Manage Quote status

Organize and track your quotes using customizable labels to your needs. You can create new statuses with custom names and manage all quotes based on their status, such as Open, Closed, Pending, High Demand etc.

To manage quote statuses, follow these steps:
Navigate to app Settings: Locate the Quotes Request section in your app settings.
Access Manage Quote Status: Click on the Manage Quote Status option to create quote statuses.



Create Custom label



Enter label name and apply color and click on save button to save changes.





Assign Status From the Cart Drawer :quickly assign statuses directly from the cart drawer for seamless management.



Assign Status From the Quote Details Section :manage and update the quote status from the detailed quote view for better tracking.



Track Quotes With Applied Status :stay organized by tracking quotes based on their updated statuses.



Edit OR delete status



Click on edit rename label name and update.



Update status label name

Status Deleted from list:



Delete status:



Status label name will deleted



By using these features , admin can ensure your quote process stays streamlined and effective.

Updated on: 27/12/2024