Manually Create a Quote

The “Create Quote” page allows your users to create new quotes manually. Whenever you get new quotes via email, phone, walk-ins, etc, you can enter them to be managed from within the system and keep track of them as you would with a quote that comes in via API/Widgets/Chatbots.



All you need to do is click the “Create Quote” (#1) button in the left menu and start entering the quote details (#2). Selecting the template will pre-populate the quote’s intro and ending text automatically. Once you save it, you’ll be taken to the next step where you can add items to the quote, preview it and send it out.