Order Form
This quarter, we overhauled our order Form features to bring you the best experience possible, and we’ve got tons of new features to share with you. Now you can set rules, limit which customers can check out, set an expiration date and more!
Set rules to automatically disable items when inventory hits 0
Set order limits to manually limit how many of each item can be purchased
Set the customer type or label who has access to limit who can checkout
Invoice or Quote created from the order form is automatically added to their customer profile
Allow customers to checkout of an order form on account
Bulk create orders from a order form
Set an order form to disable on a specific date
Learn more about using order forms here
Learn more about restrictions on order forms here
Learn more about bulk creation here
Updates to our blog
Did you know we offer helpful sales tips and information about what we’re working on in our blog? Recently, we’ve released several new articles, including our suggestions for managing sales on Black Friday using QuoteMachine. Read our blog here.
More
Create a free standing event (not linked to a quote, order or invoice) with the scheduling module
Add custom fields to a contact, so you can easily store information by contact instead of document
Improved load times for PDFs