My Quotes
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:
-
Review item pricing and updates
-
Track the negotiation process from Comments and History sections
-
Modify the quote to remove items
-
Communicate and negotiate with the seller by adding notes at the line item and quote level
-
Send quote to seller for review
-
Convert the quote to an order if the terms are acceptable
-
Close the quote
-
Delete the quote
-
badge informative 1.5.0-beta capabilities Available only for Beta program participants Rename the quote, create a copy of the 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.
Show quotes
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.
View a quote
-
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.
Print a quote
-
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.
-
Clicks Print.
Cancel a quote request
-
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
Closedstatus.
Quote Actions
| badge informative |
|---|
| 1.5.0-beta capabilities |
| Available only for Beta program participants |
Change the name of the quote
| badge informative |
|---|
| 1.5.0-beta capabilities |
| Available only for Beta program participants |
A buyer can create a new quote from the current quote by copying and renaming it.
Draft.Column descriptions
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:
View / Close / Edit Quantity / Delete SKU / Add Comments / Edit Shipping AddressPending - The seller has opened the request and is in the process of reviewing it and preparing a response. Available actions:
View / CloseUpdated - 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:
View / Send for Review / Proceed to Checkout / Delete Quote / Close / Edit Quantity / Delete SKU / Add comments / Edit Shipping AddressOpen - The buyer is still updating the quote, and the Proceed to Checkout button is disabled. Available actions:
View / Send for Review / Delete Quote / Edit quantity / Delete SKU / Add Comments / Edit Shipping AddressOrdered - 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:
View / DeleteDeclined - 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:
View / Send for Review / Delete Quote / Edit Quantity / Delete SKU / Add Comments / Edit Shipping AddressExpired - 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:
View / Send for Review / Delete Quote / Edit Quantity / Delete SKU / Add Comments / Edit Shipping Address