Create an order & build the quote

An order is the workspace where a client's wills, trusts and LPAs come together, get priced, get drafted and get paid for. This guide covers starting an order and building the quote.

How it really works: the "Create order" button is just a client picker. The order isn't saved to the database until you reach the Pricing step of the builder wizard. "Create an order" and "set up the fact-find" are the same continuous 4-step flow - this guide covers the first half (Products → Pricing); Guide 7 covers the fact-find half.

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Start an order#

You can start from three places:

• Orders list (/orders, heading "Estate Planning Orders") → click "Create order", then in the "Create order" dialog search for the client and click their row. (No match? Click "Create new user" to add them first.)
• A client's detail page → "Start estate planning order".
• A lead → "Open quote builder".

All three open the same builder wizard at /users/{id}/orders/new.

If the client isn't assigned to a company yet you'll see "This user isn't assigned to a company yet - assign them before starting an order." - assign them first (see Guide 5).

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The builder wizard#

A sticky bar at the top shows the four steps: Products → Fact-find setup → Pricing → Review & send. Use "Back" (top-left) and "Exit" (top-right) to navigate.

Step 1 - Products (build the quote)#

Heading: "Quote".

1. Add the products the client needs. Wills come first; trusts and additions attach to a specific will. LPAs attach to a person.
   • When adding a product in the dialog, confirm with "Add product".
   • For a couple, set the partner's name in "Partner's name (optional)".
2. Click "Continue to templates".

Step 2 - Fact-find setup#

This chooses which fact-find sections the client will complete. It's covered in detail in Guide 7. You have three ways forward:

• "Use selected templates (n)" - tick the recommended template cards and continue.
• "Build from scratch" - start an empty fact-find you'll edit yourself.
• "Skip for now" - create the order without a fact-find (you can compile one later from the order page).

Step 3 - Pricing (this is where the order is created)#

Heading: "Ready to send".

1. Review the "Recipient" (the client) and "What's in the order".
2. If your firm allows price adjustments, you can edit each line:
   • Use a "Quick discount" chip ("None", "5%", "10%", "15%", "20%", "25%"), or
   • Type a price (£) or a discount (%) directly. A row over your role's cap shows "Exceeds the {n}% maximum discount."
   • "Use catalogue prices" resets to list prices.
3. Check the totals summary.
4. Click "Send fact-find link". This creates the order (you'll see "Creating order…") and moves to Review & send.

Step 4 - Review & send#

Finish and send the fact-find to the client → continue in Guide 7.

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The order hub (after it's created)#

Every order opens at /orders/{id}. The header shows the client's name, the status badge, and the product count. The work area has tabs:

• Documents - the drafting form (→ Guide 8).
• Stakeholders - invite executors, trustees, attorneys and guardians to confirm their own details.
• Client data - the client's details, register (people/properties/businesses/etc.), and Professional trustees.
• Payment - invoicing and payment links (→ Guide 9).
• Notes - order notes.

The right sidebar has quick cards: Client, Fact-find, Products (with a "Manage" button to add/remove products and adjust prices), Assignment, and Metadata.

Order statuses you'll see#

Badge	Meaning
Draft	Still being built.
Awaiting sign-off	Summary sent; waiting for the client to approve.
Awaiting ID checks and sign-off	Client approved; identity checks pending.
Awaiting ID checks	Identity verification pending.
Awaiting payment	Payment link outstanding.
Changes requested	Client asked for edits.
In drafting	Sent to the drafting engine.
Needs signatures	Documents returned, ready to sign.
Completed	Finished.
Cancelled	Bricked (terminal).

Manage products later#

On the sidebar "Products" card click "Manage" → the "Manage products" dialog. Add/remove products, pick price options, then "Save changes" (your client is emailed to review their updated plan). This is only available while the order is still editable (Draft / Changes requested).

Assign professional trustees#

On the Client data tab, the "Professional trustees" card lets you assign a firm trustee: pick one from "Select a professional trustee…", choose "Trustee" or "Backup trustee", and click "Assign". (Manage the firm-wide list under Company config → Professional trustees.)

Cancel an order#

While Draft or Changes requested, a "Cancel order" button appears. It opens "Cancel this order?", requires a reason, and permanently bricks the order - use with care.

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Next: Guide 7: Compile & send the fact-find.