Quote Notes

Quote Notes are a way for you to track the progress of a quote through the process. There are two types of notes:

Public Notes: Notes the customer can see when they view a quote within their account.
Private Notes: Internal notes that are only available when viewing the quote from the admin.

The Miva admin automatically adds notes to an order when the following actions occur:

A quote is sent to a customer
A quote is converted to an order
A quote is copied from another quote

This gives you a step by step view of what has happened with the quote.

Note

Private notes are a good way for your sales team, or customer service team, to track customer contact, requests and other information, so your teams are on the same page.

To view the notes attached to a quote, click on the “Notes” link from the View Quote screen. A dialog box showing the steps displays.

A customer is able to send a note in the request field of the quote page when they access it.

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Manage Quotes - Working With Quotes

Quote Notes

Note

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