Creating custom orders

Step 1: Create an order. Click "+ New order"

2578

Step 2: Complete customer information. Prepopulating customer info is optional.

2578

Step 3: Select a Plan

2578

Step 3: Modify Terms. Salesbricks automatically captures and includes the terms you uploaded in the settings page on all newly created orders. If you need to adjust and redline the terms, click on the down cloud button, redline the terms with your prospect, and then upload the clean terms to the order.

Step 4: Share the order. Click on the paper airplane to share via email or send a shareable URL link.