vFeatures

by Vendasta
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Now Available: A Simpler Way to Place and Process Orders in Partner Center

Jul 8, 2025
new

Today, Vendasta releases a new, streamlined order management experience in Partner Center. These updates will give you more control and flexibility when ordering and activating products for your SMB clients. If you’re already using the Sales Orders workflow, good news — it becomes the standard workflow for all orders on July 8, 2025. New Orders Workflow

🚀 What's Changing?

Old process: Previously, ordering involved several disjointed steps:

  • Selecting products and packages
  • Completing a separate order form (if required)
  • Confirming contract length, pricing, and terms
  • Filling out additional fulfillment forms

Old ordering workflow

New workflow: We’ve combined all steps into a single, unified flow, making it easier to:

  • Fill out all forms in one place
  • Set product start and end dates
  • Submit orders to customers for approval and payment
  • … all in one fluid step!

Overview of the New Ordering Workflow

📅 Set Activation & Deactivation Dates Control when each product starts and ends — right from the order interface. activation and deactivation

💳 Choose How You Want to Get Paid If you're using Vendasta Payments, you can:

  • Automatically charge customers when there's a payment method on file
  • Or, send orders for customer approval to collect payment
  • Either way, orders are invoiced, receipts sent, and products activated — automatically.

👀 Preview Order & Fulfillment Forms Review all forms associated with ordering and fulfilling the products on an order before submitting it for customer approval or payment. Fulfillment forms

🧾 Customize the Approval Process Need admin approval before finalizing an order? No problem.

  • Enable admin approvals for added control
  • Or turn them off to move faster Note: If you haven’t previously used admin approvals, they’ve now been turned off by default. Admin approval

💾 Auto-save as You Go Step away anytime — orders now auto-save as drafts. Never lose your work if you get interrupted. Save as you go

⚙️ Order settings control

Order Settings are now surfaced in their own Commerce card under Partner Center → Administration. Use these settings to:

  • Adjust Salesperson workflows and access to features
  • Configure the Admin approval workflow
  • Set Default Content (ability to set form fills on each order independent of products)
  • Create Terms Of Service that appears on an order sent for approval
  • Configure emails to associated contacts with sending orders for approval Admin settings