--- title: Publish a Quote and Create an Order  description: Publish a quote from WizOrder to WizShop buyers, who can view, edit, and convert it into an order with pricing and quantities carried over automatically. --- [Skip to content](https://knowledge.wizcommerce.com/publish-a-quote-and-create-an-order-#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 # 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. **Platform:** WizOrder      |      **Who is this for:** Sales Reps & Buyers **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***. ![1-Aug-07-2026-01-06-15-3325-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/1-Aug-07-2026-01-06-15-3325-PM.png?width=670&height=379&name=1-Aug-07-2026-01-06-15-3325-PM.png) 2. Open the **quote** you want to share. ![2-Aug-07-2026-01-06-15-2483-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/2-Aug-07-2026-01-06-15-2483-PM.png?width=670&height=380&name=2-Aug-07-2026-01-06-15-2483-PM.png) 3. Click the **three-dot menu** on the quote and select ***Publish to Website Users***. ![4-Aug-07-2026-01-06-15-2444-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/4-Aug-07-2026-01-06-15-2444-PM.png?width=670&height=379&name=4-Aug-07-2026-01-06-15-2444-PM.png) 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. ![5-Aug-07-2026-01-06-15-2850-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/5-Aug-07-2026-01-06-15-2850-PM.png?width=670&height=379&name=5-Aug-07-2026-01-06-15-2850-PM.png) 6. Click ***Edit*** if you want to customize the email content. ![6-Aug-07-2026-01-06-15-0932-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/6-Aug-07-2026-01-06-15-0932-PM.png?width=670&height=379&name=6-Aug-07-2026-01-06-15-0932-PM.png) 7. Make the required changes and click ***Save***. ![7-Aug-07-2026-01-06-15-1014-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/7-Aug-07-2026-01-06-15-1014-PM.png?width=670&height=378&name=7-Aug-07-2026-01-06-15-1014-PM.png) 8. Then click ***Publish to Website Users*.** ![8-Aug-07-2026-01-06-14-7620-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/8-Aug-07-2026-01-06-14-7620-PM.png?width=670&height=379&name=8-Aug-07-2026-01-06-14-7620-PM.png) **Note:** Publishing to website users requires an active subscription for this feature. --- ### 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. ![9-Aug-07-2026-01-09-52-3489-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/9-Aug-07-2026-01-09-52-3489-PM.png?width=670&height=379&name=9-Aug-07-2026-01-09-52-3489-PM.png) 2. Find the quote. It appears in **Submitted** status. ![10-Aug-07-2026-01-09-52-3876-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/10-Aug-07-2026-01-09-52-3876-PM.png?width=670&height=379&name=10-Aug-07-2026-01-09-52-3876-PM.png) 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 ![11-Aug-07-2026-01-09-52-4692-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/11-Aug-07-2026-01-09-52-4692-PM.png?width=670&height=379&name=11-Aug-07-2026-01-09-52-4692-PM.png) 4. Click ***Edit Quote*** to make changes to the quote before placing the order. ![12-Aug-07-2026-01-09-52-4249-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/12-Aug-07-2026-01-09-52-4249-PM.png?width=670&height=379&name=12-Aug-07-2026-01-09-52-4249-PM.png) 5. Make the required changes and click ***Proceed to Checkout**.* ![13-Aug-07-2026-01-09-52-4566-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/13-Aug-07-2026-01-09-52-4566-PM.png?width=670&height=379&name=13-Aug-07-2026-01-09-52-4566-PM.png) 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. ![14-Aug-07-2026-01-09-52-8087-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/14-Aug-07-2026-01-09-52-8087-PM.png?width=670&height=378&name=14-Aug-07-2026-01-09-52-8087-PM.png) 7. Click ***Save and Proceed*** to enter the order flow for this quote. The quote status updates to **Order in Progress**. ![21-Aug-07-2026-02-03-36-7570-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/21-Aug-07-2026-02-03-36-7570-PM.png?width=670&height=378&name=21-Aug-07-2026-02-03-36-7570-PM.png) 8. Make the required changes and click ***Continue*** before placing the order. ![15-Aug-07-2026-01-09-52-4438-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/15-Aug-07-2026-01-09-52-4438-PM.png?width=670&height=379&name=15-Aug-07-2026-01-09-52-4438-PM.png) 9. Then click ***Place Order***.  ![16-Aug-07-2026-01-09-52-0300-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/16-Aug-07-2026-01-09-52-0300-PM.png?width=670&height=379&name=16-Aug-07-2026-01-09-52-0300-PM.png) 10. Or open the quote and click ***Place Order*** if no changes are needed. ![17-Aug-07-2026-02-06-01-3265-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/17-Aug-07-2026-02-06-01-3265-PM.png?width=670&height=379&name=17-Aug-07-2026-02-06-01-3265-PM.png) 11. A confirmation message will appear once the order is submitted successfully. ![18-Aug-07-2026-02-06-01-4894-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/18-Aug-07-2026-02-06-01-4894-PM.png?width=670&height=380&name=18-Aug-07-2026-02-06-01-4894-PM.png) --- ### 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. ![20-Aug-07-2026-02-06-01-5042-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/20-Aug-07-2026-02-06-01-5042-PM.png?width=670&height=379&name=20-Aug-07-2026-02-06-01-5042-PM.png) 2. On the quote page, you can verify the status of the quote or order to confirm it was successfully converted.  - **WizOrder:** ![b-4](https://knowledge.wizcommerce.com/hs-fs/hubfs/b-4.png?width=670&height=380&name=b-4.png) - **WizShop:** ![c-2](https://knowledge.wizcommerce.com/hs-fs/hubfs/c-2.png?width=670&height=380&name=c-2.png) --- ### E. Quick Reference A quick summary of who does what and where, from publishing the quote to converting it into an order. | **Task** | **Where** | **Who** | | --- | --- | --- | | Publish a quote to website users | WizOrder → Quote → Three-dot menu | Sales Rep | | Preview quote/email before sending | Publish to Website Users side drawer | Sales Rep | | View a published quote | WizShop → Quotes | Buyer | | Edit a published quote | WizShop → Quotes → Edit | Buyer | | Convert quote to order | WizShop → Quotes → Place as Order / Proceed to Checkout | Buyer | | Check quote/order status | WizOrder (refresh) or quote page's linked quote/order | Sales Rep & Buyer | --- #### 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. 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