Documentation/DigiQuote Pro+

Managing Quotes in WordPress

Search, review and edit customer quotation records.

Open Quotes in WordPress to manage requests.

The quote list can display:

  • Quote number
  • Customer
  • Total
  • Status
  • Valid Until
  • Sales Agent
  • Date

Use search and date filters when quote volume grows.

Quote editor

Open a quote to review customer details, message and quote items.

Quote items can show:

  • product,
  • quantity,
  • original price,
  • discount type,
  • discount value,
  • quote price,
  • line total.

Use this screen to prepare the final personalized offer before sending it to the customer.

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