Quote management
Manage your request in one place
Quote list
Quote detail
In the Quote List, you can see a list of quote requests with basic information: name, status and created date.
Now take a overall look to see what you can do.
View [](https://docs.quotesnap.net/main-features/quote-management#2.-quote-detail)Quote detail*****,** **assign** & delete Quote
Search Quote by Quote ID
Sort requests by Email, Progress log, Assignee (A -> Z)
Filter requests by created day from day A to day B. Click Search incon and click Date.
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
: When you've read a new request
: When you create successfully a quote from Quote list
: When a new request is submitted from your store
: When there're any information of your quote is edited/updated.
: When you quote is cancelled in Quote detail
: When you successfully create a draft order from that quote.
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
In Quote detail, you have 4 main parts:
Quote Lifecycle: Where you manage your quote-to-order process. Each step is designed with guide that helps you close deal more efficiently.
Request list: Product list with its information from quote form
Payment Info: You can add custom discount and shipping fee to this order.
Customer info: You can see your customer info who send request.
Other info: These include Due date & other products that customers also viewed before sending request (this feature is available in our premium plan)
You can add and delele and change quantity of products in quote in Products.
Update your offer price by change price of each product, add tax, discount and shipping rate.
Note: Tax that you update in quote will not be available in Draft order. Learn more about tax.
Due date is when your offer expires. This date will show up in email and quote PDF that you send to your customer.
This is how due date will be automatically updated in Quote PDF.
If your customer also view your other products, in Quote detail, there's one more part : This customer also viewed. This feature is available for Pro & Enterprise plan.
You can send quotation email to customer in quote detail.
Export quote helps you download a quote PDF to your device.
You can create draft orders from a quote.
Quote list
Quote detail
1. Quote list
In the Quote List, you can see a list of quote requests with basic information: name, status and created date.
Now take a overall look to see what you can do.
View [](https://docs.quotesnap.net/main-features/quote-management#2.-quote-detail)Quote detail*****,** **assign** & delete Quote
Search Quote by Quote ID
Sort requests by Email, Progress log, Assignee (A -> Z)
Filter requests by created day from day A to day B. Click Search incon and click Date.
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
List of Quote status:
: When you've read a new request: When you create successfully a quote from Quote list: When a new request is submitted from your store: When there're any information of your quote is edited/updated.: When you quote is cancelled in Quote detail: When you successfully create a draft order from that quote.New 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
2. Quote detail
In Quote detail, you have 4 main parts:
Quote Lifecycle: Where you manage your quote-to-order process. Each step is designed with guide that helps you close deal more efficiently.
Request list: Product list with its information from quote form
Payment Info: You can add custom discount and shipping fee to this order.
Customer info: You can see your customer info who send request.
Other info: These include Due date & other products that customers also viewed before sending request (this feature is available in our premium plan)
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, add tax, discount and shipping rate.
Note: Tax that you update in quote will not be available in Draft order. Learn more about tax.
Due date is when your offer expires. This date will show up in email and quote PDF that you send to your customer.
This is how due date will be automatically updated in Quote PDF.
If your customer also view your other products, in Quote detail, there's one more part : This customer also viewed. This feature is available for Pro & Enterprise plan.
Send email
You can send quotation email to customer in quote detail.
Export quote
Export quote helps you download a quote PDF to your device.
Create draft order
You can create draft orders from a quote.
Updated on: 19/11/2024
Thank you!