In Quote list tab, you can:
Manage new customer quotes: Convert quote to draft order or Delete quote.
Create manual quote from admin: When you need to create quotes in admin to quickly send B2B buyers custom offers
New quotes from customers are listed here. Click Action icon to Convert to draft order or Delete quote.
To delete the quote, click on Delete quote.
When you click on Convert to draft order, it will create a draft order in Shopify Orders.
On some occasions when you need to create quotes in admin to quickly send B2B buyers custom offers, keep everything organized, and close deals faster.
To do that, click on Create quote.
Then, fill on all necessary fields: select product, select customer and click on Create order.
If you have questions or run into issues while using any feature, we’re here to help.
💬 Start a Live Chat with our support teamarrow-up-right directly from your B2Bridge dashboard.
📧 Email us at [email protected]envelope and we’ll get back to you as soon as possible.
Last updated 4 months ago
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