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Basic Setup Before Starting Quotation Pro

March 26, 2024

Section 1: Introduction

Quotation Pro enables you to quote prices for every request received and allows the sender to make payments immediately.

Section 2: How to Access Quotation Pro

Before accessing Quotation Pro, you need to make sure the plugin is activated.

Go to side menu > My Sales > My Quotation    

Section 3: Essential Setup Before Get Started

To allow customers place a quotation and make a payment after receiving a quotation reply. These two settings are essential for the process.

1) Shipping charges – You can either set a shipping rate or choose the 'quote' setting. If you opt for the 'quote' setting, you can provide a quotation that includes both the shipping charges and the product price.

2) Payment method – You can set bank details, QR Code for manual payment or use a payment gateway for online payments (e.g: Credit / Debit Card, FPX, E-wallet, BNPL, Installment, etc).

Once you've made your decision, let us know, and we will assist you in configuring the settings.


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