How to Confirm a Quote Into an Order

[Screenshot: The order board showing an order being dragged from Quote to Confirmed Order]

To confirm an order, drag it from the Quote stage to the Confirmed Order stage on your board. This tells the system that the customer said yes and work is starting.

If no payment has been logged

[Screenshot: The warning popup that appears when no payment is logged]

When you move an order to Confirmed Order and no payment has been logged yet, a warning popup will appear. This is a reminder that no deposit has been collected. You can still confirm the order if you choose to proceed.

If a payment has already been logged

If a deposit or payment was already logged (either during the New Quote process or manually from the order overview), the order moves to Confirmed Order with no warning. The system knows payment has been collected.

What happens after confirming

Once the order is in the Confirmed Order stage, all the to-dos that were saved in the background become visible. These are based on everything you configured in the “New Quote” window where you originally created the quote: order type, accessories, cemetery settings, and workflow checkboxes.

Learn more: What Triggers Each To-Do

Related articles:

• How Order To-Dos Work

• What Triggers Each To-Do

• How to Manage Pipeline Stages