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Create your sales quote template

Website Builder includes a powerful quote system that is ideal to sell expensive or otherwise complex products that require a consultative approach. It is also very useful to further a sales call with an online quote to finalize a sales through online credit card processing.

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Your quote template is used both for the back-end dashboard area, accessible from STORE/go to dashboard menu, and by your website to display a quote on a private URL for your customers. From the dashboard area, you can create a quote from scratch or process a quote request coming from your web store (you can add the quote widget to the checkout page for multi-products quote request scenario or to your product landing pages for single product request scenario), while customers can view and finalize a purchase from their quote.

In addition to prospects information, and products selected from your catalog by the admin or customer themselves, your quote template can include any number of widgets.

A quote template is included into the theme skeleton.

Find out about Advanced Quote/Sales Proposal Feature that Supports Digital Signature, Partial Payments and Generates a PDF-document.

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