Create a quote manually

• In Quote list page, click Create a quote.

• Select products for your quote

You can search by product name or click Browse.

You can also select your product variants. Then click Add.

Adjust number of product in your quote & your offer price.

You can delete products and click Browse to add more products.

• Fill in your customer information. You can choose your old customer (which is automatically synced from Shopify Customers) or add new customer.

• Set due date. This date means when your offer to this customer expires. This date will show up in email and quote PDF that you send to your customer.

• Set up discount, shipping fee and tax rate. These will show up in email and quote PDF that you send to customers.

• Then click Saved. Your quote will be avaiable in Quote list with status New Created.