Make ownership clear
Admins can assign a sales representative to a quote and filter the inbox by rep.
STAFF AND ASSIGNMENTSAn easier handoff
An easier handoff
for your team.
Assign the rep who knows the account and leave notes for the next person. Your team can see the quote’s history before speaking to the buyer.
See the step-by-step guideTEAM COLLABORATION / QUOTEWICK
Leave a note for the team
Post an Internal Staff Note for colleagues or choose Buyer-Visible Note to share a message with the buyer.
Set the right role
Admins manage settings, staff, assignments, and recovery. Sales Reps work on quotes.
HOW IT WORKSGive each quote
Give each quote
a clear owner.
Add your colleagues
An admin enters each colleague’s name, email, role, and Shopify staff ID, verified by the store administrator. You can mark staff active or inactive as access changes.
Keep ownership beside the request
Merchant-created quotes are assigned to their creator. An admin can change the rep from the quote details. Assignment shows who owns the follow-up; it does not restrict other active reps to their own quotes.
Choose who sees each message
Leave an internal note for colleagues or choose a buyer-visible note to share it. Check the visibility before posting, especially when discussing a price with your team.
COMMON QUESTIONS
Worth knowing.
Who can manage staff and assignments?
QuoteWick admins manage staff access and quote assignments. The Sales Rep role is for working on quotes.
Can a buyer see internal notes?
Internal Staff Notes are for the team. Choose Buyer-Visible Note when posting a message intended for the buyer.
GET STARTED WITH QUOTEWICK
Send your next quote from Shopify.
Connect your store and set up the buyer page. Then create an offer or receive your first request.