View Product Page

Quote requests

In YITH > Request a Quote > Quote Requests, you can see an overview of all quote requests.

Quote requests tab

Here, you will see all the quote requests received. Requests will be also visible on WooCommerce > Orders page in dedicated tabs as shown below.

You can quickly see the status of each quote:

  • New quote request
  • Pending quote
  • Expired quote
  • Accepted quote
  • Rejected quote

When clicking on any quote and/or the “+ Add quote” button, you will be redirected to the specific quote detail page.

Export CSV quote

It is possible to export the complete list of requests, in a CSV file. Simply by clicking on the “Export CSV” button. The file shows data like quote ID, quote number, expiration date, customer details, shipping and billing address, etc.

Export quote requests in CSV

Quote actions

You can edit each individual quote or change its status by hovering the mouse over the quote request and using the quote actions options.

Quote actions

Bulk actions

Quote bulk actions

Through the bulk actions, you can easily change the status of the quote requests you have received. You can also filter by date, status, and customers via the related options.