Advanced Features
Last updated
Last updated
Quotes can be automatically approved in 2 cases:
Go to Settings -> General -> Check the "Automatically approve quotes and create draft orders"
For this feature to work, you need the following conditions:
No hidden the price
Turn on the "Your price" feature
Set a discount percentage, the application will rely on this percentage and the customer's price to decide whether the quote will be automatically approved or not
[Required] Turn on the "Automatically approve quotes and create draft orders" feature
This feature is useful in the following cases:
Store admin wants after Quote is automatically approved, an email invoice will be automatically sent to the customer
Store admin wants after clicking the Convert to Draft Order button, an email invoice will be automatically sent to the customer
To enable this feature, go to Settings -> General -> then check the "Send email invoice automatically after draft order is created" option.
This is an advanced feature that helps store owner add shipping fee options to the quote form for customer to choose from.
To use this feature, go to Settings -> Shipping -> enable the feature and set shipping rate.
You can create new shipping rates or use shipping rates already set up from your store.
After setting the Shipping rate option, the form will display as image below:
You can set the number of days the quote will expire (the quote will be cancelled)
Go to Settings -> General
To set up reminder emails about expired quotes for customers, go to Settings -> Customer email notifications
