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.

Updated on: 27/12/2024