View & Edit Quote
This section of the app lets you view, edit, and manage all quote requests sent by your customers.
1. Quote Submission List
This is the main table where all submitted quotes are listed. It provides a quick overview and actions for each request.
Store
Shows which storefront the quote belongs to (e.g., Default Store or B2B Store). Useful if you manage multiple stores on Shopify Plus.
Quote ID
A unique identifier automatically assigned to each quote request.
Customer
The email (and name, if available) of the customer who submitted the quote.
Status
Current state of the quote: - Open: Awaiting review. - Converted: Turned into a draft order.
Created At
Date and time when the quote was submitted.
Action
Actions: - Edit: Open the quote for editing. - Delete: Permanently remove the quote.
Create New Quote: You can see the button on the top, right-hand side. Click to manually create a new quote request on behalf of a customer. Learn more about Create Quote in Admin.
⇒ Click any row to open the Quote Details screen for full information and processing.
2. Quote Details
This screen shows all the information related to the quote submitted by the customer on your storefront: quoted items, customer information, and any additional notes (depending on the form fields configured in the quote rule).
2.1. Products
Lists all items the customer has quoted. For each product, you'll see its name, options (e.g., size, material), SKU, and quantity.
You can edit the quote as needed:
Add More Products: Use the search bar to find and add more products to the quote.
Edit Quoted Price: Enter the custom price per unit you want to offer.
Total: Automatically calculated by multiplying the quantity by the quoted price.
2.2. Customer
General Information: Displays customer name, email, shipping address, phone number, etc. (The specific information shown depends on the settings in: Quote Logic > Customize Form > Form Fields).
2.3. Add Note
Everything submitted via custom form fields will appear here, regardless of whether the original field type was a date, number, or checkbox, the data will be shown as plain text.
This section is editable: you can add your notes or edit the customer's notes as needed.
2.4. Payment Summary
Subtotal: Sum of all product totals.
Add Shipping: You can click to add shipping costs.
Two options are available:
Choose from available shipping rates set up in Shopify Admin that are applicable to the quote.
Add a custom shipping rate manually.
Estimate Tax: You can click to add estimated tax (Taxes are calculated automatically by Shopify; the app does not interfere with this logic)
Total: Final total based on items + shipping + tax.
2.5. Export PDF
You can easily generate a professional, formatted PDF of any saved quote for your own records or to send to a customer manually. The exported PDF will use the layout and content defined in your central PDF Template.
A modal window titled "Export Quote as PDF" will appear. This modal shows you a final preview of how your PDF will look, populated with the specific data from the quote you are viewing
If you need to make changes to the layout or branding, you can use the link provided "Quote PDF Template" in the modal to go to the template editor.
Click the Export button to proceed.
Your browser will download the PDF file to your device, and a success message will appear. The filename will be automatically generated based on the format you configured in the PDF Template settings.
Note: This button will be disabled for unsaved quotes. You must save the quote at least once before you can export it. If you have unsaved changes, the app will prompt you to save before exporting.
2.6. Other actions
Send Proposal Email: Sends a quote summary to the customer's email.
When clicked, a preview screen will appear with the customer’s email pre-filled so you can double-check the content.
This email template can be customized in the Quote Settings.
Convert to Draft Order:
Once the negotiation is complete and prices are finalized, you can convert the quote into a draft order and send the invoice to the customer.
Note: After conversion, you will no longer be able to edit the quote or send a proposal email.
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