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Creating a Quote through Catalog

A new and easy way of getting a Quote sent out right from your Catalog.

Doug Heckmann avatar
Written by Doug Heckmann
Updated over a year ago

Instead of needing to go to left menu button > Accounts > picking the Retailer and the Category the Quote is for, and then clicking on the “Quotes” tab on the top, you can create a Quote with a few simple clicks right in the Product Catalog.

To do this:

  • Go to left menu button > Catalog

  • Search, filter, and choose the products you wish to Quote.

  • Then click the "Sell" button located at the top right of the page, then "Create Quote".

  • Define the Customer, Freight Terms, and a Quote Name, and then click "Create Quote" in the pop-up that has appeared.

  • This will then take you to draft Quote page where you can define additional details regarding price, quantity, and cases.

  • Then click "Send Quote" and your customer will receive the Quote on their end. If your Customer is "Unlinked", the pop-up will ask you for the email addresses to send the Quote to, and once you click "Send Quote" those Customers will receive the notification through their email.

  • For further details about creating Quotes through your Customer's Quotes tab click here.

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