Admin Quote Management
There are several tools for the Admin Management of Quotes.
Quote Comments
Comments allow the Admin to post Private notes about the Quote. It also provides a way for the Admin and Customer to communicate.
Learn more about Quote Comments
Quote Expiration / Reminder
Quotes can be configured in Quote Management Settings to Expire after a certain amount of time. On the Quote itself, you can specify a date that the quote will expire. The Reminder feature automatically sends the customer a reminder email a certain number of days after Quote creation if that Quote is Available and has not been converted to an Order yet.
Learn More about Quote Expiration & Reminders
Editing Items
The admin can add, edit and remove items on a quote anytime. Products can be configured and prices can be customized for each individual quote.
Learn more about Editing Quote Items
Adding Discounts / Gift Cards
Discount Codes (Coupons) and Gift Card Codes can be added in the Totals section of the Quote.
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Once the quote is saved, you will be given a message that the Quote was saved successfully and applied discounts/gift card balances will be visible in the Totals section at the bottom of the page.
Adding/Editing Addresses
Addresses can be added to a quote and edited by the Admin or Customer as configured in Quote Customer Permissions. If the customer has saved addresses in their address book, they will appear as options in a drop-down on both the front-end (My Account) or in the Admin Quote Edit Screen.
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Addresses are required for:
- Calculating Shipping Rates
- Applying Tax
- Converting a Quote to an Order
Shipping Rates
Shipping Rates can be retrieved for a Quote as long as the quote has items and has a shipping address. Click Get Available Shipping Rates to retrieve rates based on your available Shipping Methods
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Learn about Quote Custom Shipping Rates
Notifying Customer
There are several ways to notify the customer of a change to the Quote
1 - Click "Share" then Send
2 - Change the Status and click "Send Notification"
3 - Add a Comment and click "Send Email Notification"
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Learn more about Quote Email Settings & Templates
Printing / Sending PDF
PDFs can be generated or sent to the customer anytime.
Learn more about Quote PDFs
Updated about 1 year ago