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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  1. SALESPERSON

Create account

Create salesperson account to handle your quote

PreviousDiscount settingsNextEdit and delete account

This feature allows you to create multiple salesperson accounts to handle your quote request.

With each salesperson, you can set up their basic information (name & email are required) & their permissions to a quote request (at least one permission).

You can give your salesperson permissions so they can handle your requests well.

You can give them all permissions or select specific ones.

  • All permissions

  • View quote list

  • Create quote manually

  • Update quote

  • Connect email account

  • Send auto/quote email

  • Export quote PDF

  • Create draft order

  • Cancel Quote

  • Delete Quote

Note: If you are selecting specific permissions (not all permissions), you need to select View quote list to make sure all of other actions can work.

After setting up your salesperson information & permission, click Save. An email will be sent to your salesperson email.

Note: You can still active salesperson account before they accept your invitation. Make sure they're aware of this action.

Here are the list of permissions & explanation on :

After creating a salesperson, the default status will be Inactive.

Your salesperson needs to then they'll be activated & have access to the app with all the permissions they have.

Then they'll sent to in app where they can handle their requests that they're They will handle quote request with the our Quote list interface (all the permissions they don't have access to will be disabled).

You can send your salesperson so they can handle your quote request efficiently.

👨‍💻
what salesperson can do with that
click confirm on the email
assigned to.
this guide