Quote Snap Documents
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Customer DTC Version
Customer DTC Version
  • 🌟About Quote Snap
  • 🚀Getting Started
    • Get started
    • App overview
    • Connect email
    • Google Recaptcha Keys
  • 🎯Main features
    • 1️⃣Enable Request for Quote button
    • 2️⃣Hide product price
      • Customize hide price
      • Set up B2B login to see price
    • 3️⃣Hide "Add to cart" button
    • 4️⃣Quote form
      • Thank you page
      • Empty page
      • Quote Cart
      • History quote
    • 5️⃣Quote management
      • Create a quote manually
      • Send quotation email
      • Export quote
      • Create draft order
  • 👨‍💻SALESPERSON
    • Create account
      • Edit and delete account
    • Assign quote
    • Salesperson guide
  • 🔧Other Features
    • General Settings
    • Template
  • 🗣️Language Setting
    • Quote PDFs
    • Emails
  • 🌟Advanced features
    • Automatically create draft order
    • Customer data synchronize
    • Show viewed product list
    • Show RFQ app in separate page
    • Tracking UTM source
    • Webhook setting guide
  • 📚FAQ
    • Quote Button display
    • Hide Price
    • Quote Form
    • Email Settings
    • Tax in draft order
  • 🙌Integration
    • Page Builder
    • Integrate with Facebook Pixel
  • 📰Product Updates
    • Update Log
  • 💰Plan charge
    • Charge policy
    • Discount code
    • Pricing Plan
  • Privacy Policy
  • Change Log
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On this page
  • 1. Quote list
  • List of Quote status:
  • New progress log
  • 2. Quote detail
  • Update quote
  • Send email
  • Export quote
  • Create draft order
  1. Main features

Quote management

Manage your request in one place

PreviousHistory quoteNextCreate a quote manually

Last updated 1 year ago

1. Quote list

In the Quote List, you can see a list of quote requests with basic information: name, status and created date.

Now take a overall look to see what you can do.

  • Search Quote by Quote ID

  • Sort requests by Email, Progress log, Assignee (A -> Z)

  • Filter requests by created day from day A to day B. Click Search incon and click Date.

  • Export all quotes on that page to Excel file

This is the lists of quote that has been downloaded as .xlsx file.

If you want to export specific quotes, you select by ticking the check box.

  • Create a quote manually

List of Quote status:

New progress log

  • Received

  • Created

  • Auto Confirmed: Auto confirmation email is sent successfully to customer or admin

  • Failed to send Auto Confirm Email

  • Quoted: When you finish setting price for quote by clicking Next Step (Step 3 in Quote Progress)

  • PDF Exported

  • Failed to export PDF

  • Email Sent: Quotation email is sent successfully

  • Failed to send Quote Email

  • Draft Order Created

  • Draft Order Updated

2. Quote detail

In Quote detail, you have 4 main parts:

  • Quote Lifecycle: Where you manage your quote-to-order process. Each step is designed with guide that helps you close deal more efficiently.

  • Request list: Product list with its information from quote form

  • Payment Info: You can add custom discount and shipping fee to this order.

  • Customer info: You can see your customer info who send request.

  • Other info: These include Due date & other products that customers also viewed before sending request (this feature is available in our premium plan)

Update quote

  • You can add and delele and change quantity of products in quote in Products.

  • Update your offer price by change price of each product, add tax, discount and shipping rate.

  • Due date is when your offer expires. This date will show up in email and quote PDF that you send to your customer.

This is how due date will be automatically updated in Quote PDF.

  • If your customer also view your other products, in Quote detail, there's one more part : This customer also viewed. This feature is available for Pro & Enterprise plan.

Send email

Export quote

Create draft order

View , & delete Quote

: When you've read a new request

: When you create successfully a quote from Quote list

: When a new request is submitted from your store

: When there're any information of your quote is edited/updated.

: When you quote is cancelled in Quote detail

: When you successfully create a draft order from that quote.

Note: Tax that you update in quote will not be available in Draft order. Learn more about .

You can to customer in quote detail.

helps you download a quote PDF to your device.

You can from a quote.

🎯
5️⃣
tax
send quotation email
Export quote
create draft orders
assign
Quote detail
Quote list
Quote detail