# Quote management

1. [Quote list](#1.-quote-list)
2. [Quote detail](#2.-quote-detail)
3. [Update quote](#id-3.-update-quote)

## 1. Quote list 

Navigation: **Submission List**

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

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2FExiDkJfpfXmLRao2zUnC%2FScreenshot%202024-11-25%20at%2014.35.43.png?alt=media&#x26;token=b022fa87-9a45-4ba7-99c4-889267e1aa87" alt=""><figcaption></figcaption></figure>

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

* **View** [**Quote detail**](#2.-quote-detail) **& delete Quote**

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2FjN16fms4kch2rXkINU8e%2FScreenshot%202024-11-25%20at%2014.38.41.png?alt=media&#x26;token=a5dd5ccb-a060-4e70-a7c7-0cd5c52fe925" alt=""><figcaption></figcaption></figure>

* **Search Quote by Quote ID**

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/D5rjEE79qcjekQwYNnkH/image.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/C5QGO3LEIR5eEKeBuy6c/image.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/gGm1Ft4zRcZDNpsGNXLu/image.png" alt=""><figcaption></figcaption></figure>

* **Export all quotes on that page to Excel file**

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/DH0Kd0GRikKVeWvEPSkp/image.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2FEpalPiiFdBk5dC5QaYwq%2FScreenshot%202024-11-25%20at%2014.41.39.png?alt=media&#x26;token=793bc119-af3d-4262-bb46-2a8580755432" alt=""><figcaption></figcaption></figure>

If you want to export specific quotes, you select by ticking the check box.&#x20;

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/Jb4m1CPit8MQk5rMNSFV/image.png" alt=""><figcaption></figcaption></figure>

* **Create a quote manually**

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/fQCSQQRMENmQRToXmxqi/image.png" alt=""><figcaption></figcaption></figure>

## List of Quote status:

* ![](https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/k0gmQp1tEUvfhCkpxF8e/image.png): When you've read a new request
* ![](https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/Z9vJB1zWp0ORhBVkgXRF/image.png): When you create successfully a quote from Quote list
* ![](https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/vUalaeBI1LFBTaKEvnAS/image.png): When a new request is submitted from your store
* ![](https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/mJcxIDEayahZwBerqwe5/image.png): When there're any information of your quote is edited/updated.
* ![](https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/M2bcDi2tUWrjVyZPNQ5j/image.png): When you quote is cancelled in Quote detail
* ![](https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/6tXncSijcGRcGgVSw8Tu/image.png): When you successfully create a draft order from that quote.

## 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

The **Quote Detail** page provides a comprehensive view of a customer's quote request, allowing merchants to review, modify, and manage quotes effectively. This section includes the following components:

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2F53IflT50sYRyt8gJ4Mdr%2FScreenshot%202024-11-25%20at%2014.42.55.png?alt=media&#x26;token=f8fecd77-5e98-454c-99c0-60c174e39de4" alt=""><figcaption></figcaption></figure>

***

#### 1. **Request List**

Displays the list of products included in the customer's quote request, along with detailed product information submitted via the quote form.

* **Details shown include**: Product name, quantity, price, and any additional notes provided by the customer.

***

#### 2. **Payment Info**

This section allows you to manage pricing details for the quote, including:

* **Custom Discount**: Apply a specific discount to the order.
* **Shipping Fee**: Add or adjust the shipping fee for the quote.

***

#### 3. **Customer Info**

View the customer's details, including:

* Name, email, and contact information.
* Any additional information provided by the customer during the quote request.

***

#### 4. **Timeline**

Tracks the history of actions performed on the quote, providing a clear record for better management.

* **Examples of actions logged**:
  * Quote created.
  * Quote updated with discounts or shipping fees.
  * Email sent to the customer.

***

#### 5. **Due Date**

Set an expiration date for the quote. This ensures that quotes are only valid for a specified period, keeping requests up-to-date.

***

#### 6. **Product Viewed**

Displays a list of products the customer has viewed before submitting the quote request.

* Use this information to understand customer preferences and recommend additional products.

### 3. Update quote

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

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/Nq2uCY6j8dHX3g7DkoCp/image.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/fNyEze63EemAMieEBVud/image.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/oAE2k7yA0Q6wIKhC1tBg/image.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/KaiaH7JzUqoJGaFDzH1d/image.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/WVCTRy3jVefqnvGczQfP/image.png" alt=""><figcaption></figcaption></figure>

Note: Tax that you update in quote will not be available in Draft order. Learn more about [tax](https://docs.quotesnap.net/faq/tax-in-draft-order).

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


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