You can perform quick actions on the quotes using their Action Menu. The actions are – Edit, Duplicate Quote, Convert to Order, and Delete.

This is the section where you accept or cancel the quote, edit product details, view customer details, change quote status and view quote history.

This section displays the customer’s details and basic quote details.

You can view and edit the quote title, and also add a note for Admins. The quote creation date and quote updates date will help you keep a track of quote history.

While editing a quote you can anytime add a new product into the quote.

Using the ‘Add New Quote Product’ you can easily add a new product, using a similar kind of Add Product form as seen in the Add Quote Section. It is possible that on customer’s request you are willing to delete a product from the quote, or duplicate it or edit the existing products from the quote. This can happen if you have a different business model or if you are unable to fulfill the product requirements.

For these actions, we have given quick action buttons such as – Duplicate, Edit and Delete.

This is the section where you i.e. Admin get a chance to either accept the quote or reject it. You can perform 3 actions –

Quote Action

1. Enter Quote Price

Select this option if you will be able to fulfill the customer’s demanded quantity.

You can enter a different price for different quantities and product(s) requested by the customer.

You, can also use the Online Price Calculator and perform your calculation.

Allow Partial Quote

This will allow the customer to place an order of partial items from the quote. This feature works only if the quotation has two or more products. For example, if a customer requests a quotation of 3 products but wishes to order only two at first, then this feature will give him the flexibility to do so. This will encourage a more flexible business model.

Enter the price and other details, and click on the Save. You can even upload a file for the customer’s approval along with the quote. The quote status will be updated in the customer’s My Account. Moreover, the customer will receive a notification if this option is enabled.

You can view or edit the customer notification email text from the Admin >> Content Management >> E-Mail Template >> Search with “Quote” >> Action dropdown >> Edit

As soon as you Save the estimated price, the status of the quote changes to Quotation as shown below:

You can also see the price being indicated under the Product Details column.

Front-end scenario:

Your customers can navigate to the quotes page via – My Account >> My Quotes.

In the quotes section, your customers can perform tasks such as ‘Review/Update Quotation’, Requote Products, Requote a Single Product, or View Details of the Quote.

Using the ‘Review/Update Quotation’, your customers can review and Approve or Reject the quote:

For products with more than one quantity, your customers will get an option to select any one quantity and continue.

If the ‘Allow Partial Quote’ option is enabled, then while placing an order of the approved quote your customers will get a checkbox.

Using this they can select the products they wish to order and save the others for the remaining quote life cycle.

2. Post Message to Customer

This option will help you retrieve more information from the customer. You have the option to upload a file for the customer’s approval.

Add a message in the text box and click on the Save. This will change the Quote Status to ‘Customer Review Pending’.

Front-end scenario:

Your customers can navigate to the quotes page via – My Account >> My Quote

Customers can click on the Review/Update Quotation and view your message.

Your customers will check your message and take the action as desired.

As soon as the customer sends its response the quote status changes to ‘Admin Review Pending’.

3. Quote Cancelled

If because of some reasons you are not able to fulfill the requested quote then, simply write a message for your customer and click on the Save.

This will change the quote’s status to Cancelled both on the Admin Panel as well as in the Customer’s Account.

This section will help you keep track of the activities performed on the quotes.

All the changes and requests made by the Customer and Admin will be listed here.

You can directly convert Quote-to-Order(Offline) with/without it being Approved by your end-customers.

Example: You receive a Quotation Request via email, and its finalized over email itself. You might want to maintain this quotation in OnPrintShop.

This feature will benefit the Super Admin, Sub-Admin, and the Branch Admin.

You can easily create a duplicate of the original quote using the ‘Duplicate Quote’ option. Check the message that appears while creating a duplicate of the quote.

Delete any quotation with a 2-step confirmation. Quotes with the status of ‘Quotation Approved’ cannot be deleted.