Quote Snap Documents
Get app
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
  • A. Accept salesperson invitation
  • B. Handle quote request
  1. SALESPERSON

Salesperson guide

How a salesperson can handle a quote request

PreviousAssign quoteNextGeneral Settings

A. Accept salesperson invitation

If store admin add you in their salesperson team, you'll get a invitation email "Create salesperson account". Click accept invitation to get access to app.

If you cannot find the email, check your spam or search "[email protected]", "Quote Snap - Hide Price - B2B".

After accepting invitation, your store admin can assign quotes to you and you'll be sent to Quote Snap app. In this link, you can see quotes assigned to you in Quote list and take a look at your Profile.

Note: Before accepting your invitation, your admin can still assign quote you. If you have any concerns, contact your store owner.

B. Handle quote request

  • When you are assigned to a quote, you'll receive an email "Quote assign"

  • Click open email and you'll get a link to get access to your quote.

  • When you're back to Quote list, you take a look at all the quote requests you have access to.

Then you are redirected to quote detail. Here you can handle quote request with all the permissions that you have. All features are disabled that means you don't have permissions to take actions. Follow to manage your quote request efficiently.

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