Usage Guide

This guide covers daily workflows for both administrators and customers.

For AdministratorsCopy Anchor Link

Creating a QuoteCopy Anchor Link

1. Go to Admin → Sales → Quotes
2. Click Create
3. Fill in the recipient details:
   • Email (required) — Where to send the quote
   • Attach to User (optional) — Link to an existing customer account
   • Currency — Select the pricing currency
   • Expires At — When the quote becomes invalid
4. Add items using the Items section:
   • Select a Product from your catalog
   • Choose a Plan (pricing tier)
   • Prices auto-fill based on the plan
   • Optionally add a discount (percentage or fixed)
   • Configure any Config Options if the product has them
5. Set the Status:
   • Draft — Save without sending
   • Sent — Save and email the quote immediately
6. Click Create

Managing Quote RequestsCopy Anchor Link

When customers submit quote requests:

1. Go to Admin → Sales → Quote Requests
2. Review the request details (subject, description, budget)
3. Options:
   • Approve — Mark as approved and optionally create a quote
   • Reject — Decline with optional notes
   • Convert to Quote — Creates a new quote pre-filled with the customer's info

Handling RevisionsCopy Anchor Link

When customers request changes to a quote:

1. Go to Admin → Sales → Quote Revisions
2. Review the customer's requested changes
3. Edit the original quote as needed
4. Mark the revision as resolved

Tracking PurchasesCopy Anchor Link

The Quotes list shows a Purchased status column:

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For CustomersCopy Anchor Link

Requesting a QuoteCopy Anchor Link

1. Click Request Quote in the navigation (or visit /request-quote)
2. Fill in the form:
   • Subject — Brief description of what you need
   • Description — Detailed requirements
   • Budget (optional) — Your expected price range
   • Company (optional) — Your company name
   • Phone (optional) — Contact number
3. Click Submit
4. You'll receive a confirmation email and notification

Viewing Your QuotesCopy Anchor Link

1. Go to My Quotes in your account menu
2. See all quotes sent to you with status and expiry dates
3. Click on a quote to view full details

Accepting a QuoteCopy Anchor Link

1. Open the quote (via email link or "My Quotes")
2. Review the items and pricing
3. Click Accept Quote
4. Items are added to your cart with any discounts applied
5. Complete the checkout to purchase

Requesting ChangesCopy Anchor Link

If you need modifications before accepting:

1. Open the quote
2. Scroll to the Request Revision section
3. Describe the changes you need
4. Click Submit
5. The admin team will review and update the quote

Downloading PDFCopy Anchor Link

1. Open the quote
2. Click Download PDF
3. A professional PDF version is downloaded for your records

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