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Create a quote from a conversation

1

Open the conversation

Go to Conversations and open the chat with the customer you want to quote.
2

Open the Quotations panel

In the right-side panel, click the Quotations tab. Click New quotation.
3

Add line items

Click Add item and fill in each row:
  • Product — search your product catalog or type a custom name
  • Quantity
  • Unit price
  • Tax rate (%) — WapNotify calculates the tax amount and line total automatically
Add as many line items as needed. The subtotal, tax total, and grand total update as you add items.
4

Review contact details

The quote pulls the contact’s name, phone, and billing address automatically. If the contact is missing a GSTIN or billing address and you need them on the PDF, update the contact record first.
5

Save as draft

Click Save draft to save without sending. You can edit a draft at any time before sending.
6

Send via WhatsApp

Click Send. WapNotify sends the quote summary as a WhatsApp message in the conversation and marks the quotation status as Sent.The customer receives a formatted message with the quote number, line items, and total.

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Update quote status

After sending, update the status based on the customer’s response:
  • Customer says yes → click Mark as accepted
  • Customer says no → click Mark as rejected

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Convert to a sales order

Once a quote is accepted:
  1. Open the quotation.
  2. Click Convert to sales order.
  3. WapNotify creates a Sales Order (SO-YYYY-NNNN) with all the same line items.
  4. The quotation status changes to Converted.
From the sales order, you can advance the status as the order progresses: pending → confirmed → dispatched → delivered.

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Edit or delete a quotation

  • Draft — fully editable
  • Sent — can update status only; line items are locked
  • Accepted / Rejected / Converted — read-only
To delete, open the quotation and click Delete. Deleted quotations are soft-deleted and won’t appear in the list, but the linked sales order (if any) is unaffected.