Creating quote proposal
Create quote proposals to respond quickly and professionally when customers request a quote. Capture details, customize pricing, and streamline approvals—all from one place.
Video Tutorial
Watch a quote proposal being created end to end, then use the steps below to build one yourself.
Step-by-Step Configuration Guide
Open Quote Approval
Go to the Quote Approval main page.
Create a quote proposal
Click the Create Quote Proposal CTA. Quote proposals are used when a customer or buyer asks for a quote, letting you respond with clear pricing and details.
Review the quote number
Review the system-generated quote number. If needed, enter a custom quote number.
Select the customer
Click Select Customer and choose the relevant customer from the list.
Review customer details
After selecting the customer, review or enter the contact’s email, name, company, and optional wholesale tag.
Set the quote expiration
Choose the number of days, weeks, or months, then specify the expiration time and time zone.
Add notes and a PO number (optional)
Add notes and enter a PO number for your records, if needed.
Add products to the quote
Search for products, click Browse products to select from the catalog, paste SKUs directly, or upload a CSV or Excel file if you have a product list.
Set quantities and quote prices
Once a product is added, set the quantity and the quote price for each item.
Adjust the payment method
Adjust the payment method if required.
Add discounts or offers (optional)
Add any discounts or promotional offers, if needed.
Enter shipping charges
Enter shipping charges as needed.
Finalize your next action
Convert the quote to a draft order or send the proposal email directly to the buyer.