Creating Quotes & Quote Management

Create from a lead

Open a lead and create a quote. If a quote already exists for that lead, Smart QuoteFlow takes you to the existing quote instead of duplicating it.

Statuses

Quotes can move through statuses such as draft, sent, accepted, and declined. Use status to track follow-up without leaving WordPress.

List tools

The quotes list supports viewing details and deleting quotes individually or in bulk when you need to clean up test data.