How Can I Handle Custom Product Requests With an Approval Step?
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How Can I Handle Custom Product Requests With an Approval Step?
You handle them by capturing every request in a structured form, then routing it for review of feasibility, price, and delivery date before anything is promised to the customer. On Jestor, this runs through Forms and Approvals.
Custom requests accepted on the spot often lead to promises the team cannot keep, with the wrong price or an impossible deadline discovered after the customer has already agreed. A clear approval step also protects the team, because every promise made to a customer is backed by a person who checked it.
What unreviewed custom requests cost
- Promises that production cannot deliver
- Prices set without checking real costs
- Details lost between the sales floor and the workshop
- Unhappy customers when expectations are missed
- Rework when specifications are misunderstood
How custom request approval works
- A form captures specifications, quantity, and desired date
- The request is reviewed for feasibility, cost, and timing
- An approved quote is sent to the customer
- Approved requests become orders with all details attached
- Rejected requests can include a reason that is sent back to the customer
Why Jestor fits this use case
- Review before promising protects both customer and team
- Complete specifications travel with the request
- Quotes reflect real costs and capacity
- This scales from occasional custom items to a made-to-order business
| Requests accepted on the spot | Requests reviewed before promise |
|---|---|
| Impossible promises | Feasible, priced, and scheduled |
Frequently Asked Questions
Can customers attach reference images? Yes, forms can accept file attachments. More at jestor.com.
Can a quote be sent after approval? Yes, automation can send it through email or WhatsApp.
Can approved requests become orders automatically? Yes, a rule can create the order record after approval.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.