Receive and Process Quotes

When a customer clicks the Request a Quote button the product is added to Quote Basket. This is just like the Cart option. Then when they visit the basket page they get a form with their Name, Email, Phone, and Message. After filling in all of this information they send the request.

You will get this request in ‘All Quotes’. When you click on a requested quote, you will see three options.

1. Status
2. Customer Data
3. Products

1. Status: You can make the status pending, active, accepted, rejected, or canceled.
2. Customer Data: Here you will get the customer’s name, phone, email, and message that was sent in the form.
3. Products: There are several files in this option. Product name, variation, variation option, quantity, and unit price. Put the price by which you want to sell the product.

There are some options in the right sidebar as well. You can enable the ‘Send Email to Customer’ button then the customer will be notified through email. Also, you can put some messages in the additional comment field.

After that, click update and the status will be changed to ‘Active’