• Documentation
  • FAQ’s
  • Documentation
  • FAQ’s

Product Quotes

home/Documentation/Product Quotes
  • How to install the app.
  • Template Selection
  • Quote Status’s
  • How to view individual quotes
  • Account – Manage users
  • How to create a Quote

Quote Status’s

819 views December 3, 2019 admin 0

  • New – A customer has requested quote through the website and the quote needs to be edited.
  • Draft– Quote created but not sent to the customer
  • Sent– Quote sent to the customer
  • Opened– Customer has received the quote and clicked the check out link
  • Completed– Customer has clicked the checkout link and has purchased the items
  • Archived– Customer quotes can be archived for records purposes or can re-use them at a later date.
Related Articles
  • How to create a Quote
  • Account – Manage users
  • How to view individual quotes
  • Template Selection
  • How to install the app.

Support staff monitor the community forum and email 9 AM - 6 PM, Sunday to Friday. Please be patient when posting an issue as staff may not be in the same timezone as you.

© 2018 <a href="http://wpsmartapps.com">wpsmartapps.com</a>. All Rights Reserved.