Quote History & Price Negotiation / QuoteChat for Customers / Quote Editing and Comments

This feature provides a seamless way for admins/merchants to manage quotes, track history, and communicate with customers for efficient negotiation and updates.

1. *View Quote History*:

• Navigate to the *Quote Requests* section.
• Select a specific quote to view its complete timeline, including updates, customer communication, and changes.

2. *Edit the Quote*:

• Choose the product Edit Quote price and quantity.
• Browse the product to add or remove items.

• Adjust product quantities and prices as required.

3. *Assign the Quote to a Customer*:

• Select the customer from the list or assign the quote to a new customer.
• Save the updated quote with customer details.

4. *Update Quote Status*:

• Change the status of the quote to *Pending*, *Accepted*, *Rejected,* or any custom status.

This helps track the progress of the quote.

5. *Add Comments and Reply*:

• Enter comments to provide clarity on changes or offer additional details.
• Send the updated quote and comments to the customer via email or WhatsApp.

6. *Convert Quote to Order*:

• Once the customer approves the quote, click *Convert to Order.*

• This action will generate a formal order based on the quote details.

7. *Communicate and Follow Up*:

• With Timeline feature to reply with updated quotes or respond to customer inquiries.
• Keep communication transparent and efficient.

By following these steps, admins can manage quotes effectively, negotiate prices, and ensure a smooth process for both the business and the customer.

Aktualisiert am: 29/08/2025