Managing Quotes
Updated October 8, 2025
The Quotes page is your central hub for managing all quote requests — both those submitted through your shop and manual quotes you create.
📋 Quotes Table View
See all your quotes at a glance:
- Checkbox — Select multiple quotes for bulk actions
- Quote Number
- Customer Name
- Status
- Fulfillment Method
- Fulfillment Date
- Total
- Due Date
🔍 Search & Filter
Quickly find quotes using:
- Search Bar — Search by customer name
- Filtering — Filter by status, date range and more
✅ Bulk Actions
Use the checkboxes to select multiple quotes and:
- Archive — Move quotes to archived status
- Unarchive — Restore archived quotes to active view
💡 Tip: Archive completed or old quotes to keep your active quotes list organized.
➕ Creating New Quotes
Click New Quote to create a manual quote.
Manual quotes are quotes you create directly in Bakebug (as opposed to quote requests that customers submit through your shop).
Use manual quotes when:
- A customer contacts you directly (phone, email, in-person)
- You’re creating a custom order proposal
- You want to send a quote before the customer visits your shop
📝 Quote Types
Quote Requests (Non-Manual)
Automatically created when:
- A customer submits a quote request through your shop
- A customer’s cart includes any product without direct checkout enabled
Manual Quotes
Created by you using the New Quote button.
✏️ Opening the Quote Editor
Click any quote row in the table to open the Quote Editor — where you can view details, modify items and send the quote to your customer.
Your Quotes page keeps all customer inquiries organized — helping you respond quickly and professionally! 📬