> 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/customer-quote-history.md).

# Customer Quote History

The **Customer Quote History** portal provides logged-in buyers with a dedicated self-service area to view, track, and manage their quote requests directly inside their storefront customer account.

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## 1. How to Enable & Publish

You can embed Quote History into customer accounts or publish it as a standalone storefront page:

### Option A: App Block in Customer Account

1. In Shopify Admin, navigate to **Online Store → Themes → Customize**.
2. From the top template picker, select **Customer accounts → Account**.
3. Under Apps / Page Blocks, add **BSS Quote List**.
4. Position the block within your customer account layout and click **Save**.

### Option B: Dedicated Standalone Page (`/pages/quote-history`)

Publish a dedicated URL path (e.g. `https://yourstore.myshopify.com/pages/quote-history`) directly from the app admin settings.

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## 2. Quote History Customization Page (CMS)

Customize the visual appearance, typography, and table labels of the storefront Quote History page without writing theme liquid code:

1. Navigate to **Request for Quote → Advanced Settings → Quote History Page Customization**.
2. **General Settings**:
   * Toggle storefront page status (**Enable / Disable**).
   * Configure custom **Page Path** (e.g. `/pages/quote-history` or override an existing page handle).
3. **Labels & Content**:
   * Customize page title, subtitle, and section content across Restricted Access, Quote List, and Quote Detail views (*Quote ID, Date, Email, Status, Action*).
4. **Theme Styling & Colors**:
   * Set primary brand colors, surface/card background colors, border styles, and corner radius.
5. **Custom CSS**:
   * Add custom CSS snippets to fine-tune spacing or match complex theme styles.
6. **Live Preview**:
   * Inspect desktop and mobile preview layouts populated with realistic mock quote data before publishing.

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## 3. The Customer Experience

### 3.1 The Quote List View

Logged-in buyers see a chronological table of all past quote submissions:

* **Quote ID**: Unique reference code (e.g. `#Q1042`).
* **Date**: Creation timestamp.
* **Status**: Live lifecycle badge (`Under Review`, `Proposal Sent`, `Converted`, `Rejected`, `Expired`).
* **Action**: Click to open the detailed quote view.

### 3.2 Quote Details View

Clicking a quote opens the full summary:

* **Product Table**: Product photos, names, variants, SKUs, and requested quantities.
* **Price Visibility Logic**:
  * **Unread / Under Review**: Quoted prices remain **Hidden** (displayed as *Pending Review*) while you are negotiating.
  * **Rejected**: Quoted prices and checkout actions remain **Hidden**.
  * **Proposal Sent / Converted**: Itemized quoted unit prices, discounts, shipping, and taxes are clearly visible.
* **Storefront Action CTAs**:
  * **Checkout**: For converted/approved quotes, redirects directly to Shopify Checkout to complete payment.
  * **Create Similar Quote**: Automatically populates a new quote form with identical items to expedite repeat inquiries.
  * **Download PDF**: Allows the customer to download a PDF copy of their quote proposal.

{% hint style="info" %}
**Approve & Reject Actions**: Official **Approve Quote** and **Reject Quote** decisions are executed securely via one-click action buttons inside the customer's **Proposal Email**.
{% endhint %}

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## 4. Best Practices

* **Promote Customer Account Logins**: Remind B2B buyers to log in before submitting quotes so requests automatically link to their account history.
* **Keep Statuses Updated**: Advancing quotes to `Under Review` reassures buyers that their request is being actively processed.