Increase your revenue and improve productivity with our simple quote functionality. A quote is an agreement between you and your customer to provide a service or product at an agreed-upon price and within a specific time-frame. The quote shows a breakdown of the individual charges that are added together to create the total cost. You can create quotes and get paid by your customers instantly.
Step 1: First, you need to make the necessary changes to your Quote template and save it. In order to do that, click on the Apps section of your Shopify store. Click on Simple Invoice and click “Dashboard” from the upper left menu and click on “Customize Templates”.
Step 2: Select the “Quote” from the left menu and make the necessary changes to your template. After that click on the “Save” button from the upper right menu.
Step 3: You can customize the email template used for Quotes from the Settings page of Simple Invoice. Click on “Dashboard” from the upper left menu and click “Settings”.
Step 4: Navigate to the “Sending Options” and make the changes according to your requirements.
Step 5: Now you need to turn on the payment gateway of your choice on the same page. Scroll down and you’ll see the “Accept Payments” section.
You can use PayPal and Stripe at the same time or either one of them.
PayPal: If you don’t know to get your PayPal API credentials, this is how you should get API Signature and Certificate credentials for your PayPal account:
Log in to your PayPal Sandbox account, use your business profile data.
Click the “Settings” icon.
Click Account access under “Account & Security” on the left of the page.
In the “API access” section, click “Update”.
Click “Manage API credentials” under “NVP/SOAP API integration”.
Select one of the following options. Request API Signature – Select for API Signature authentication. Request API Certificate – Select for API Certificate authentication.
Click “Agree” and “Submit”.
Stripe: Users with Administrator permissions can access a Stripe account’s API keys by navigating to the Developers section of the Stripe dashboard and clicking on API Keys. You can find the detailed guide here: https://stripe.com/docs/keys
Step 6: After setting up your email settings and payment gateway settings, now you can create and send quotes from the Quotes section of your Simple Invoice. Click on the “Quotes” section from the top menu. On this page, you can create new quotes or manage existing ones. Click on the “Create Quote” button to create your first quote.
Step 7: You can set the main details of your quote in the “Quote Details” section.
Step 8: You can set your Customer, Billing, and Shipping details. This is an important step since your quotes will be sent to this customer. Click “Edit” to select a customer.
Step 9: Search for a customer and click on “Select customer”.
Step 10: After you select your customer, it is also possible to make changes. After that click on “Edit Shipping Address”.
Step 11: After you add your customer details, it will look similar to the screenshot below.
Step 12: You can search for products and services from your Shopify store and add them to your quote. Click on “Add Product”.
Step 13: Search for a product and click on “Select product”.
Step 14: After you select your products, it is also possible to make changes. After that click on “Add Product”.
Step 15: After you add your products, it will look similar to the screenshot below.
Step 16: At this step, you can add the discount and shipping amounts. The refunded amount is not mandatory and you don’t need to use it unless you wish to intentionally create a quote with a refunded amount. After you enter the desired amounts, click on the “Save” button to save your quote.
Step 17: After creating your quote, you can print, download, or send it from the Quotes section of Simple Invoice.
Step 18: When your customers receive their quote, they will be able to click on a link and make a payment. You can track your transactions by clicking on the quote number.
Step 19: Click on the “Transactions button and you’ll reach the transactions for your quote.
Step 20: Your customers can make partial payments for your quote and you can track all your paid transactions on this page.
Step 21: It is also possible to see the “Paid” and “Due” amount on the details page of your quote. Click on the quote number again.
Step 22: You can see the “Paid” and “Due” lines at the right bottom side of your quote.
Step 23 (Optional): If you want to quickly create quotes from your existing Shopify orders, click on the “Orders” button from the top menu and select one of your orders. After that, you can easily convert your selected order into a quote by clicking on the “Convert Quote” button.
Step 24 (Optional): You’ll see the converted order in your “Quotes” section of your Simple Invoice account.