Once a quote is submitted, you can track its status, review its details, edit it, and convert it to an order. All of these actions are available from the Quotes page in the Sales Rep App (WizOrder). This article covers everything you need to manage quotes after they have been created.
Platform: WizOrder | Who is this for: Sales Reps & Admins
To Get There: Sales > Quotes
Table of Contents
Before You Begin
- You must have access to WizOrder, on the mobile app or the web portal
- To convert a quote to an order, the quote must be in Submitted status
- To edit a quote, it must not yet have been converted to an order, once converted, it is locked
A. Understand Quote Statuses
Every quote has a status that tells you where it is in the sales process.
| Status | What It Means |
|---|---|
| Submitted | The quote has been created and is available for the buyer to review. This is the starting status for every new quote. |
| Draft | Saved but not yet submitted. No notification is sent to the buyer until the quote is submitted. |
| Converted to Order | The buyer approved the quote, and it has been converted to a confirmed order and synced to your ERP. |
B. View a Quote Summary
Click any submitted quote in the Quotes page to open its summary. The summary page gives you a complete picture of the quote in one place.
The summary page shows a complete picture of the quote in one place:
| Number | Section | What It Shows |
|---|---|---|
| 1 | Print, Download, Notifications | Print the quote, download as PDF or Excel, or view notifications related to this quote |
| 2 | Order Tag | Optional label to categorize the quote: Open, Pending, or Closed. Click + Tag to add or update |
| 3 | Customer Details | Contact information, billing address, and shipping address pulled from the customer profile |
| 4 | Price List | The price list applied to this quote |
| 5 | Products | Line item breakdown showing SKU, product name, image, price, quantity, and line total |
| 6 | Order Total | Cart total and final quote total, including taxes and shipping where applicable |
| 7 | Order Details | PO number associated with the quote, if provided |
| 8 | Shipping Method | The carrier selected for this quote |
| 9 | Three-dot menu | Additional actions, download, email to customer, or cancel the quote |
| 10 | Edit Quote | Opens the quote for editing. Available until the quote is converted to an order |
| 11 | Convert to Order | Converts the approved quote into a confirmed order with all details carried across automatically |
Actions available from the summary page:
- Download PDF: Generate a clean, printable version to share with the buyer
- Email to Customer: Send the quote directly to the buyer's email address from within WizCommerce
- Edit: Add or remove products, adjust quantities, update pricing, and terms
- Convert to Order: Convert to a confirmed order with one click when the buyer approves
C. View Quotes From a Customer Profile
When you need to reference a customer's pending quotes quickly, you can access them directly from their profile without searching the full quotes list.
- Go to the Customers tab and open the customer's profile.
- Scroll to the Recent Transactions section.
Each entry shows the type, reference ID, date, total, and status — so you can quickly see which quotes are still open and which have been converted.
D. View Quote History
The Quotes page contains all quotes created in WizOrder and is available in both the mobile app and the web portal. The columns visible differ slightly between the two.
On the Mobile App, each quote shows:
- Type and Reference ID
- Quote status
- Customer name
- Total order value
- Created On and Updated On dates
On the Web Portal, the Quotes table gives a broader view with additional columns:
- Type, Status, Customer ID, Customer Name
- Created By, PO Number, Order Value
- Updated On, Price List
On the web portal, you can sort by any column, apply filters across the full list, and save the filtered list for later.
E. Filter, Sort, and Save Your Quotes View
Use filters and sorting to narrow down your quotes list. On the web portal, you can also save filter selections as a custom view for reuse.
Filters
Available filters are based on the columns in the Quotes table and include date range, customer, sales rep, status, and region or territory. Since the mobile app and web portal use different column layouts, available filters differ accordingly.
- On the Mobile App:
- On the Web Portal:
Sort
- On the mobile app: use the dedicated Sort button.
- On the web portal: click the arrows in any column header to sort.
Save a Custom View (Web Portal Only)
- Click the + icon and name your view. For example, "Draft Quotes."
- Click the filter icon and select Add Filters. Choose your criteria, such as status, customer, or date range, and click Apply to narrow down the list.
- Apply the filters and click Save.
Tip: From the dropdown in the view header, you can delete, duplicate, edit, rename, or set any custom view as your default. Start your day by filtering to Submitted quotes from the last 30 days assigned to you, this becomes your daily follow-up list.
F. Edit a Quote After Submission
A quote can be updated at any point before it is converted to an order. You can edit a quote at any point before it is converted to an order.
- Open the quote from the Quotes page or from the Sales tab.
- Click Edit Quote.
- Make your changes to your quote: add or remove products, adjust quantities, update pricing, or change payment terms, PO number, or notes.
- Save your changes. The quote updates and remains in its current status.
Note: A quote can be edited as many times as needed. It only locks when you click Convert to Order.
FAQs
1. Can I edit a quote after it has been converted to an order?
A. No. Once a quote is converted to an order, it is locked and cannot be edited from the Quotes page. To make changes, you will need to edit the order directly from the Orders page — subject to the permissions your administrator has set.
2. What happens to the quote once I convert it to an order?
A. The quote status changes to Converted to Order and all details, products, quantities, pricing, customer information, payment terms, and notes, transfer automatically to the new order. The original quote remains visible in the Quotes page for reference.
3. Can I cancel a quote I no longer need?
A. Yes. Open the quote, click the three-dot menu, and select Cancel. Cancelled quotes are no longer active but remain visible in your Quotes history.
Still need help? Reach out to our support team at help@wizcommerce.com.