How can customer place an order without going through the quote step?

Russell S. shared this question 23 months ago
Answered

I may have missed this somewhere, but is there a way that my customer can place the order without having to go through the quote step? if they are interested, I would prefer to soak their money at that moment rather than having to send them an email, then they have to find the email, then click the link. All of these are step where you could lose someone.

Comments (1)

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The quote is the gathering of information process...if you have autobooking on they don't have to get an email to book...they enter the info and look at the pricing and then book right from the quote confirmation page. The quote request page is the only way to gather this info. You don't have to call it a quote...You can change all of the wording to make it part of the "booking" process

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Where do I turn on autkobooking? It doesn't turn up in a search of the Knowledge Base.

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Settings-->Online Booking

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