Initiate a Quote for a Buyer

If quotes are enabled in the Sales features configuration, a sales representative can initiate the negotiation process with a company buyer by creating a draft quote.

• Draft quotes are visible only to the seller.
• Draft quotes cannot be submitted until the sales representative adds items, relevant discounts, and notes to create the initial offer for the buyer.
• A seller can create a quote from the Quotes or Customer Grid.

The Sales Representative sends the quote to the buyer to initiate the negotiation process. See Negotiate a Quote.

Sales representative quote creation experience

A Sales Representative can create a quote from the Quotes or Customer Grid.

Create a quote from the Quote grid

1. The sales representative logs in to the Admin as an administrator with Sales Operations permissions to manage quotes.

2. In the Admin, go to the Quotes grid by selecting Sales, and then select Quotes.

3. Create a draft quote for a buyer.

   • From the Quotes grid, select Create New Quote.

     

   • On the Create New Quote page, select the customer (Company buyer) to create the quote.

   • Select the store where the company buyer can submit an order after the negotiation process completes.

     A new quote displays in Draft status.

   

4. Prepare the quote to submit to the buyer.

   • Update the quote name and modify the expiration date as needed.

   • Add items to the quote by selecting Add Product By SKU. Enter the SKU number and quantity, and then select Add Product.

     

5. Apply a quote discount and add a note to the buyer.

   

   When you add a discount, the quote price updates automatically.

6. If needed, attach a supporting document or image to the quote by selecting Attach file.

   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.

7. Submit the quote to the buyer by selecting Send.

   After submitting the quote, the status updates to draft and a confirmation message is displayed:

   

The buyer receives an email notification to review the quote. The quote is locked until the buyer returns it for further negotiation. The Seller can view the quote from the Quote grid or the Customer grid.

View and create quotes from Customer Grid

1. In the Admin, go to the Customer grid by selecting Customers, and then select All Customers.

2. Select the customer ID for a Company buyer.

   

3. Select Edit to view the customer information.

4. Create a quote for the customer by selecting, Create Quote and following the process to update the draft quote and send it to the customer.

5. View the customers existing quotes by selecting Quotes.

   

6. Open a quote by selecting View.

For details on managing the quote negotiation process, see Negotiate a quote

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