Overview
Once a Batch Quote has been created, you can manage every stage of the quote from the Quote Details page.
From this page, you can:
Update the quote status
Review offer and shipping information
Edit customer information
Update payout details
Add additional items
Move the quote to Pending Contracts
Manage customer signatures
Configure shipping labels
Upload shipping documents
Reconcile received items
Complete the Batch Quote
Access additional actions and reports
Processing Batch Quote
A. Update Status
On the Quote Details page:
Click to update the quote’s status.
If the customer hasn’t signed yet, you can move it to Pending Contracts.
Confirm changes by clicking Yes, Proceed.
Note
From Starter to Pro Plan, you can only make 3 Batch quotes. Access the Enterprise Plan to get an unlimited Batch quote here.
B. Offer and Shipping Information
Offer Info
This section includes:
Offer ID
Date
Source and referral source
Shipping Details
View or edit shipping info.
Click Add Additional Shipping Label.
Enter the number of labels and click Create Label after preview.
C. Editing Customer and Payout Information
Quote Information
Includes:
Customer name and contact details
Address and building info
Customer Portal link and print label option
Edit Customer Info
Click Edit to update the customer name, address, building/floor, or phone number.
Payout Section
Click Edit to update payout method
Choose a new method and click Save
D. Adding More Items
Adding More Items
Return to the Item Section and click Add Item to include more products.
E. Move to Pending Contracts
Once the quote has been reviewed:
Click the Status pencil icon.
Change the status to Pending Contracts.
Click Yes, Proceed.
F. Customer Portal and Signing
Pending Contracts
Login to Customer Portal.
Find the Batch Quote and click View Offer.
Scroll to see the Contract Information.
Scroll again to the contract section where the customer can:
Enter full name
Click Accept and Sign to complete the agreement.
Note
Shipping labels are automatically generated when the customer signs the contract.
After that, the customer must review and sign the contract from the Customer Portal.
Once the contract has been signed, you can return to the Batch Quote to:
View or edit the shipping information.
Add additional shipping labels if needed.
Upload shipping files such as the contract and receipt.
Upload the Reconciliation Report, allowing your team to keep a record while making it available for the customer to view from the Customer Portal.
Add Internal Notes and Customer Notes for additional communication and record-keeping.
E. Shipping
After the customer has signed the contract, configure the shipping information.
Shipping Details
You can:
View or edit shipping information.
Click Add Additional Shipping Label.
Enter the number of labels.
Preview and click Create Label.
Shipping Files
Upload the required shipping documents, including:
Shipping Kit
Receipt
Uploading Reconcilation Report
Use the File Upload section to drag and drop the downloaded receipt and contract.
Navigate to Signed Contracts to manage your customers’ contract documents.
Note
The customer needs to sign the documents when they are on Pending Contracts or Reconciled steps.
Adding Notes
Use Customer Note or Internal Note sections to leave additional information.
E. Reconciled Items
Ensure Status
Ensure the status is Received first before changing it to Reconciled.
Item Sections
On the Item sections:
Under the Active tab, click Reconcile on the items you want to process.
Fill in the required fields:
Item Name
Color
Condition
Payout
Quantity
IMEI/SN and Notes
If needed, click Add Split to create additional rows for items with different colors or conditions.
after split
Click Save Changes.
(Optional) Apply a promo code, or print QR/Barcode labels.
Click the three-dots icon to edit, view phonecheck data or delete your plan.
Note: The status automatically moved to being inspected after all the item reconciled.
F. Update Status
Once you've finished reconciling the required items:
Return to the Quote Details page.
Click the Status pencil icon.
Change the status from Being Inspected to Reconciled.
Click Update Status to confirm.
After clicking Update Status, a dialog will appear asking Which receipt should the customer see?
Choose one of the following options:
Generate the receipt – Sends the receipt generated from the reconciled items.
Use my uploaded report – Sends the reconciliation report you uploaded.
Send Both – Sends both the generated receipt and the uploaded report.
Click Confirm to update the Batch Quote status to Reconciled.
G. Reconciled Stage
Note
The customer will not receive an automatic email notification at this time. You’ll need to email them manually using the Customer Portal link. (4)
Reconciled
Login to Customer Portal.
Find the Batch Quote and click View Offer. (1)
The customer can review their shipping information, tracking number, customer information, Receipt, Contract, and, if uploaded, the Reconciliation Report
Scroll again to the contract section where the customer can:
Enter full name
Click Accept and Sign to complete the agreement
Note
The signed document will appear in the Signed Contracts section.
Final Options
Options Menu
At the top-right corner of the quote, access:
Shipping Kit
Print Contract
Print Receipt
Offer Change Log
Resend Shipping Label
Archive Offer
Tips & Notes
Regularly review your Batch Quote list to track pending or expiring deals.
Use Internal Notes to keep your team aligned on order context and updates.
Customers must reconcile at least one item before you can update the quote status.
Archived quotes remain accessible for reporting and audit purposes.
A new notification called Batch Quote Confirmation is now available in Notification Settings.
The notification is triggered immediately when a Batch Quote is created.
Default notification state: OFF
Generated Batch Quote PDFs now display the Memo label more clearly.
PDF formatting has also been improved for better customer readability.
Summary
The Batch Quote workflow helps streamline the entire quoting process, from customer approval through reconciliation and completion. Managing each stage from the Quote Details page ensures accurate records, organized documentation, and a smoother experience for both your team and your customers.