Create custom quotes with custom pricing and terms

Create custom quotes based on existing products, with custom prices and terms. This feature gives you the possibility of getting into a discussion with the customer and increasing the conversion rates.

Step 1

  • Go to menu quote2sales -> Quotes & Click on the link Quotes.
  • Then the interface for adding a new quote is displayed

Step 2

  • Click on the button “Create New Quote”

Step 3

  • Select a customer from the customer list
  • Or add a new customer to whom the custom quote should be sent to

Step 4

  • Add products to the quote by clicking the button “Add Products”

Step 5

  • Simple Products can be added using the grid to select the items.
  • The selected products can be added to the quote by clicking the button “Add selected products to Quote”.
  • The admin can add custom prices for the product and update the items in the quote.

Step 6

  • Before submitting the quote you can select the shipping methods also.
  • Once a quote is provided with custom price , the quote could be created by clicking the submit button and a success message will be displayed.

Step 7

  • The created quote can be viewed and cancelled later.
  • The quotes that are already submitted can be emailed several times to the customer.

Create custom quotes with custom pricing and terms

Create custom quotes based on existing products, with custom prices and terms. This feature gives you the possibility of getting into a discussion with the customer and increasing the conversion rates.

Step 1

  • Go to menu quote2sales -> Quotes & Click on the link Quotes.
  • Then the interface for adding a new quote is displayed

Step 2

  • Click on the button “Create New Quote”

Step 3

  • Select a customer from the customer list
  • Or add a new customer to whom the custom quote should be sent to

Step 4

  • Add products to the quote by clicking the button “Add Products”

Step 5

  • Simple Products can be added using the grid to select the items.
  • The selected products can be added to the quote by clicking the button “Add selected products to Quote”.
  • The admin can add custom prices for the product and update the items in the quote.

Step 6

  • Before submitting the quote you can select the shipping methods also.
  • Once a quote is provided with custom price , the quote could be created by clicking the submit button and a success message will be displayed.

Step 7

  • The created quote can be viewed and cancelled later.
  • The quotes that are already submitted can be emailed several times to the customer.