If quotes are enabled, the My Quotes section of the customer account dashboard lists all quotes submitted by the customer. Depending on their permissions, only buyers who make purchases on behalf of a company can submit requests to negotiate the price of a purchase.
The buyer begins the process by submitting a request for a quote from the shopping cart. Email is exchanged between the buyer and seller during the negotiation process. For the buyer, the My Quotes page is the focal point for all communication between buyer and seller during the negotiation process. A buyer who accepts the negotiated price offered by the seller can proceed directly to the checkout page from the quote. Additional discounts cannot be added to the negotiated quote.
A buyer can complete the following actions when negotiating a quote:
The following example shows a quote that has been updated by the buyer and sent back to the seller for review.
Quotes with the
Updated status are locked until the seller returns the quote.
With the required permissions for their role, customers associated with a company account can see quotes requested by subordinate users. Company administrators can see all quotes for the company account.
The customer logs in to their account on the storefront.
Clicks My Quotes in the left navigation.
To see all the quotes that they have created, clicks the Show My Quotes link (displayed only for the company administrator or account with subordinate users).
To see all the quotes of all company users, clicks Show All Quotes.
The customer logs in to their account.
In the left panel, chooses My Quotes.
Finds the quote in the list and clicks View in the Action column.
In the open quote to the right of the Items Quoted section, the customer clicks Print.
Verifies the Destination as either a printer or PDF.
In the open quote just above the Items Quoted section, clicks Close quote.
The request is canceled, and the quote status changes to
Closed. The closed quote remains in your list of quotes, and remains listed in the Quotes grid from the Admin.
To remove the canceled quote from the list of quotes, clicks Delete.
When prompted to confirm, clicks OK.
The closed quote is removed from their list of quotes. However, it remains listed on the Quotes grid in the Admin, with the
|Create a copy|
|Close quote||After a buyer closes a quote, it cannot be reopened it. If needed, the buyer can recreate it by using the Create Copy action. This option is not available if the quote status is
|Delete quote||When a buyer deletes a quote, it is removed from the system, and is no longer available.|
|Opens a print form to save the quote as a PDF, file, or print it to a configured printer.|
|Quote Name||The name assigned to the quote request by the buyer.|
|Created||The date the quote request was first submitted.|
|Created By||The first and last name of the buyer who submitted the quote request.|
|Status||Indicates the status of the quote. The status of a quote can be changed only by action on the part of either the buyer or seller.
Submitted - The buyer’s request for a quote hasn’t yet been opened by the seller. While in this state, the buyer can still modify the request for a quote. Available actions:
Pending - The seller has opened the request and is in the process of reviewing it and preparing a response. Available actions:
Updated - The seller has sent a response to the buyer, and the Proceed to Checkout button is enabled. While in this state, the buyer can continue to modify the quote. Available actions:
Open - The buyer is still updating the quote, and the Proceed to Checkout button is disabled. Available actions:
Ordered - The buyer has submitted an order based on the negotiated quote. The quote is locked, and cannot be edited. Available action: View
Closed - The buyer has ended the negotiation and cancels the quote. The quote is locked, and cannot be edited by either buyer or seller. Available actions:
Declined - The seller has declined the request for a quote, or to make a proposed change during the negotiation process. A quote can be declined at any stage of the workflow. Any custom pricing is removed from the quote. The buyer can continue editing the quote and resubmit it, or make the purchase with standard catalog prices. Available actions:
Expired - The lifetime of the quote has expired. Any proposed prices are reset. The buyer can either complete the purchase based on standard catalog prices, or initiate another round of negotiations. Available actions: