Quote Snap Documents
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Customer B2B & DTC Version
Customer B2B & DTC Version
  • 🌟About Quote Snap
  • 🚀Getting Started
    • Get started
    • App overview
    • Connect email
    • Google Recaptcha Keys
  • 🎯Main features
    • 1️⃣Quote Button
    • 2️⃣Hide Price
    • 3️⃣Hide "Add to cart" button
    • 4️⃣Hide Buy Now Button
    • 5️⃣Quote Cart Widget
    • 6️⃣Quote History Widget
    • 7️⃣Quote Form Builder
    • 8️⃣Quote management
      • Create a quote manually
      • Send quotation email
      • Export quote
      • Create draft order
    • 9️⃣Customer Account
    • 🔟Discount settings
  • 👨‍💻SALESPERSON
    • Create account
      • Edit and delete account
    • Assign quote
    • Salesperson guide
  • 🔧Other Features
    • General Settings
    • Template
    • Page 1
  • 🗣️Language Setting
    • Quote PDFs
    • Emails
  • 🌟Advanced features
    • Automatically create draft order
    • Show viewed product list
    • 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
  • 💰Plan charge
    • Charge policy
    • Discount code
    • Pricing Plan
  • 💰Notification
    • How to get Telegram Bot Chat ID?
  • Privacy Policy
  • Change Log
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On this page
  • 1. Access the Create Quote Page
  • 2. Quote Information
  • 3. Finalizing the Quote
  1. Main features
  2. Quote management

Create a quote manually

PreviousQuote managementNextSend quotation email

Last updated 5 months ago

Creating a quote manually allows you to personalize quotes for your customers while utilizing tailored customer and product settings. Follow the steps below to create a quote:

1. Access the Create Quote Page

  • Navigate to the Quote List page.

  • Click on the Create A Quote button to begin.

2. Quote Information

A. Customer Selection

A customer must be selected or created to proceed.

  1. Select an Existing Customer

    • The system automatically displays a list of existing customers from your store.

    • Customer details, such as contact information and shipping address, are automatically populated.

    • Select a customer from this list to associate with the quote.

  1. Create a New Customer

    • You can create a customer in one of the following formats:

      • B2B Customer:

        • Requires detailed information, including:

          • Contact Information

          • Shipping Address

          • Additional fields such as:

            • Billing Address

            • Location

            • Payment Terms

            • Catalog

    • DTC Customer:

      • Requires basic information, including:

        • Contact Information

        • Shipping Address

B. Product Selection

Add products to the quote based on customer type.

  1. For DTC Customers

    • Choose products directly from your store’s inventory.

  2. For B2B Customers

    • Select products from specific catalogs or locations.

    • Apply price rules and quantity breaks relevant to the quote.

  3. Bulk Product Import

    • Expedite the process by importing product details via an Excel file.

C. Payment Details

Customize payment-related settings:

  • Add discounts to include specific price reductions.

  • Add shipping fees to incorporate delivery charges.

3. Finalizing the Quote

  • Once the quote is created, the system will automatically redirect you back to the Submission List page.

By following these steps, you can efficiently create personalized quotes for both DTC and B2B customers, ensuring an organized workflow.

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