Publish a Quote and Create an Order 

Sales reps can publish a quote from WizOrder directly to WizShop buyers, who can then review, edit, and convert it into an order themselves; with pricing and quantities carrying over automatically.

To Get There: WizOrder → Quote → Publish to Website Users · WizShop → Quotes 

Before You Begin

• Publish to Website Users requires an active subscription. If you don't see this option in your three-dot menu, check with your Customer Success Manager.
• The customer must have at least one WizShop (website) user account linked to their profile to use this feature. 
• This is a separate channel from emailing a quote. You can still send quotes the traditional way — publishing to website users doesn't replace that option.

A. What Is Publish to Website Users?

When you are working on a quote in WizOrder, you have two ways to get it to your customer:

• Submit Quote: The traditional flow. Send the quote to the customer's email, adding or editing recipient addresses as needed. This marks the quote as Submitted.
• Publish to Website Users: Sends the quote directly into your customer's WizShop account, so their buyers can view, edit, and convert it into an order themselves, without any back-and-forth over email.

This gives buyers a self-serve way to act on a quote instead of waiting on a rep to manually re-enter it as an order.

B. Publish a Quote from WizOrder

1. Open WizOrder and go to Sales → Quotes.
   
   
2. Open the quote you want to share.
   
   
3. Click the three-dot menu on the quote and select Publish to Website Users.
   
   
4. A side drawer opens showing all WizShop users linked to this customer.
5. Select the user you want to send the quote to. Selecting a user shows a preview of the quote and email exactly as the buyer will see it.
   
   
6. Click Edit if you want to customize the email content.
   
   
7. Make the required changes and click Save.
   
   
8. Then click Publish to Website Users.
   
   

C. Quote-to-Order Conversion in WizShop

1. Open WizShop, go to the Quotes section. Refresh the page if you were already logged in when the quote was published.
   
   
2. Find the quote. It appears in Submitted status.
   
   
3. Open the Quote. From here you can:
   • Download: Saves a copy of the quote
   • Edit Quote: Opens the quote card to change products or quantities
   • Place as Order: Converts the quote into an order directly
     
     
4. Click Edit Quote to make changes to the quote before placing the order.
   
   
5. Make the required changes and click Proceed to Checkout.
   
   
6. You are prompted to save your current cart as a draft. Doing so saves your current cart as a draft and makes the edited quote your active cart.
   
   
7. Click Save and Proceed to enter the order flow for this quote. The quote status updates to Order in Progress.
   
   
8. Make the required changes and click Continue before placing the order.
   
   
9. Then click Place Order. 
   
   
10. Or open the quote and click Place Order if no changes are needed.
    
    
11. A confirmation message will appear once the order is submitted successfully.
    
    

D. Track Status across WizOrder & WizShop

1. Refresh WizOrder to see the quote status update to Order in Progress as soon as the buyer starts checkout, and see it reflect the final order once placed.
   
   
2. On the quote page, you can verify the status of the quote or order to confirm it was successfully converted. 
   • WizOrder:
     
     
   • WizShop:
     
     

E. Quick Reference 

A quick summary of who does what and where, from publishing the quote to converting it into an order.

FAQs

1. Do I still need to email the quote if I use Publish to Website Users?

A. No. Publish to Website Users is a separate channel. The quote is sent directly to the buyer's WizShop account. You can still use Submit Quote to email it if you prefer.

2. Can a buyer edit a published quote before converting it to an order?

A. Yes. Buyers can open the quote card in WizShop, add products, and adjust it before proceeding to checkout.

3. What happens to the original quote once it's converted to an order?

A. It stays linked to the resulting order. You can view both the linked quote and linked order from the quote page in WizOrder.

4. Is Publish to Website Users available on every plan?

A. No. It requires an active subscription for this feature. Contact your Customer Success Manager if the option isn't showing up.

5. What if the customer doesn't have any WizShop users linked to their account?

A. The customer needs at least one WizShop (website) user account already linked to their profile.