers and hard disabled only when the customer email is missing. Service orders now get the portal too, with a document-focused layout instead of the monument progress timeline.

Learn more: How the Customer Portal Works

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