> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/request-for-quote/quote-request-management.md).

# Quote Request Management

This section explains how to use the **Quote Request** area—the central workspace where your sales team views, filters, exports, negotiates, and processes all price requests.

***

## 1. Overview

The **Quote Request** area is the central hub for all RFQ activity across your storefronts.

From here, you can:

* Review and track every quote request submitted by customers.
* Filter by date ranges (**All Time**, **Last 7 Days**, **Last 30 Days**, **This Month**) and customize table pagination (**10**, **50**, **100** rows/page).
* Export quote records to **CSV** format for external accounting or spreadsheet analysis.
* Create new quotes manually on behalf of customers (phone or email sales).
* Set **Expired Dates** to manage price validity and mitigate inventory risk.
* Send professional proposal emails with PDF attachments and one-click Approve/Reject buttons.
* Convert approved quotes into official Shopify Draft Orders.

***

## 2. In this Section

* [**View & Edit Quote**](/bss-b2b-quick-order-and-quotes/request-for-quote/quote-request-management/view-and-edit-quote.md) — Detailed guide to the quote table, filters, CSV export, itemized pricing edits, and draft order conversions.
* [**Create Quote in Admin**](/bss-b2b-quick-order-and-quotes/request-for-quote/quote-request-management/create-quote-in-admin.md) — Step-by-step instructions for creating and dispatching manual quotes on behalf of clients.
* [**Customer Quote History**](/bss-b2b-quick-order-and-quotes/request-for-quote/quote-request-management/customer-quote-history.md) — Customer-facing Quote History portal and CMS customization options.

***

## 3. Quote Lifecycle & Statuses

Every quote moves through a transparent status lifecycle:

```mermaid
graph TD
    A["1. Unread / Open<br>(Submitted by buyer or created by admin)"] --> B["2. Under Review<br>(Merchant opens & reviews items)"]
    B --> C["3. Proposal Sent<br>(Email dispatched with prices & Expired Date)"]
    C -->|"Buyer Clicks Approve / Agrees"| D["4. Converted<br>(Draft Order created & ready for checkout)"]
    C -->|"Buyer Clicks Reject / Declines"| E["5. Rejected<br>(Status updated & tokens invalidated)"]
    C -->|"Exceeds Expiration Date"| F["6. Expired<br>(Price validity lapses, marked with badge)"]
```

| Status Badge      | Description                                                                             |
| ----------------- | --------------------------------------------------------------------------------------- |
| **Unread / Open** | Newly submitted quote that has not been opened yet.                                     |
| **Under Review**  | Sales team is actively reviewing items, adjusting unit prices, or calculating shipping. |
| **Converted**     | Successfully transformed into a Shopify Draft Order and redirected to checkout.         |
| **Rejected**      | Declined by the buyer via proposal email or manually marked as rejected in CMS.         |
| **Expired**       | Exceeded the set expiration date without conversion.                                    |