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How to update the draft quote?

To update a draft quote with missing products, fetch the latest cart into the quote. This typically happens when products were added to the cart after the quote was already created, so the quote only reflects what was in the cart at that time. Follow the steps below to sync it.


» To update the draft quote:

  1. Go to Sales → Quotes.

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  2. Open the existing Draft Quote.

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  3. Click Edit under the Cart Summary.

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  4. When you see the Found existing cart message, click Fetch updated to pull in the latest cart.

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  5. The cart with all the products will open.

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  6. Click Update quote to save the changes.

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  7. Once updated, the quote will reflect every product currently in the cart.

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  8. Click Save for Later if you want to save the quote or click Submit Quote if you want to submit it.

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Still need help? Reach out to our support team at help@wizcommerce.com.