Quote Request Management
This section explains how to use the Quote Request area—the central inbox where you view, manage, and process all price requests.
1. Overview
The Quote Request area is the “inbox” for all RFQ activity in your store.
From here, you can:
Review and track every quote request coming from your storefront.
Create new quotes manually for customers (e.g., via phone orders).
Edit product quantities and set custom prices.
Send professional proposal emails with PDF attachments.
Convert approved quotes into official Shopify Draft Orders.
It is the main workspace for your sales or support team when handling B2B quote requests.
2. Accessing Quote Request
You can open the Quote Request area in two ways:
From the app navigation
Open the app in Shopify Admin
Go to: Request for Quote → Quote Request
From the App Dashboard (Quick Access, if available)
Look for a shortcut such as “Manage Quote Submission” and click it
Both paths bring you to the main Quote Request page, where all quotes are displayed in a table.
3. Quote Request List
The Quote Request List is a table showing every saved quote in your store. It gives your team a quick overview and allows one-click access to full details.
Typical columns include:
Store
Indicates which storefront or mode the quote belongs to (for example, Default Store or B2B Store).
Useful if you manage both a normal storefront and Shopify B2B.
Quote ID
A unique ID is automatically assigned to each quote.
Use this when you refer to a quote in conversations or internal notes.
Customer
Shows the customer’s email and, when available, their name.
Helps your team identify who requested the quote at a glance.
Status: The current stage of the deal:
Unread: New request, hasn't been opened yet.
Under Review: You are currently working on this quote.
Converted: The quote has been successfully turned into an order.
Created At
Date and time when the quote was first submitted or created.
Actions
Quick actions such as:
Edit – Open the quote details screen to review and update it.
Delete – Permanently remove the quote from the list.
At the top of the list, you will also find a “Create New Quote” button. Clicking this opens an empty quote details screen so you can build a quote manually for a customer.
4. Quote lifecycle & statuses
Every quote goes through a simple lifecycle:
Submission: A customer requests a quote on the storefront, OR you create one manually.
Status: Unread
Review: You open the quote to check the requested items.
Status: Automatically changes to Under Review.
Negotiation: You edit the "Quote Price" for specific items, add shipping estimates, and perhaps add a discount.
Proposal: You click "Send Proposal Email" to send the offer to the customer (optionally attaching a PDF).
Conversion: Once the customer agrees to the price, you click "Convert to Draft Order".
Status: Changes to Converted.
Result: A standard Shopify Draft Order is created, ready for payment.
This flow keeps the full negotiation history in one place and ensures final orders always go through Shopify’s standard draft order and payment process.
5. Key actions in Quote Submission
Inside any specific quote, you have a powerful set of tools:
5.1. Edit Quote Details
Add/Remove Products: You can modify the items in the quote (e.g., if a customer asks to add an accessory during a call).
Set Custom Prices: You can override the standard price with a specific "Quote Price" for this deal.
Shipping & Tax: Add estimated shipping rates and tax calculations to give the customer a "Total" cost.
5.2. Communication
Export PDF: Download a branded PDF version of the quote for your records or to print.
Send Proposal Email: Trigger an email to the customer with the finalized pricing. You can choose to attach the PDF automatically.
5.3. Create Quote (Manual)
At the top of the main list, click "Create New Quote".
This is perfect for taking B2B orders over the phone.
You select the customer, add products, set the prices, and send them the proposal immediately—all without them needing to visit the storefront.
6. Best practices
To keep your Quote Submission area efficient and easy to work with:
Check "Unread" Daily: Make it a habit to check for new requests every morning to keep response times fast.
Keep data consistent
Always check for quoted prices and shipping before sending a proposal email.
Convert promptly
Once a quote is approved by the customer, convert it to a draft order quickly so pricing and stock stay accurate.
Clean Up
Periodically delete outdated quotes to keep your dashboard clean.
With a well-organized Quote Submission process, your team can respond faster, negotiate more clearly, and turn more RFQ requests into successful B2B orders.
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