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.

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


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.

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.


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.
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.


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.
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.

Updated on: 27/12/2024