1

Navigate to Orders and click "New order."

new-order
2

Enter a customer name.

Pre-populating other customer info (address, etc.) is optional.

enter-customer-info
3

Select a Product and Plan.

select-plan
4

Review Terms and Conditions.

When you create a new Order, Salesbricks automatically includes the terms document you uploaded in the Settings page.

If you need to adjust and redline the terms, click on the download cloud button, redline the terms with your prospect, and then click the upload cloud button to attach the clean terms to the Order.

select-terms
5

Share the Order.

Click on the paper airplane to share via email, or send a shareable URL link.

share-order-button
share-order-modal
Creating a PlanCheckout & Invoice Payment Options