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Choosing which products can be quoted

Under Quotes, then Settings, then General, Quote mode decides where the Add to Quote button shows up.

  • Off. No quote button anywhere. Use this while you are still setting up.
  • On for ALL products. Every product gets the button. Right for shops where the price always depends on the order.
  • On for products I choose. Nothing gets the button until you switch it on per product.
Quotly quote mode setting

Quote mode, the basket page, and your quote numbering all live on the General tab.

The per-product box

Every product edit screen has its own Quotly box with three choices, and it wins over the shop setting:

  • Force ON. Always quotable, even when quote mode is off.
  • Force OFF. Never quotable, even when quote mode is on for all.
  • Use shop default. Follow whatever quote mode says.
Selling a mix of stock and made to order?

Leave quote mode on On for products I choose, then Force ON only the made to order items. Your normal stock keeps selling through the cart as usual.