After your customer has shortlisted the products they are interested in, you can create a quote on the WizCommerce platform. This feature allows you to formalize the pricing details and share the quote directly with the customer.
Benefits of Creating and Sharing Quotes:
Clear Pricing Discussions: By generating a quote, you can clearly communicate the pricing of selected products, facilitating transparent discussions about costs.
Record Keeping: The platform automatically records the quote and your interactions, providing a reliable reference for future discussions and decisions.
Professional Presentation: Create and share professional, detailed quotes that enhance your company’s image and improve customer trust.
Streamlined Process: Efficiently manage and track quotes within the platform, reducing administrative overhead and ensuring timely follow-ups.
This process ensures that both you and your customer have a clear, documented understanding of the pricing, supporting better negotiation and customer satisfaction.
Create Quote via Dashboard
Create Quote via Dashboard
Steps -
Click on “Create Order” on the dashboard
Select the “customer” from the top right corner
Select the customer for that you want to create a quote.
(You can add new customers as well)Add to cart the shortlisted products
Go to the Cart
Click on “Create Quote”
Confirm quote creation by clicking on “Proceed”
Check the customer details like
Name
Contact Number
Click on “edit” present with each section to edit the details like
Billing Address
Shipping Address
Email
Quote Details
Add the notes if required
Add Shipping Method
Add discount, shipping charges, tax, and additional charges
Click on “Submit Quote”
The quotation is now shared with the customer.
Create Quote via Product Section
Create Quote via Product Section
Steps -
Select the “customer” from the top right corner of Product section
Select the customer for that you want to create a quote.
(You can add new customers as well)Add to cart the shortlisted products
Go to the Cart
Click on “Create Quote”
Confirm quote creation by clicking on “Proceed”
Check the customer details like
Name
Contact Number
Click on “edit” present with each section to edit the details like
Billing Address
Shipping Address
Email
Quote Details
Add the notes if required
Add Shipping Method
Add discount, shipping charges, tax, and additional charges
Click on “Submit Quote”
Create Quote via Sales Section
Create Quote via Sales Section
Steps -
Click on “Create Order” on the sales section
Select the “customer” from the top right corner
Select the customer for that you want to create a quote.
(You can add new customers as well)Add to cart the shortlisted products
Go to the Cart
Click on “Create Quote”
Confirm quote creation by clicking on “Proceed”
Check the customer details like
Name
Contact Number
Click on “edit” present with each section to edit the details like
Billing Address
Shipping Address
Email
Quote Details
Add the notes if required
Add Shipping Method
Add discount, shipping charges, tax, and additional charges
Click on “Submit Quote”
Note
You can add more products by clicking on “edit” in the Cart Summary section
You can also create a quote for a guest customer. First, generate a cart for the guest customer, and then you can add the necessary details for your customer