Provide a Copy Link to an Order
under review
D
Dave Hooper
It would be very convenient to have a "copy link" to a new Order to add to a proposal or an email given the generic nature of the Order emails sent from Vendasta. The feature should improve the connection between Partner Center (where you manage orders) and Business App (where clients approve them).
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K
Kayla Zieske
under review
K
Kayla Zieske
Hi Dave!
First off, Thank you so much for the feedback! This is something I am going to take back to the team to review :)
In the meantime, to help combat the genericness of the email, we do have the ability in the platform to lightly customize the emails that are sent to the customer when "Sending for customer approval". You can find these settings here: Partner Center --> Administration --> Order Settings --> Emails (https://partners.vendasta.com/customize-design/customize-sales-orders).
I hope this helps!