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Submit order for customer approval

Submit order for customer approval submits a sales order for customer approval before it can proceed. Use it for renewal orders or quotes that require the customer's confirmation.

How it works​

  1. The automation reaches the step with an order in scope
  2. The step sends the order to the customer for review
  3. The order is placed in a pending customer approval state
  4. The customer must approve before the order proceeds
  5. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Sales orders, select Submit order for customer approval

Outputs​

This action produces no outputs available to downstream steps.