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In this article
  • Reviewing your price quotes
  • Managing your price quotes
  1. Home
  2. Managing your business
  3. Accepting payments on your site
  4. Sending invoices & price quotes
  5. Wix Price Quotes: Managing Your Price Quotes

Wix Price Quotes: Managing Your Price Quotes

4 min
In this article
  • Reviewing your price quotes
  • Managing your price quotes
View and manage all your price quotes from the dashboard or using 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

Use the tabs below to see how to find, filter, and check the status of your quotes.

To review your price quotes:

  1. Go to Price Quotes in your site's dashboard.
  2. Check the Overview at the top to see how many quotes were accepted, invoiced, or expired.
  3. Click the drop-down at the top right to change the reporting period.
  4. Review your list of price quotes in the main section.
  5. Click the Filter by drop-down to narrow down the list.
  6. Use the Search bar to find a specific quote.
Note:
By default, the overview shows price quotes from the last 30 days.

Managing your price quotes

Managing your price quotes helps you 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:

  1. Go to Price Quotes in your site's dashboard.
  2. Click the More Actions icon next to the relevant quote.
  3. Choose what you want to do:

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