The Create Quote feature within the Quote List is designed to simplify and streamline the quoting process for businesses. Integrated directly into the Quote Listing interface, this tool allows users to quickly generate, customize, and manage quotes tailored to individual customers. Whether you’re adding products, applying discounts, managing taxes and shipping, or setting due dates, the intuitive layout ensures an efficient experience from start to finish. With additional functionalities like exporting to PDF, duplicating, or converting quotes to draft orders (available in the Pro Plan), managing customer quotes has never been easier.
Create Quote (Within Quote List): The Create Quote feature is integrated directly into the Quote List, allowing you to create and customize quotes for customers in a streamlined manner. It’s designed to be intuitive and easy to use, so you can quickly provide personalized offers, pricing, and discounts.
Go to Quote Listing>Create Quote
You can also have the option of downloading CSV file as shown above in the image
Specifications of the Create Quote Page Products:
- Search Product Name: Easily find and add products to the quote by searching product names, ensuring the correct items are included.
- Payments:
- Manage Taxes, Shipping, and Discounts: Adjust taxes, shipping costs, and apply any discounts directly to the quote, providing a tailored price for the customer.
- Customer Information:
- Input and review the customer’s details, such as name, contact information, and any specific instructions or preferences they have shared.
- Input and review the customer’s details, such as name, contact information, and any specific instructions or preferences they have shared.
- Remarks:
- Add any special comments or terms related to the quote, whether it’s additional clarifications or specific conditions for the customer.
- Due Date:
- Select Due Date: Set a due date for the quote, helping to manage timelines and expectations for both you and the customer.
Once you have created quotes and you will be back to the quote listing page you will see there various option like duplicate quote, delete quote, export pdf, create draft order options available in Pro Plan.
