About Quotes

The Quotes feature allows for the creation of Sales Quotes that can be managed, modified and converted to Orders. This article and subsequent tutorials will walk you through all of the features and functionality of Quotes.

Features

Add To Quote

Add to Quote can be enabled for all users or specified logged-in customer groups.
Learn more about the Quote Customer Experience

Submit A Quote

Customers can review, edit and submit their quotes. Quote, submission can be restricted to logged in customers or open to guests. Guest quotes can be later associated with customer accounts.
Learn more about the Quote Customer Experience

Manage Quotes & Custom Pricing

Pricing can be hidden from customers submitting quotes until the Admin decides they are ready to be seen. The Admin can also apply custom pricing, discounts, and shipping rates.
Learn more about Admin Quote Management

Allow User To Modify Quotes

Allow Logged-in Customers to Edit Quotes, Post Comments, Submit Change Requests and more!
Learn more about Quote Change Requests

1. Add Comment- Users can be allowed to add comments that can be viewed in the Admin Panel. Admins can post private or public comments for customers to see on their quote.

2. Edit Shipping Address Users can be allowed to add or change shipping addresses and/or view and select available shipping rates.

3. Add Product To Submitted Quote Users can be allowed to add more products to a submitted quote.

4. Edit Products Users can be allowed to edit product options such as Variations or Customizations.

5. Update Quantities Users can be allowed to change the quantity they would like quoted.

4. Remove Products Users can be allowed to remove products from a submitted quote.

Quote PDFs

Admins and Users can click to print PDFs of the Quote at any time. PDFs will also be included in Email communication between the Admin and the Customer. PDFs will also dynamically show information that is made available to the customer.
Learn more about Quote PDFs

Quote Expiration and Reminder

Set automated or custom expiration for quotes and send reminders to the customer.
Learn more about Admin Quote Management

Change Requests

The Admin can specify a custom Status that the Quote can be moved to any time a customer makes a change to the Quote. When a change is made the prices can be hidden until the Admin reviews those changes and updates the status.
Learn more about Quote Change Requests

Convert Quote To Order

Both Customers and Admins can have the ability to convert a Quote to and Order.
Learn more about Converting Quote To Order