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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.

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2. Settings Configuration

Navigate to Settings from the admin app.

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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.

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2.2 Dashboard Configuration

Customize dashboard metadata:
  • Page Title — Title shown on the customer dashboard
  • Page Description — Description shown below the title

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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.

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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

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4. Creating a Quote (Customer Flow)

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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.

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5. Quote Management (Admin Flow)

Navigate to Quotes in the admin app.

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5.1 Reviewing a Quote

Admin can:
  • Adjust product prices
  • Modify quantities
  • Change quote status
  • Communicate via message thread

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5.2 Message Thread

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

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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 |

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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.

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7. Roles & Permissions

Navigate to Manage Roles inside the customer account. The Company Main Contact can assign permissions.

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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.

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8. Quoting Project Items

Quotes can also be created from Projects.

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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.

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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