The Quotes Guru app allows you to easily edit submitted quotes—adjusting pricing, taxes, shipping, discounts, and even adding special remarks or a due date. This ensures you can offer tailored quotes that reflect your business terms and meet your customer’s expectations. In this guide, you’ll learn how to access and modify quote details using the “Edit Quote” feature for a seamless quoting experience.
Check out all details submitted by Customer for this quote and Edit and adjust anything as per your need Go to Quote Listing> Click on edit quote (as mentioned in the screenshot)
You can easily edit the Quote by simply clicking on the “Edit Quote Button” as shown above in the image.
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.
- 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.
