Wix Price Quotes: Creating a Price Quote
Provide professional quotes for your products or services, including charges, taxes, discounts, and important terms. To ensure seamless order management, you can choose to automatically generate invoices when price quotes are accepted. You can create price quotes from your site's dashboard or the Wix app.
To create a price quote:
Dashboard
Go to Price Quotes in your site's dashboard.
(1st time only) Set up your price quotes:
Click Create Price Quote.
Provide or confirm your basic business info if you were prompt to.
Tip: Enable the toggle to automatically convert price quotes into invoices.
Click Save & Continue.
Skip step 3 below and continue to step 4.
Click Create new at the top right.
Enter the Quote info for this price quote:
Title: Enter a title to clearly summarize the reason for payment.
Customer: Click the dropdown to select a contact from your contact list.
Expiration Date: Select the date this quote expires.
Payment Terms: Click the dropdown to select a payment term:
Due on Receipt: Payment is due when your customer receives the invoice.
Net 15/30/60: Payment is due 15, 30, or 60 days later.
Enter the Quote details (product/service details) for this invoice:
Enter a product or service: Click the dropdown and select the relevant product or service. Tip: Select + Add Line Item if you need to create a price quote for a new item. Then enter the details and click Save.
Enter a description: (Optional) Provide a description relating to the product/service.
Price: Enter the price per unit.
Quantity: Enter the quantity of the product or service.
Tax 1 / Tax 2: (Optional) Click the dropdown menus to apply one or two tax rates.
Note: Click + Add tax to create a new tax rate.
Discount: (Optional) Click +Add Discount and enter a figure to apply a percentage discount to the total amount.
(Optional) Enter the Additional info details such as Notes or Terms for this price quote.
Choose to save or send your price quote:
Save: Click Save as Draft at the top right to save the price quote to send at a later time.
Send: Click Preview & Share at the top right to first view a preview of your quote. Then click Send to review or edit the content of the email. Click Send again when you're ready.
Wix App
Go to your site in the Wix app.
Tap Manage
at the bottom.
Tap Getting Paid and select Price Quotes.
(1st time only) Set up your price quotes:
Tap Create Price Quote.
Provide or confirm your basic business info if you were prompt to.
Tip: Enable the toggle to automatically convert price quotes into invoices.
Tap Save & Continue.
Skip step 5 below and continue to step 6.
Tap + Create Price Quote at the bottom of the screen.
Tap + Choose a contact to select the recipient of your price quote.
Note: If the recipient isn't yet a contact, you can add them to your contact list.
Enter your price quote title, expiration date and default payment terms in the Quote Details section.
Tap + Add Items in the Product or Service section to select the relevant product or service. Note: You can add a new product or service if needed.
(Optional) Tap Add next to Discount to add a discount.
(Optional) Tap Edit next to Notes or Legal Terms to make updates.
Tap Next in the top right.
Choose what you want to do:
Send via email: Instantly send this price quote to your selected contact via email.
Share via: Share a link to this price quote via one of your device's native apps.
Download PDF: Download a PDF copy to your mobile device.
Preview: View a preview of the price quote your recipient will see.
Save and close: Save your price quote as a draft.
Tip:
If you have Wix Chat installed on your site, a chat box will appear on your quote. When your customer receives your quote, they can use the chat box to discuss projects and services, and negotiate with you in realtime. Learn more about Wix Chat.