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GorZesk

Quotes

Quotations from request to order.
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Articles in Quotes

  • How are quotes created in GorZesk?Quotes are created when a customer requests one through chat on your website or a connected channel.
  • How do I accept a quote?Open Quotes and choose Accept and create order on a pending quote. The order is created from it.
  • How do I reject a quote?Choose Reject on the quote and confirm. The customer will see it as declined.
  • What do the quote statuses mean?Pending is waiting for a decision, accepted became an order, rejected was declined, and expired is no longer valid.
  • How do I filter quotes by status?Use the status filter at the top of Quotes; All statuses shows everything.
  • Why is my Quotes page empty?Quotes appear once a customer requests one through chat. Install the widget or connect a channel so customers can.
  • What is quote conversion?The share of sent quotes that were accepted. Analytics shows converted, pending and rejected quotes.
  • What is a stale quote in the daily brief?A sent quote with no reply after several days. The brief shows how many, their total value and how long the oldest has waited.
  • Can the assistant change a price in a quote?No. Quotes use the prices in your catalog. The assistant does not invent prices or discounts.
  • Can I follow up on a quote automatically?GorZesk can draft follow-up suggestions for abandoned quotes under Actions. Nothing is sent until you approve it.

Not here? Ask the team and a person will follow up, usually within one to two business days.

Learn more

  • Run and review action suggestionsGuide

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Getting startedCatalog and productsInventoryCustomersOrders and salesAI assistant and widgetOwner insightsAutomation and approvalsChannels and integrationsTeam and accessImport and export

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