When you receive a quote, you’ll receive an email just as you would for a new order. You’ll also see a new ‘Quote request’ in your Orders screen.
Click on the Quote request to edit it.
Editing quotes
You can edit quotes in exactly the same way as you edit orders. By default, the plugin assigns the standard product price to each item – so if the product costs $25, that’s what you’ll see as its line cost.
If you want to edit the product prices, hover over the line item and click the pencil icon.
Enter the product price that you wish to quote, then click the ‘Save’ button.
When you’re ready to send the quote back to the customer, choose ‘Send updated quote to customer’ from the ‘Order actions’ dropdown and click ‘Update’.
This will automatically send an email to the customer with a list of each item and the price you’ve quoted. They’ll be able to click the link in the email to ‘Checkout now’ where they’ll be taken to a dedicated payment page.
This means that they won’t be able to change the order – they will have to pay for it exactly as you’ve quoted.
After payment, the quote will be converted to a straightforward order and you’ll be able to process it in the standard way.