Create Quotations Directly from Zalo Chat

Guide Info

Target audience: Sales Staff, Sales Lead

Reading time: 5-8 minutes

Outcome: Create quotations from Zalo conversations and send ZBS message templates from the correct customer context

Warning

The screenshots on this page use hypothetical sample data. The Zalo accounts, contacts, conversations and messages shown are illustrative only and do not belong to any real person or business.

When to Use This Guide

Use this guide when a customer is discussing within a Zalo conversation and sales staff need to create a quotation immediately, without navigating through multiple screens.

Example used throughout this guide: Minh Chau Company asks for a quote on 50 Storage Boxes. Sales staff Hùng opens the Cart panel from the conversation, adds the product, checks the quantity and price, selects an approved quotation template and creates draft quotation S00046 with Create and Send. Order confirmation is a separate step after the quotation is confirmed.

Prerequisites

1. The OA is in Connected status.

2. The customer conversation appears in the Zalo menu.

3. User has Sales permissions.

4. The customer in the conversation has been correctly identified (see Manage Zalo Partner Links if verification is needed).

5. The Zalo - Sell from Chat module (viin_zalo_sale) is installed.

How to Create and Send

1. Go to Zalo and open the correct customer conversation.

2. Click the Cart icon on the conversation toolbar to open the Create Order from Zalo panel.

3. In the Products tab, search for a product by name or code and click Add.

4. Switch to the Order tab and verify quantity, unit price, subtotal, and total. The panel shows each product’s list price in the company currency, not the price of the customer’s pricelist: change Unit Price if the quotation needs another price.

5. Click Create Order to create a quotation (in draft status) without sending anything. The conversation shows a line with the number of the new quotation, the cart is emptied and the panel returns to the Products tab.

6. To create the draft quotation and send it immediately: select an approved quotation template in Zalo Message Preview, check the content, then click Create and Send. This action does not confirm the quotation. The Template list offers the approved templates that apply to sales orders. With no template selected, the panel offers an editable text message instead: a free-text message follows the 7-day window explained in Reply to Zalo OA Messages.

See also

• Send ZBS Message Templates from Sales Orders — Send ZBS message templates from created sales orders

• Reply to Zalo OA Messages — Reply to Advisory Messages and switch to ZBS after the 7-day window closes

Success Checkpoint

Tip

Task completed correctly when:

• Quotation created successfully and linked to the correct customer from the conversation.

• Conversation shows a log of the create/send action.

• ZBS message content sent matches the quotation’s business context.

Common Issues and Solutions

1. Cart icon not visible: - Common cause: the Sales module for Zalo is not installed, the conversation is not a Zalo conversation, or it is open in a small chat window (the panel only appears on Zalo conversations opened in the Zalo menu). - Solution: check that the module is installed and reopen the conversation from the Zalo menu.

2. Order creation fails: - Common cause: invalid product data or customer information. - Solution: review product lines, quantity, unit price, and customer record.

3. ZBS send fails: - Common cause: template not approved, recipient lacks valid send routing. - Solution: verify template at Create and Manage ZBS Message Templates (Admin/IT) and recipient routing.

4. Quotation created for wrong customer: - Common cause: conversation has incorrect partner link. - Solution: stop sending; verify the link at Manage Zalo Partner Links.