How do I
do that?
Find the steps for your next task, from the first quote
to a delivery problem that needs a closer look.
Get your store
ready for quotes.
Connect your store, add the buyer page, and send your first test quote.
Read the setup guideWhat are you working on?
Set up QuoteWick
Connect your store, add the buyer page, and send your first test quote.
Request a quote from your customer account
Choose products, enter quantities, and send the merchant a request from your customer account.
Create or duplicate a quote
Prepare an offer for a phone or email enquiry, or start a new quote from an earlier one.
Prepare, send, and revise an offer
Set offered prices, send the proposal, and make revisions when the buyer asks for changes.
Set up quote emails and reminders
Link buyers to their quotes, customize the email text, and choose when to follow up.
Accept a quote and continue to Shopify
Review the offer, accept it, and continue to checkout when the Shopify draft is ready.
Attach a purchase-order document
Upload a PO as a PDF or image and find it again when your team needs it.
Add your branding to quote PDFs
Add your logo and terms to future quote PDFs while keeping earlier offers as they were.
Add staff and assign quotes
Add staff, choose roles, assign quotes, and keep internal context with the right conversation.
Track a quote or close it
Check activity, understand buyer access, and cancel or decline a quote that is no longer needed.
Troubleshoot quotes and delivery
Check failed emails, pending documents, and Shopify conversions that need attention.
Handle customer privacy requests
Download customer exports, mark them delivered, and check the progress of data removal.
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Try it with your store.
Connect your store and set up the buyer page. Then create an offer or receive your first request.