Manage quotation requests

Open the list of received Messages to see the most recent quotation requests from your web site.

The speech bubble, on the top menu, notify if you have any new messages.

You can apply a filter to see the full list of quotation requests received.

To set up a link on your website follow this guide.

Click on a row to open the request's details.

Click on Quote to transform the request to a Quotation, then make a price and send the document to the customer.

If there is no customer registered with that email at the time of the the request, a new one will automatically be created. In any case, you can select any customer in your records.

If, on the other hand, you wish to ignore this request, you simply have to close the request by clicking Close quotation from the menu.

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Sengerio SUPPORT | 2021