Handling Quote Requests
Quote requests are incoming pricing inquiries from customers or marketplace buyers. WareSquared helps you prepare and send professional quotes quickly.
Viewing Quote Requests
Go to Quote Requests in the main navigation to see all incoming requests sorted by date. Each request shows the customer, requested products, and status.
Quote Request Workflow
| Status | Description |
|---|---|
| Pending | New request awaiting your response |
| Quoted | You've prepared and sent a quote |
| Accepted | Customer accepted — ready to convert to order |
| Declined | Customer declined the quote |
Preparing a Quote
- Open a pending quote request
- Review the requested items and quantities
- Set pricing for each line item (the system auto-suggests from your price tiers)
- Add shipping estimates — WareSquared auto-estimates packaging dimensions
- Click Send Quote to email the quote to the customer
Converting to an Order
When a customer accepts a quote, click Convert to Order to create a sales order pre-populated with the quoted items and pricing.
Tip: Respond to quote requests within 24 hours for the best conversion rates. The faster you respond, the more likely the customer is to buy.
See also: Creating Orders, Setting Up Your Marketplace