How to Create and Configure Quotes

Written By Huda

Last updated About 2 months ago

1. Overview

After installing the app, merchants and customers interact with the following main sections:

  • Overview — Landing screen after installation

  • Projects — Manage project-based items

  • Quotes — Manage quote requests and approvals

  • Settings — Configure eligibility, dashboard labels, and extensions

This document describes how to configure the create quotes, manage approvals, and convert quotes into orders.

2. Settings Configuration

Navigate to Settings from the admin app.

2.1 Quote Customer Eligibility

Defines which customers can submit quote requests.

Options:

  • All Customers — Any logged-in customer can submit RFQs.

  • Select Specific Customers — Only customers with a specific tag can submit RFQs.

Steps:

  1. Select All Customers or Select Specific Customers.

  2. If selected Specific Customers, Enter a Customer Tag (e.g., B2B-Users).

  3. Only customers with this tag will see the “Submit RFQ” button on the cart page.

2.2 Dashboard Configuration

Customize dashboard metadata:

  • Page Title — Title shown on the customer dashboard

  • Page Description — Description shown below the title

2.3 Dashboard Tab Names

You can rename tabs displayed on the customer dashboard.

Default tabs:

  • carts

  • shopping-list

  • permissions

  • roles

Any label configured here will be reflected throughout the customer account dashboard.

3. Theme Extension Setup

To enable quote functionality on the storefront:

  1. Go to Online Store → Themes → Customize.

  2. Add:

    • Quote Button to the cart page

    • Multi Cart Extension to the customer account pages

  1. Go to App Embeds and Enable the app’s Extension in Theme Customizer

4. Creating a Quote (Customer Flow)

4.1 Submitting a Quote Request

  1. Customer adds products to cart.

  2. On the Cart page, click Submit RFQ.

  1. A modal opens where the customer can:

  • Enter a proposed price

  • Add comments for the merchant

  • Click Submit RFQ for Quote.

The quote is then created and sent to the admin for review.

5. Quote Management (Admin Flow)

Navigate to Quotes in the admin app.

5.1 Reviewing a Quote

Admin can:

  • Adjust product prices

  • Modify quantities

  • Change quote status

  • Communicate via message thread

5.2 Message Thread

Each quote includes a communication thread for negotiation and clarification between merchant and customer.

5.3 Quote Statuses

Status

Description

Pending

New quote submitted by customer, awaiting admin action

Quoted

Admin has responded with updated pricing

Approved

Quote accepted and ready for checkout

Rejected

Quote declined by either party

6. Checkout Flow

  • Once a quote is Approved from Admin side

  • A user with appropriate permissions can proceed to checkout.

  • The quote is converted into a Draft Order.

  • Admin can later convert it into a finalized order.

7. Roles & Permissions

Navigate to Manage Roles inside the customer account.

The Company Main Contact can assign permissions.

Available Permissions for Quotes:

  • Approve or Reject Quote

  • Checkout Quote

  • View Own Quote

  • View All Quotes

Permissions determine which users can view, approve, or checkout quotes.

8. Quoting Project Items

Quotes can also be created from Projects.

Steps:

  1. Go to Projects → Select a Project.

  2. Select:

    • All items, or

    • Specific items to quote

  3. Convert selected items into a quote.

  4. Quote is sent for admin approval.

  5. Once approved, it becomes available for checkout.

9. End-to-End Flow Summary

  1. Customer submits RFQ → Status = Pending

  2. Admin reviews and responds → Status = Quoted

  3. Customer/Admin approves → Status = Approved

  4. Customer checks out → Quote becomes Draft Order

  5. Admin converts Draft Order → Final Order