Request Review Workflow
Understanding the Request Review Transaction Workflow
By Hrant and 1 other2 authors3 articles
- How to Configure Request Review Defaults and Automation
- How to Send a Request ReviewLearn how to send your customer a copy of their quote where they can also sign the rental agreement and make their required payment.
- Understanding Request Review Workflow StatusesLearn what each Request Review workflow status means, how it updates, and how to configure automatic completion based on payment and signature.
