Basket Submissions & Quotes

Turn Basket submissions into sales quotes. Learn how to review submitted and abandoned baskets and add them to new or existing quotes.

Review every Basket your customers create in the Mimeeq app, then add submitted Baskets to a new or existing quote.

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Open the baskets list

Go to the Business Panel and select Baskets from the top navigation. You will find both submitted and unsubmitted Baskets there.

Baskets list in the Business Panel of the Mimeeq app

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Unsubmitted baskets

This list shows Baskets created by logged-in users, or by guests who left their email, that were abandoned before submission. For each one, you can see the user's name and email (if provided), the products added and the creation date.

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Submitted baskets

This list shows all Baskets that were successfully submitted. Click a Basket row to see its details:

• Basket ID

• Custom and system fields data

• Submission date

• Public Basket URL (which can be shared)

• List of products added to the Basket

You can resize the Basket panel. Hover over its left edge, then click and drag. This makes it easier to review details on different screen sizes.

Submitted basket details panel in the Mimeeq app

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Add a basket to a quote

From the Basket preview in the Mimeeq app, you can add the Basket to a new or existing quote.

If pricing rules were applied to the Basket, you will see an extra field: Add Additions and Discounts to Quote. If you select Yes, the values are added as a fixed amount. They do not update automatically with later changes to the quote, so adjust them manually as needed.

New quote

1. Click Create New Quote.

2. Enter the required information: Quotation Name, Expected Close, Company and People. The Company and People fields are pre-populated with the data the customer submitted.

Create New Quote form pre-filled with the customer's company and contact

1. Click Create New Quote. A new quotation is generated with the products added as a group labelled with the Basket ID.

New quote containing a product group labelled with the Basket ID

Existing quote

1. Click Add to Existing Quote.

2. Select the quote to add the Basket to. Use the search bar to find it, or apply filters to show only the quotes you created.

List of existing quotes with search and filters

1. Click Add to Quote. The selected quote now includes a group labelled with the Basket ID, containing all the products from the Basket.

Existing quote with the Basket products added as a group

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Related articles

Pricing Rules

Create and manage basket pricing rules to apply discounts and extra charges automatically.

Configure basket settings

Set primary details, choose form fields and add recipient emails.

Webhooks

Receive real-time basket submission data in your own systems and automations.