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 — Detailed guide to the quote table, filters, CSV export, itemized pricing edits, and draft order conversions.
Create Quote in Admin — Step-by-step instructions for creating and dispatching manual quotes on behalf of clients.
Customer Quote History — Customer-facing Quote History portal and CMS customization options.
3. Quote Lifecycle & Statuses
Every quote moves through a transparent status lifecycle:
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.
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