A Request Review lets you send your customer:
A copy of their transaction
Contracts to sign
A payment request
This helps streamline approvals, signatures, and payments.
Step 1: Open the Request Review Window
Open the transaction.
Find the left-side Actions menu.
Click Request Review.
Step 2: Choose the Contact
The system automatically selects the contact listed on the transaction, if one is present, you may choose a different contact if needed.
Important: Request Reviews can only be sent to one contact at a time.
Step 3: Add Optional Items
You may also:
Add attachments
Include a Web Form (requires the Web Forms Premium Add-On)
Preauthorize the Security Deposit rather than fully collecting
Customize which steps are being included
Exclude the payments from this Request Review from any card fees set up in your payment gateway
The available workflow options depend on your default Request Review settings.
Step 4: Review the Email Message
The email subject and message come from your Request Review email template.
You can find this template under:
Settings → Emails and Templates → Templates
You can search "Review" in your template search bar to find the template used in the Request Review Workflow.
To customize an individual email being sent, you may edit the message before sending without changing the main template. For example, adding "It was great speaking with you" or "I received the changes you requested and am sending the updated quote."
Understanding the Workflow Button
When you open the Request Review sending window, the email generated from the template will display a shortcode instead of a button in the preview.
Do not worry — when the email is sent, the shortcode automatically becomes a clickable button (or link) for your customer.
Step 5: Send the Request Review
Click the green Send Request button.
The workflow status will now change to Review.
This means the customer has received the Request Review but has not completed it yet.
Viewing Sent Request Reviews
Go to the Activity History tab on the order view screen.
You can:
See when the Request Review was sent
Open the email preview using the email icon
What the Customer Sees
The customer first reviews the transaction details.
The layout depends on your document template setup.
Customer Options
Request Adjustments
If the customer wants changes:
They click Request Adjustments
They enter notes
The workflow status changes to Rejected
You can hover over the workflow status on the order view screen to see their note.
The adjustment request also appears in Activity History.
Confirm and Continue
If the customer approves the transaction:
They click Confirm and Go to the Next Step
Signing Contracts
If contracts are included:
The customer previews the contract
Clicks Sign the Contract
Draws or types their signature
Adds initials if required
The signature field works with:
Mouse
Trackpad
Touchscreen devices
After signing, the customer automatically receives a copy of the signed contract.
Making a Payment
If payment is included in the workflow:
The customer enters payment information
Repeat customers may reuse saved cards if enabled
The amount due is based on the transaction deposit settings
If tipping is enabled, customers may also add a tip.
The customer clicks Confirm and Pay
The payment is processed through your payment gateway
Best Practices
Personalize your message before sending.
Use contracts and payment together for faster confirmations.
Review your email templates regularly.
Test your workflow before sending to customers.
Need Help?
If you have questions about Request Reviews, contact us at [email protected].