If quotes are enabled in the Sales features configuration, an authorized buyer from a company can initiate the price negotiation process by requesting a quote from their shopping cart. If a buyer is not ready to submit a quote for negotiation, they can save it as a draft.
A request for a quote cannot include discount codes or gift cards.
The customer logs in to their user account as a buyer with permission to request a quote.
Adds the products to include in the quote to the shopping cart.
Customers can add a list of product SKUs to the cart more quickly by using Quick Order.
Selects Request a Quote.
In the Add your comment box, the customer enters a brief note to describe the request.
Enters a Quote Name.
If needed, attaches a supporting document or image to the quote:
By default, an attached file can be up to 2 MB, in any of the following file formats: DOC, DOCX, XLS, XLSX, PDF, TXT, JPG or JPEG, PNG.
Creates and processes the quote:
Sends the quote to the Seller by selecting Request a Quote.
If the buyer saves the quote as a draft, the quote is available in My Quotes in
Draft state. Draft quotes are not visible to the Seller until the Buyer sends them for review.