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.