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Navigation: Submission List

Table of Contents

1. Submission List

  1.1. View Quote

  1.2. Search Quote

  1.3. Filter Quote

  1.4. Export Quote

  1.5. Create Quote

2. Quote Status Definitions

3. Progress Log Definitions

4. Quote Detail

5. Update Quote

6. Timeline

7. Duplicate quote

1. Submission list

In the Submission List, you can see a list of quote requests with basic information: Quote ID, Name, Customer information, Created time, Progress logs, Quote status

Now take a overall look to see what you can do.

View Quote detail & delete Quote

Search Quote by Name, Email, and Quote ID

Filter requests by created day from day A to day B

Click "Search & Filter" button > Date > Select Starting & Ending

Export all quotes on that page to Excel file

This is the lists of quote that has been downloaded as .xlsx file.

If you want to export specific quotes, you select by ticking the check box.

Create a quote manually

Click Create A Quote button > Enter Customer Info > Add Product > Save

Bulk edit selected quotes & all quotes

You will have 2 options to bulk edit your quotes and save time when you want to change Shipping, Tax, Discount fee for multiple quotes.

• Bulk edit selected quotes: By selecting selected quotes, then select Edit property > Edit discount / shipping / tax

• Bulk edit all quotes

Bulk edit quote discount

You can select the discount type (amount or percentage), and define the reason for discount. This will apply the quote discount (don't mistake it with item discount)

Bulk edit shipping

Bulk edit tax

You will be able to bulk edit tax based on the percentage type. If you want to edit tax following amount type, you only can do it in the quote detail.

Bulk remove selected quotes & all quotes

You will have 2 options to bulk remove your quotes and save time when you want to change Shipping, Tax, Discount fee for multiple quotes.

• Bulk remove selected quotes: By selecting selected quotes, then select Remove property > Select Quote Discount / Shipping / Tax

• Bulk remove all quotes:

2. List of Quote status:

• Deal rejected: This status shows up when your quote is rejected by your customers (Reject quotes via Proprosal email or Customer Account)

3. List of Progress log

• Received
• Created
• Auto Confirmed: Auto confirmation email is sent successfully to customer or admin
• Failed to send Auto Confirm Email
• Quoted: When you finish setting price for quote by clicking Next Step (Step 3 in Quote Progress)
• PDF Exported
• Failed to export PDF
• Email Sent: Quotation email is sent successfully
• Failed to send Quote Email
• Draft Order Created
• Draft Order Updated

4. Quote detail

The Quote Detail page provides a comprehensive view of a customer's quote request, allowing merchants to review, modify, and manage quotes effectively. This section includes the following components:

1. Request List

Displays the list of products included in the customer's quote request, along with detailed product information submitted via the quote form.

• Details shown include: Product name, quantity, price, and any additional notes provided by the customer.

2. Payment Info

This section allows you to manage pricing details for the quote, including:

• Custom Discount: Apply a specific discount to the order.
• Shipping Fee: Add or adjust the shipping fee for the quote.
• Tax

3. Customer Info

View the customer's details, including:

• Name, email, and contact information.
• Any additional information provided by the customer during the quote request.

4. Timeline & Comment

Tracks the history of actions performed on the quote, providing a clear record for better management.

• Examples of actions logged: Quote created, Quote updated with discounts or shipping fees, Email sent to the customer.

Use comment feature to communicate with your team

5. Due Date

Set an expiration date for the quote. This ensures that quotes are only valid for a specified period, keeping requests up-to-date.

6. Product Viewed

Displays a list of products the customer has viewed before submitting the quote request.

• Use this information to understand customer preferences and recommend additional products.

7. Create draft order

You can convert quotes to draft order by:

When clicking "Create Draft Order", there's a modal including options:

1. Send invoice email to notify customer
2. Add Quote ID as note
3. Export Invoice PDF
4. Select currency for draft order

Select currency for draft order

When selecting this option, you will be able to select the currency that you prefer for your draft order.

Why do we need this feature?

1. Avoid juggling between Shopify admin and Quote Snap to check and make sure the currencies aligned. Now, you can control the currency within the Quote Snap. Save you a lot of time!
2. Normally, when you convert a quote to a draft order, the system currently defaults to the store’s base currency, but many cases are special such as:

• Sell globally to customers who prefer different currencies
• Receive quotes in one currency but need the draft order in another

How can you use this feature?

Regarding the Shopify Markets, you will need to:

(1) Assign the currency

(2) Set up the shipping rate for the market so it can work

(3) Activate the market

When you select the currency, and create a draft order, you will see the draft order in the selected currency.

In the case that you don't select this feature, the draft order will default to your store’s currency

8. Add custom item

You can add custom items by following these steps:

• Click the horizontal menu in the Product card
• Click add custom item option > Add custom item modal will pop up
• Fill the Item name and Price and Quantity

After adding custom items successfully, you will be able to edit the custom item by click the edit icon. You can delete the custom item by clicking Delete when you open the Edit custom item modal.

Note:

• The custom item is treated as a "real" product in QuoteSnap, it means that any actions like taking note, discount, which are applied on real product, will be able to apply on custom item.
• In the case, you create the quote manually, if you add a B2B customer, the custom item currency will follow the catalog's currency instead of store's currency like when you add a DTC customer.
• When you create a draft order with the custom item, the custom item won't be checked these fields - Item is taxable and Item is a physical product

9. Add property

You can add properties for your product by clicking "Add property" under the product. You can add as many properties as you need.

The result:

5. Update quote

• You can add and delele and change quantity of products in quote in Products.

• Update your offer price by change price of each product, discount and shipping rate.

• Due date is when your offer expires. This date will show up in email and quote PDF that you send to your customer.

Shipping

You can select custom shipping rate or use the Shopify shipping rate

• Custom shipping rate: you can define your preferred rate
• Shopify shipping rate: you can select your Shopify shipping rate

Update Customer Information

You can edit your customer information, shipping address and billing address.

• Customer Information: First name, Last name, Phone number
• Shipping address
• Billing address (only for B2B customer): You can set billing address the same as the shipping address by check the box "Same as shipping address"

6. Timeline & Comment

1. Comment

This feature allows you to be able to communicate with your sales team by comment under the Timeline section.

• You can mention your salespersons (you have to create salespersons before be able to tag them)

• You can post comments and delete the comments, but the comments can't be reverted after being deleted

2. Action Logs

You can see your previous proposal emails, quote PDF, invoice.

7. Duplicate quote

To duplicate existing quote, you can click "Duplicate" button to duplicate the existing quote.

• You can only duplicate one quote at a time
• The duplicated quote will retain the Product section, Customer section, Payment information section, and Due date.
• The new quote will have a different Quote.No

• You can check if the quote is duplicated or created manually by checking the timeline

8. Create view and Sort by

A view is a saved combination of filters. You build it by filtering the quote list and then saving the result with a name.

Step 1: Apply filters

From your quote list, open the filter options and choose any combination of the following:

Date — Filter by the date the quote was created.

Assignee — Filter by the team member assigned to the quote.

Quote total — Filter by the total value of the quote. Enter a range using the "between" fields. Only positive numbers are accepted.

Product — Filter by the products included in a quote.

• Products that have variants are marked with a > icon. Click it to expand and see the variants.
• Selecting a product automatically selects all of its variants. You can then uncheck individual variants to narrow the filter.
• If you uncheck every variant of a product, that product is automatically unchecked as well.

Customer email — Filter by the email address of the customer who requested the quote.

Country — Filter by the country in the quote's shipping address.

Step 2: Save the view

Once you've applied at least one filter, a Save button appears at the top of the list.

1. Click Save. The "Save as view" dialog opens.
2. Enter a name for the view. Names must be unique. If you enter a name that already exists, you'll see the error "Name is existed."
3. Once you've entered a valid name, the Save button becomes active. Click it to create the view.

Your new view appears in the view list with a dropdown icon (˅) next to it, which gives you access to view management options.

Editing columns

You can choose which columns appear in your quote list and reorder them to fit how you work.

1. Click Edit columns. While you're editing, all other actions on the page — including Edit, Remove, Export, Create a quote, and switching between views — are temporarily disabled.
2. Click the eye icon next to a column to hide or show it.Quote ID cannot be hidden — it's always visible. All other columns can be hidden.
3. Drag any column to a new position to reorder it.
4. Click Save to apply your changes. Your edits are not applied until you save.

Sorting your quote list

The list is sorted by Created date — Newest to Oldest by default across every view.

To change the sort:

1. Open the Sort by menu.
2. Choose a sort field, such as Quote ID or Created date.
3. Choose a direction (newest to oldest, or oldest to newest).

The list updates immediately when you select an option. There's no save step for sorting.

Managing your views

Views you've created yourself can be renamed, duplicated, or deleted. Default views provided by the system cannot be changed.

Custom views show a dropdown caret (˅) next to the view name. Click it to open the options menu.

Rename a view

1. Open the view's dropdown menu and choose Rename.
2. Enter a new name. The Save button stays disabled until the name is actually different from the current one.
3. Click Save.

Duplicate a view

1. Open the view's dropdown menu and choose Duplicate.
2. A copy is created automatically with the prefix "Copy of" added to the original name

Delete a view

1. Open the view's dropdown menu and choose Delete.
2. Confirm in the dialog that appears.

Deleting a view is permanent and cannot be undone. If you want to keep a backup, duplicate the view before deleting the original.

Congrats!

You've finished exploring Submission List. You can explore yourself for more customization of your own store.

Updated on: 18/05/2026