Add staff and assign quotes

Add the colleagues who work on quotes, choose their roles, and assign the right rep to each account’s request.

Before you begin

You need an existing QuoteWick Admin account. The first verified Shopify owner, or fully permissioned staff member with a verified email, becomes the first admin when opening the app.

Have each colleague’s Shopify staff ID verified by your store administrator. Use that identifier when adding them to QuoteWick.

1. Add a staff member

Open Staff in QuoteWick. In Add staff member, enter:

1. The colleague’s Shopify staff ID.
2. Their name.
3. Their email address.
4. Their QuoteWick role.

Select Add staff member. New entries are created as active staff members.

2. Choose the right role

Use Sales Rep for colleagues who work on quotes. Use Admin for people who also need to manage settings, staff, assignments, privacy requests, and conversion recovery.

Sales Reps can create and duplicate quotes as well as edit and send offers. Assignment records ownership; it does not restrict a rep to only their assigned quotes.

To update an existing colleague, edit their staff entry and choose Save staff member. The Active staff member checkbox controls whether that entry remains active.

At least one active admin must remain. QuoteWick won’t let you remove the final active admin.

3. Assign a quote to its owner

Open a quote and find Quote details. Expand Assign sales rep, or Change sales rep when someone is already assigned.

Choose the colleague under Assigned sales representative, then select Assign. The rep appears on the quote and in the inbox.

When a staff member creates a quote, they are assigned to it automatically.

Use the inbox’s More filters to filter by Sales rep, along with company, status, or dates when useful.

4. Add context for the team

In Messages & Internal Notes, write in Message or internal note. Choose the intended Message visibility before selecting Post:

• Internal Staff Note keeps the note with your team.
• Buyer-Visible Note shares the message with the buyer.

For a handoff, note the price discussed, the buyer’s deadline, and anything still to decide. The next rep can read it alongside the offer and request.

5. Keep the conversation moving

The assigned rep can review the quote, prepare pricing, and send the next offer. Use Needs a reply to find requests waiting on the team and With buyers to see offers under buyer review.

Admins can use Operations to troubleshoot stuck work and Privacy to handle customer data requests.

To prepare the next proposal, follow Prepare, send, and revise an offer.