Quote management

Manage your request in one place

Last updated 1 year ago

Manage your request in one place

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.

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

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.

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

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 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.