Can a quote received by email be linked later to a customer that's already registered?

Yes, a quote received by email can be linked to a customer that's already registered. Just open the order under new quote requests, select the sender's email, and the system automatically connects the quote to the existing record.

Why is this linking step necessary?

When an already-registered customer sends a new order by email, the quote initially arrives with no link, because the system doesn't yet know who to associate that request with. Without linking it, that history stays loose, making it harder to see all of a given customer's orders in one place.

This is common when a customer prefers to write directly by email instead of filling out the public form — a frequent situation for service businesses.

How to link the quote

Go to the tab for quote requests received by email.
Open the request that's still unlinked to a customer.
Select the matching email from the list of registered customers.
The system automatically connects the quote to that customer's history.

Situation	What to do
New customer	Register directly from the order card
Already-registered customer	Link by the sender's email

Why choose Jestor

All email communication with the customer stays logged inside the quote's own card.
Internal chat separate from email, so the team can discuss discounts or terms without the customer seeing it.
Automatic PDF generation for the quote as soon as the order is finalized.

FAQ

What happens if I don't link the quote to a customer?

It stays accessible under new orders, but it's left out of that customer's consolidated history.

Can I accidentally link an old order to the wrong customer?

Yes, but the link can be corrected at any time by selecting the right customer.

Does the customer get notified when I link the order?

No, linking is an internal action and doesn't trigger any automatic message to the customer. See more at jestor.com.

Reference video

Get to know Jestor

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