Creating and managing quotes

You can use custom fields on quotes in the same way that you can for orders. Custom fields can therefore be used to add any additional information or settings to a quote.

When creating or editing a quote, use the Custom fields section to add custom field data to the quote.

Custom field data can be used in the Quote created email and on the invoice PDF for quotes using the form order.custom_fields.X where X is the name of the custom field.

Quotes that have been sent to customers cannot be edited, but if you've created a quote as a draft and want to make changes to the quote before sending it to the customer, you can do so by editing the quote.

1. Navigate to Orders > Quotes
2. Locate the quote you want to edit
3. Select the edit option
4. Apply the changes you want to make
5. If you're ready to send the quote to the customer, use the Order summary section to change the Quote status to ready to send

To manage quotes that you have created, navigate to Orders > Quotes.

All existing quotes are displayed in a table:

• Select the mark as paid option if you have received payment for the quote away from your website (or if the customer did pay but there was a payment gateway error when payment was made)
• Select the manage option to view the quote
• Select the copy option to copy the quote either to send to a new customer or to use as a base for a new quote for the same customer
• Quotes can have a state of either active or inactive
• To change a quote's status, select the checkbox in the state column (labelled archive)
• Use the active and archived filter on the page to view either only active or only inactive quotes

If you need to resend a quote email to a customer:

1. Select to manage the quote
2. Locate the menu option
3. Select resend quote

You can edit the customer details for a quote in the same way that you can for orders. However, once a quote has been sent to a customer, you cannot edit the products in the quote or the delivery rate.

You can generate, view, and download an invoice PDF for a quote by navigating to the quote and selecting the print pdf option.

If you are using the quotes feature frequently, you may want to create a separate invoice PDF theme to use for quotes.

You can do this by creating a new invoice PDF theme in your ShopWired account and making your adjustments to that theme. Make sure that you select the designate this theme as an additional PDF template option when customising the PDF theme, and it will then be available for you to use/print when managing the quote.

When a new quote is created and sent to a customer, ShopWired will use the Quote created email to generate the contents of the email that is sent.

When quotes are paid, the normal Order confirmation email is not sent. Instead, when a customer pays for a quote through your website (or you mark the quote as paid), ShopWired will use the Quote paid email to generate the contents of the email that is sent.

These emails can be customised by navigating to Settings > Emails and following the instructions for customising emails.

Quotes use the Twig order object to generate information about the quote (for example, details of the customer, the products in the quote, the selected delivery date).

The variable order.pay_quote_url is used to return the link that allows the customer to complete payment for the quote.

When a customer completes payment for a quote through your website:

• The quote will transition to an order (which can be viewed and managed in the same way as other orders)
• The customer will be sent the quote paid email
• You will be sent a copy of the quote paid email
• Any custom field data attached to the quote will be migrated across to the paid order
• Any admin comments made on the quote will be migrated across to the paid order

Quotes that have been sent to a customer can be displayed within customer accounts on your website:

• The quote must have been sent to the customer (draft quotes cannot be displayed)
• The quote must be attached to a registered customer account
• Quotes that have been paid for are already returned on the order pages within customer accounts

ShopWired themes do not have the functionality to display quotes built-in. Instead, code needs to be added to your theme files to display them. For assistance with making changes to your theme to display quotes, contact theme support.

Quotes are part of the customer object:

Returns an array of quotes assigned to the customer. Use the same variables as the order object.

Returns the link that allows payment for the quote.

On the quote created email and invoice PDF themes, quotes use the order object to return information about the quote. Some specific variables for quotes are described below.

Will return the link that allows the customer to complete payment for the quote.

Will return true for quotes.

Quotes do not possess all of the same attributes as orders. The variables order.url, order.reference, order.date, order.payment_method, order.status (amongst others) will not return any data.