Customer quote requests
Receive and respond to incoming quote requests, then turn them into quotes.
A quote request is an incoming inquiry from a customer asking for pricing before they commit to buy. Fiddle collects these so you can respond quickly and track follow-up.
Where requests come from
Requests can arrive from a customer-facing request form or be entered manually by your team after a phone or email inquiry. Each one captures the customer, the items they’re interested in, and any notes.
Review and respond
- Go to Sales → Quote Requests to see incoming requests.
- Open a request to review the items, quantities, and customer details.
- Confirm pricing — saved price lists and product prices fill in automatically.
- Click Create quote to convert the request into a formal quote.
Track request status
| Status | Meaning |
|---|---|
| New | Just received; needs review |
| In progress | Being priced or discussed |
| Quoted | A quote was created from this request |
| Closed | Declined or no longer active |
Respond to new requests promptly. Converting a request into a quote keeps the customer’s details and line items intact, so you don’t re-enter anything.
Next steps
After you create a quote, learn how to convert it into a sales order once the customer accepts.
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