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 just like that
  • You get an option to configure the product if it is configurable product
  • The selected products can be added to quote by clicking the button “Add Selected Products to 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

  • You may edit the products even after adding it to custom quote
  • While adding products to quote you may provide custom pricing

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 just like that
  • You get an option to configure the product if it is configurable product
  • The selected products can be added to quote by clicking the button “Add Selected Products to 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

  • You may edit the products even after adding it to custom quote
  • While adding products to quote you may provide custom pricing