Coming July 8: A Simpler Way to Place and Process Orders in Partner Center

Vendasta is rolling out a new, streamlined order management experience in Partner Center. These updates will give you more control and flexibility
 when ordering and activating products for your SMB clients.
If you’re already using the Sales Orders
 workflow, good news — it becomes the standard workflow for all orders
 on July 8, 2025
.
--------------------------
🚀 What's Changing?
Current process:
Ordering today involves several disjointed steps:
Selecting products and packages
Completing a separate order form (if required)
Confirming contract length, pricing, and terms
Filling out additional fulfillment forms
New workflow:
We’re combining all steps into a single, unified flow, making it easier to:
Fill out all forms in one place
Set product start and end dates
Submit orders to customers for approval and payment
… all in one fluid step!
Try it today!
 Click the “+”
 next to Orders
 on any account to use the new flow.
--------------------------
Overview of the New Ordering Workflow
📅 Set Activation & Deactivation Dates
Control when each product starts and ends — right from the order interface.
💳 Choose How You Want to Get Paid
If you're using Vendasta Payments
, you can:
Automatically charge customers when there's a payment method on file
Or, send orders for customer approval to collect payment
Either way, orders are invoiced, receipts sent, and products activated — automatically.
👀 Preview Order & Fulfillment Forms
Review all forms associated with ordering and fulfilling the products on an order before submitting it for customer approval or payment.
🧾 Customize the Approval Process
Need admin approval before finalizing an order? No problem.
Enable admin approvals for added control
Or turn them off to move faster
Note:
 If you haven’t previously used admin approvals, they’ve now been turned off by default.
💾 Auto-save as You Go
Step away anytime — orders now auto-save
 as drafts. Never lose your work if you get interrupted.
--------------------------
⚙️ Order settings control
Order Settings are now surfaced in their own Commerce card under Partner Center → Administration. Use these settings to: 
Adjust Salesperson workflows and access to features
Configure the Admin approval workflow
Set Default Content (ability to set form fills on each order independent of products)
Create Terms Of Service that appears on an order sent for approval
Configure emails to associated contacts with sending orders for approval
--------------------------
Availability
Today:
 New workflow becomes available to all partners. Try it out by clicking the “+” button next to “Orders” on an account.
July 8, 2025: 
New workflow becomes the default for all orders. This will replace the existing “Order products” button on the Accounts page.