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Last update: June 13, 2024

Manage Quotes

Managing quotes includes:

Readmore Creating quotes

View Quotes List and Quote Details

To view the list of submitted quotes and details of a specific quote:

  1. Click Quotes in the main menu.

  2. In the next Quotes blade, select a required quote.

  3. Quote details open in the next blade.

    Image

You now can view and edit the quote details.

Edit Quote Details

The quote details blade contains:

  • Top toolbar.
  • General information segment.
  • Widgets segment.

With the top toolbar, you can:

  • View the current quote status.
  • Reset changes in the quote.
  • Submit your proposals to potential buyers based on their quote.
  • Pause/resume the processing of a quote.
  • Cancel a quote with a comment.
  • Delete a quote.

    Top menu

In the general information section, you can:

  • View the quote requester, their company, and the date the quote was created and updated.
  • Switch quote status between:

    • Draft.
    • New.
    • Processing.
    • Proposal sent.
    • Ordered.
    • Cancelled.
  • View the store from which the RFQ (Request for Quotation) was receved.

  • Set the expiry and reminder dates.
  • Assign an employee to process the quote from the dropdown list.
  • Leave public and internal comments.

General info

In the widgets section, you can view:

  • Shipping and billing addresses of the user who requested the quote.
  • Subtotals and totals of the quote.
  • Files attached to the quote.
  • Quote dynamic properties.
  • Quote changes history.

Widgets

Edit Shipping/ Billing Addresses

In the widgets section of the Quote details blade, you can add or edit shipment/ billing addresses of the quote requester:

  1. Click on the address widget.
  2. In the next Manage addresses blade, select an address to edit from the list or click Add in the toolbar to add new address.
  3. In the next Edit address blade, fill in the required fields.
  4. Click OK to save the changes, or
  5. Click Delete in the toolbar to delete the address.

Edit address

Attach Files

Attaching files facilitates the quoting process and ensures that quotes are accurate, relevant, and tailored to the requester's specifications.

To attach files to quotes:

  1. Click on the Attachments widget.
  2. In the next Quote attachments blade, drag and drop you files, or
  3. Browse your files from your computer.

Attach files

The attached files appear in the list below.

Manage Quote Totals

To manage quote totals, click on the Totals widget. In the next Edit line items blade, you can:

  • Add or remove items from the quote.
  • Propose personalized prices and discounts.
  • Calculate grand total based on the shipping rate.

Manage quote

In our example:

  • We have proposed a lower price (1997.00 instead of 1999.00). This is the Adjustment line in the totals calculation section.

    Note

    You can also propose special prices for a specific quantity of products. Click Add above the quantity field to specify the quantity and the price.

    Price/amount

  • We have set a relative discount of 10%. This is the Discount line in the totals calculation section.

  • We have set the shipping rate to 10 USD. This is the Shipping line in the calculation section.