Wix Price Quotes: Managing Your Price Quotes
View and manage all your price quotes from the dashboard or using the Wix app. You can resend a price quote, save it as a PDF file, convert it into an invoice, duplicate it and more.
Reviewing your price quotes
Review your price quotes to stay on top of each one you create. From your site's dashboard or the Wix app, you can check each quote's status, find specific quotes quickly, and see which ones need your attention.
To review your price quotes:
Dashboard
Go to Price Quotes in your site's dashboard.
In the Overview section, check the price quotes by their status: Sent, Accepted, Invoiced, Expired
Click the drop-down at the top right to change the date range.
Review your list of price quotes in the main section.
Click the Filter by drop-down to narrow down the list.
Use the Search bar to find a specific quote.
Note:
By default, the overview shows price quotes from the last 30 days.
Wix app
Go to your site in the Wix app.
Tap Manage
at the bottom.
Tap Price Quotes under Getting Paid.
Review the list of price quotes you've created.
Tap a price quote to view more details.
Filter or search to find the quote you need
Note:
Each price quote shows a status such as Draft, Sent, Accepted, Invoiced, or Expired. You may also see a 'Viewed' label when a customer has opened the quote.
Managing your price quotes
Manage your price quotes to keep your client communication organized and your sales process moving. You can quickly check each quote’s status, follow up on pending quotes, and convert accepted quotes into invoices. Actions depend on the quote's status.
To manage a price quote:
Dashboard
Go to Price Quotes in your site's dashboard.
Click the More Actions icon
next to the relevant quote.
Choose what you want to do:
Edit a quote
If your client has not accepted the quote yet, you can update the details. The link in the original email automatically opens the updated quote.
Select Edit from the dropdown.
Edit the relevant details.
Choose what you want to do:
Click Save to save your changes and return to the dashboard.
Click Preview & Share to send or print the quote.
Send or resend a quote
Select Share or Resend from the dropdown menu.
Print a quote
Select Print from the dropdown menu.
Download a quote as a PDF
Select Download PDF from the dropdown menu.
Duplicate a quote
Select Duplicate from the dropdown menu.
(Optional) Edit the quote's details.
Choose what you want to do:
Click Save as Draft to keep the quote for later.
Click Preview & Share to send the quote.
Mark a quote as accepted
Marking a quote as accepted lets you convert it into an invoice. To do this, select Mark as Accepted from the dropdown menu.
Convert a quote to an invoice
After a client accepts your price quote, you can convert it into an invoice and send it with all the information from the quote. To do this, select Convert to Invoice from the dropdown menu.
View the invoice associated with a quote
If the quote was already converted into an invoice, you can open that invoice from the same menu. To do this, select View Invoice from the dropdown menu.
Delete a quote
Select Delete from the dropdown menu.
Note: You cannot undo this action.
Wix app
Go to your site in the Wix app.
Tap Manage
at the bottom.
Tap Getting Paid and select Price Quotes.
Tap the relevant price quote.
Tap the More Actions icon
at the top.
Choose what you want to do:
Edit a quote
Tap Edit.
Edit the relevant information.
Tap Save.
Note: If you update your customer's email address, the result depends on the quote's status:
Sent price quotes return to Draft, and a new quote link is created. The original link no longer works.
Paid price quotes do not show the updated email on the paid quote. The change is only reflected in your Contact List.
Send a quote by email
Tap Send via email.
Review or edit the email content.
Tap Send.
Share a quote link
Tap Share via.
Choose where you want to share the link.
Note: If you create a link for a draft price quote, its status changes to Sent. This action cannot be undone.
Download a quote as a PDF
Tap Download PDF.
Duplicate a quote
Tap Duplicate.
(Optional) Make changes to the new draft price quote.
Tap Next.
Choose how you want to manage the duplicated quote.
Note: Following details update automatically in the duplicated quote:
Issue Date: The date you duplicated the quote.
Price Quote #: A new price quote number.
Convert a quote to an invoice
Tap Convert to invoice.
View the invoice associated with a quote
This option is available if the quote was already converted into an invoice. Tap View invoice.
Delete a quote
Tap Delete.
Note: You cannot recover a deleted price quote.