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:

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

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.

Alt text here

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

Alt text here

Next Section

Looking for Developer Docs?

We have a whole section for that, including: Developer Training Series, Template Language docs, Module Development tutorials and much, much more.

Head to the Developer Section

This website uses cookies to identify visitors, track visitors to our website, store login session information and to remember your user preferences. By continuing to use this site you agree to our use of cookies. Learn More.

This website uses cookies. By continuing to use this site you agree to our use of cookies. Learn More.

Accept

Copyright © 1997 – 2021 Miva©, Miva Merchant©, MivaPay©, MivaCon© Miva, Inc. All Rights Reserved.