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.
- Go to menu quote2sales -> Quotes & Click on the link Quotes.
- Then the interface for adding a new quote is displayed
- Click on the button “Create New Quote”
- Select a customer from the customer list
- Or add a new customer to whom the custom quote should be sent to
- Add products to the quote by clicking the button “Add Products”
- 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”
- 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.
- You may edit the products even after adding it to custom quote
- While adding products to quote you may provide custom pricing