--- title: Create Quotes in WizOrder description: Create and manage quotes in WizOrder—build proposals from your cart, save drafts, and convert approved quotes to orders without re-entering. --- [Skip to content](https://knowledge.wizcommerce.com/create-quotes-in-wizorder#main-content) [![Asset 9](https://knowledge.wizcommerce.com/hs-fs/hubfs/Asset%209.png?width=223&height=30&name=Asset%209.png)](https://wizcommerce.com/) Open main navigation Close main navigation - [Contact us](https://mail.google.com/mail/?view=cm&fs=1&to=help@wizcommerce.com) [Contact us](https://mail.google.com/mail/?view=cm&fs=1&to=help@wizcommerce.com) Hi, how can we help? - There are no suggestions because the search field is empty. 1. [WizCommerce Help Centre](https://knowledge.wizcommerce.com/) 2. [Product Selection & Ordering](https://knowledge.wizcommerce.com/product-selection-ordering) 3. [Quotes](https://knowledge.wizcommerce.com/product-selection-ordering#quotes) October 7, 2026 # Create Quotes in WizOrder Quotes let you present a formal pricing proposal to a buyer before committing to an order. Use them when a buyer needs time to review, requires internal approval, or when the deal involves negotiation. Once approved, a quote converts to a confirmed order in one click, no re-entry needed. **Platform:** WizOrder     |     **Who is this for:** Sales Reps & Admins **To Get There:** *Sales **\>**Quotes **\>** Create Quote* --- #### Table of Contents | **Sections** | **Topics** | | --- | --- | | **A** | [Create a Quote](https://knowledge.wizcommerce.com/create-quotes-in-wizorder#section_a) | | **B** | [When to Use a Quote vs. a Direct Order](https://knowledge.wizcommerce.com/create-quotes-in-wizorder#SECTIOn-b) | | **C** | [Understand the Difference: Open Cart, Draft Quote, and Draft Order](https://knowledge.wizcommerce.com/create-quotes-in-wizorder#section_c) | | **D** | [Save a Quote for Later](https://knowledge.wizcommerce.com/create-quotes-in-wizorder#section_d) | | **E** | [Convert a Quote to an Order](https://knowledge.wizcommerce.com/create-quotes-in-wizorder#section_e) | | **F** | [FAQs](https://knowledge.wizcommerce.com/create-quotes-in-wizorder#section_faq) | --- #### Before You Begin - You must have access to *WizOrder***,** on the mobile app or the web portal - The customer you are creating the quote for must already exist in *WizOrder*, have their name or account number ready - Customer-specific pricing, payment terms, billing address, and shipping address load automatically once you select the customer. - Creating a quote does NOT reserve inventory or decrease SKU's available quantity. Inventory is only affected when an order is confirmed and synced to your ERP. --- ### A. Create a Quote Creating a quote follows the same flow as building an order. You start by adding products to your cart. ##### **» Select the Customer** Tap the customer selector at the top of the screen, search by name or account number, and select the customer. Their price list, payment terms, billing address, and shipping address load automatically. ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-53-08-3267-PM.png?width=670&height=937&name=image-png-Apr-07-2026-10-53-08-3267-PM.png) ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-53-27-2090-PM.png?width=670&height=937&name=image-png-Apr-07-2026-10-53-27-2090-PM.png) ##### **» Add Products to Your Cart** With the customer selected, add products to your cart. - From the **Product Listing Page (PLP):** Browse, search, or filter by category or collection. Click ***Add to Cart,*** then set the quantity using the ***+*** icon. ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-53-54-7848-PM.png?width=670&height=943&name=image-png-Apr-07-2026-10-53-54-7848-PM.png) - From the **Product Detail Page (PDP): O**pen a product, select variants if applicable, click ***Add to Cart***, and adjust the quantity. ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-54-34-7196-PM.png?width=670&height=1071&name=image-png-Apr-07-2026-10-54-34-7196-PM.png) ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-54-47-5692-PM.png?width=670&height=937&name=image-png-Apr-07-2026-10-54-47-5692-PM.png) Please continue adding products until the cart shows everything the buyer needs. ##### **» Review Your Cart** Before creating the quote, verify the following: - Product names, SKUs, quantities, and pricing are correct - Customer-specific pricing has been applied - Line-item discounts have been applied where needed - Line-item notes have been added for any special instructions - Line totals and order total look correct ##### **» Click Create Quote ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-55-20-3924-PM.png?width=670&height=1450&name=image-png-Apr-07-2026-10-55-20-3924-PM.png)** ##### **» Fill in Quote Details** On the draft quote page, fill in the following before submitting: ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-55-56-4805-PM.png?width=670&height=1171&name=image-png-Apr-07-2026-10-55-56-4805-PM.png) | Field | Description | | --- | --- | | Order Tag | Optional label to categorize the quote:  Open, Closed, or Pending | | Cart | Could you show the products added? Click **Edit** to go back and modify the cart | | Customer Details | Buyer's contact information | | Billing Address | Where the invoice gets sent | | Shipping Address | Where the order will be delivered | | PO Number | Buyer's purchase order reference, if provided | | Shipping Method | Carrier selection | | Notes | Order-level instructions or internal comments | | Order Summary | Breakdown of cart total, shipping, tax, and discount | Note: To include Notes in the quote PDF sent by email, tick the Share note checkbox next to it. → See [**Why are my notes not showing on the order or quote PDF?**](https://knowledge.wizcommerce.com/why-are-my-notes-not-showing-on-the-order-or-quote-pdf) ##### **» Submit the Quote** Click ***Submit Quote**.* You can send the quote directly to your customer by entering their email address. The quote will appear in the ***Quotes** page* under the Sales page. **Note:** - WizOrder and WizShop forms save your entries automatically, just fill in the fields and move on; no manual saving needed. - You can search for SKUs inside your draft quote page.  ![quote](https://knowledge.wizcommerce.com/hs-fs/hubfs/quote.png?width=670&height=911&name=quote.png) --- ### B. When to Use a Quote vs. a Direct Order Use this as a quick guide when deciding whether to create a quote or go straight to an order. ##### Use a quote when: - The buyer needs time to review pricing with their team or manager - The buyer's company requires internal sign-off above a certain order value - You are presenting a pricing proposal during a meeting or call - The deal involves negotiation,  quantities, products, or pricing that may change - The buyer is still finalizing their product mix or quantities ##### Skip the quote and go straight to an order when: - The buyer is ready to purchase immediately, common at trade shows - It is a repeat order from an established customer - The buyer has already approved the pricing --- ### C. Understand the Difference: Open Cart, Draft Quote, and Draft Order These three terms describe different stages in the sales process. Knowing the difference helps you pick the right step for where you are in the conversation with a buyer. | | Open Cart | Draft Quote | Draft Order | | --- | --- | --- | --- | | What it is | Products added, but nothing submitted | Quote saved without submitting | Order saved but not confirmed | | Where it lives | Cart tray | Quotes tab | Order tab | | Editable | Yes | Yes | Yes | | Synced to ERP | No | No | No | | Created by | Rep adding products | Rep clicking Save for Later on the quote | Rep, AI Order Entry, or buyer abandoning WizShop checkout | --- ### D. Save for Later If you need to step away while building a quote or order, you have two options: - **Keep the cart open:** Your cart stays in the cart tray. Switch between multiple carts using the cart dropdown. - **Save as Draft:** Click ***Save as Draft*** to save everything to the Drafts tab. Useful when you want the work visible to your team or when you want to clear your cart tray. Neither option creates a confirmed order or syncs anything to your ERP. Your work is preserved until you are ready. --- ### E. How to Convert a Quote to an Order **When the buyer gives the go-ahead:** 1. Go to the***Sales** page* and open the ***Quotes*** tab. Search by customer name or quote number, or use filters to find the quote. **![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-59-50-3135-PM.png?width=670&height=925&name=image-png-Apr-07-2026-10-59-50-3135-PM.png)** 2. Review the details,  products, quantities, pricing, and terms. Click ***Edit Quote*** if any last-minute changes are needed. ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-11-00-12-3580-PM.png?width=670&height=937&name=image-png-Apr-07-2026-11-00-12-3580-PM.png) 3. Click ***Convert to Order***. Review the order draft***, then click Submit Order***. ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-11-00-36-2997-PM.png?width=670&height=937&name=image-png-Apr-07-2026-11-00-36-2997-PM.png) ###### **Once Submitted:** - All products, quantities, pricing, discounts, and customer details transfer automatically; nothing needs to be re-entered. - The quote status updates to **Converted to Order.** - A new confirmed order appears in the **Orders** tab with a unique Order ID. - The order syncs to your ERP for fulfillment and invoicing. - An order confirmation email is sent to the customer. - The original quote and the new order remain linked; you can always trace an order back to the quote it came from. **Note:** Once a quote is submitted, you will see the "**Convert to Order"** option. Clicking it will change the quote status to "**Order in Progress"**. Once the order is submitted, the status updates to "**Converted to Order"**. --- #### FAQs **1. Can I create a quote without converting it to an order?** **A.** Yes. A quote can remain in ***Submitted*** status indefinitely. It only converts to an order when you click ***Convert to Order***. There is no expiry on quotes unless your administrator has configured one. **2. What happens to the cart after I create a quote?** **A.** Once you click ***Create Quote***, the cart converts to a quote and is no longer active in your cart tray. If you need to build a new cart for the same customer, start a fresh one from the product list or customer profile. **3. Can I send the quote to the buyer from within WizOrder?** **A.** Yes. At the point of submitting the quote, you can enter the buyer's email address and send the quote directly. 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