{"id":224,"date":"2017-01-03T10:37:34","date_gmt":"2017-01-03T10:37:34","guid":{"rendered":"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/?p=224"},"modified":"2023-07-26T12:04:37","modified_gmt":"2023-07-26T12:04:37","slug":"create-quote-backend","status":"publish","type":"post","link":"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/premium-version-settings\/create-quote-backend\/","title":{"rendered":"Create a quote from backend"},"content":{"rendered":"\n<p>An admin can also create a new quote, without having to receive a request from his user first.<\/p>\n\n\n\n<p>In order to do so, go to WooCommerce &gt; <b>Orders<\/b> and click on &#8220;<b>Add a new quote&#8221;<\/b>.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/add-new-quote-1.png\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"527\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/add-new-quote-1.png\" alt=\"add new quote\" class=\"wp-image-1578\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/add-new-quote-1.png 997w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/add-new-quote-1-300x159.png 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/add-new-quote-1-768x406.png 768w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/a><\/figure>\n\n\n\n<p>Choose a customer from registered users in the shop or leave guest if the user will register later.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/logged-customer-or-guest.png\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"903\" height=\"636\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/logged-customer-or-guest.png\" alt=\"logged customer or guest\" class=\"wp-image-1579\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/logged-customer-or-guest.png 903w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/logged-customer-or-guest-300x211.png 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/logged-customer-or-guest-768x541.png 768w\" sizes=\"auto, (max-width: 903px) 100vw, 903px\" \/><\/a><\/figure>\n\n\n\n<p>In order to add one or more products to the quote, click on <b>Add Item(s)<\/b>&nbsp;and then on <b>Add Product(s)<\/b>.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/add-items-1.png\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"908\" height=\"407\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/add-items-1.png\" alt=\"add items\" class=\"wp-image-1241\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/add-items-1.png 908w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/add-items-1-300x134.png 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/add-items-1-768x344.png 768w\" sizes=\"auto, (max-width: 908px) 100vw, 908px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/add-products-1.png\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"775\" height=\"448\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/add-products-1.png\" alt=\"add products\" class=\"wp-image-1240\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/add-products-1.png 775w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/add-products-1-300x173.png 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/add-products-1-768x444.png 768w\" sizes=\"auto, (max-width: 775px) 100vw, 775px\" \/><\/a><\/figure>\n\n\n\n<p>By clicking on &#8216;<strong>Add<\/strong>&#8216; the products will automatically be saved in the quote list.<\/p>\n\n\n\n<p>If you want to edit the quantity or price of the added products, click on the &#8216;<strong>pencil<\/strong>&#8216; symbol which appears when you hover over the product.<\/p>\n\n\n\n<div class=\"row\">\n<figure><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/edit-product-in-quote-1.png\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1483 size-full\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/edit-product-in-quote-1.png\" alt=\"edit product in quote (1)\" width=\"1014\" height=\"331\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/edit-product-in-quote-1.png 1014w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/edit-product-in-quote-1-300x98.png 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/edit-product-in-quote-1-768x251.png 768w\" sizes=\"auto, (max-width: 1014px) 100vw, 1014px\" \/><\/a><\/figure><div class=\"col-sm-6\"><\/div>\n<div class=\"col-sm-6\">&nbsp;<\/div>\n<div class=\"col-sm-6\">&nbsp;<\/div>\n<\/div>\n\n\n\n<p>After editing the product prices\/quantity, don&#8217;t forget to&nbsp;<strong>&#8216;Save&#8217;&nbsp;<\/strong>the list.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/Save-changes-products.png\" data-rel=\"lightbox-image-5\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1015\" height=\"517\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote-new-new\/wp-content\/uploads\/sites\/259\/2017\/01\/Save-changes-products.png\" alt=\"Save changes products\" class=\"wp-image-1586\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/Save-changes-products.png 1015w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/Save-changes-products-300x153.png 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2017\/01\/Save-changes-products-768x391.png 768w\" sizes=\"auto, (max-width: 1015px) 100vw, 1015px\" \/><\/a><\/figure>\n\n\n\n<p>Enter all the information that can be useful for the quote request and, fill in the required <strong>N<\/strong><b>ame<\/b> and <b>Email<\/b> fields.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/57.customer-request.jpg\" data-rel=\"lightbox-image-6\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1238\" height=\"726\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/57.customer-request.jpg\" alt=\"Customer's request\" class=\"wp-image-2457\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/57.customer-request.jpg 1238w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/57.customer-request-300x176.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/57.customer-request-1024x601.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/57.customer-request-768x450.jpg 768w\" sizes=\"auto, (max-width: 1238px) 100vw, 1238px\" \/><\/a><\/figure>\n\n\n\n<p><em>It is necessary to fill this section and save the order. If you don&#8217;t do this the button &#8220;send quote&#8221; will not be visible.<\/em><\/p>\n\n\n\n<p>Wondering about the end result? Scroll down to &#8220;<strong>Check quote before sending&#8221;&nbsp;<\/strong>to send out a test email and preview the pdf.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/60.check-quote-before-sending.jpg\" data-rel=\"lightbox-image-7\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1900\" height=\"567\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/60.check-quote-before-sending.jpg\" alt=\"Check quote before sending\" class=\"wp-image-2460\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/60.check-quote-before-sending.jpg 1900w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/60.check-quote-before-sending-300x90.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/60.check-quote-before-sending-1024x306.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/60.check-quote-before-sending-768x229.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/wp-content\/uploads\/sites\/259\/2023\/07\/60.check-quote-before-sending-1536x458.jpg 1536w\" sizes=\"auto, (max-width: 1900px) 100vw, 1900px\" \/><\/a><\/figure>\n\n\n\n<p>All set and done? Click on the <b>Send Quote<\/b>&nbsp;button to send the quote.<\/p>\n\n\n\n<p><b>PLEASE NOTE<\/b>: the <b>PDF<\/b> document is only attached to the quote if the PDF management option has been previously enabled in the plugin settings panel.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>An admin can also create a new quote, without having to receive a request from his user first. In order to do so, go to WooCommerce &gt; Orders and click on &#8220;Add a new quote&#8221;. Choose a customer from registered users in the shop or leave guest if the user will register later. In order &hellip; <a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/premium-version-settings\/create-quote-backend\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Create a quote from backend<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27,26,8],"tags":[],"class_list":["post-224","post","type-post","status-publish","format-standard","hentry","category-admin-side","category-new-quote-request","category-premium-version-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>YITH Request a Quote: Create a quote from backend<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-request-a-quote\/premium-version-settings\/create-quote-backend\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"YITH Request a Quote: Create a quote from backend\" \/>\n<meta property=\"og:description\" content=\"An admin can also create a new quote, without having to receive a request from his user first. In order to do so, go to WooCommerce &gt; Orders and click on &#8220;Add a new quote&#8221;. Choose a customer from registered users in the shop or leave guest if the user will register later. 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