Create a quote from the admin
Requires PRO plan
With the Pro plan, merchants are able to create quotes from scratch directly in the app and then email them to the customer when they are ready.
1. Navigate to the Quotes page
2. Press New Quote
3. Select a Shopify customer (optional), enter the customer's name, email, phone, and custom form fields.
4. Press Save
Use the Select Shopify Customer option to search for an existing customer in your shop. Selecting an existing customer will prefill the name, email, and phone fields.
If you have a Shipping Address Custom field, you will also have the option of selecting one of the customer's existing addresses to pre-fill the Shipping Address.
