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Intro to Dealia Quote Management
Step 1. Set up your profile
Step 2. Link Dealia with your website
Step 3. Create quotation forms
Step 4. Add quotable products
Step 5. Assign forms to products
Step 6. Get a quote request
Embeds
Ways to manage products
Quote button embed intro
Quote button on your website
Quote button on an e-commerce website
Quote button on a regular website
Add Request Quote button in any spot
Embed quote button for developers
How to add Dealia to Shopify website?
Forms
Manage Product and Contact Forms
Form builder components explained
Manage form builder components
Component positioning and width
Form customization – styling
Quotes
Getting a new quote request
Quote request list overview
Quote panel overview
Send a quote to your customer
End a quote request
Negotiations
Negotiation actions and decisions
Negotiation statuses
Email updates during negotiation
View customers counter-offer
Give a counter-offer
The deal is made
Transactions
Set automated PayPal payments
Add manual payment instructions
Communication with a customer after deal
Payment confirmation
Settings
General settings explained
Quote payment settings
Account settings
Inviting and managing users
Video Tutorials
Articles coming soon
Integrations
How to integrate Shopify products with Dealia?
How to integrate WordPress pages with Dealia?
How to integrate Dealia with PayPal?
How to integrate WooCommerce products with Dealia?
How to integrate Squarespace products with Dealia?