Quote List: The Quote List serves as the central hub where you can view, manage, and track all customer quote requests. From this list, you can access detailed information about each quote, including customer information, status, and request history. The Quote List allows you to stay organized and respond to customer needs efficiently.
Key Features in the Quote List:
- 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.
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.
2. We can refresh the data to see the latest changes in the Quote List.
3. Download CSV: Export the entire quote list to a CSV file, allowing you to analyze and manage your quotes offline, or share the data with other team members. This feature makes it easier to track large volumes of quotes and report on your quote requests.
