Quote management B2B
Manage your request in one place
Navigation: Submission List
Table of Contents
Submission list
In the Submission List, you can see a list of quote requests with basic information: Quote ID, Name, Customer information, Created time, Progress logs, Quote status
Now take a overall look to see what you can do.
View Quote detail & delete Quote
Search Quote by Name, Email, and Quote ID
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Filter requests by created day from day A to day B
Click "Search & Filter" button > Date > Select Starting & Ending
Export all quotes on that page to Excel file
This is the lists of quote that has been downloaded as .xlsx file.
If you want to export specific quotes, you select by ticking the check box.
Create a quote manually
Click Create A Quote button > Enter Customer Info > Add Product > Save
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List of Quote status:
Read a new request | Create a quote successfully | A new request is submitted | Edit/Update any quote info | Create a draft order successfully | Trashed |
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List of Progress log
- Received
- Created
- Auto Confirmed: Auto confirmation email is sent successfully to customer or admin
- Failed to send Auto Confirm Email
- Quoted: When you finish setting price for quote by clicking Next Step (Step 3 in Quote Progress)
- PDF Exported
- Failed to export PDF
- Email Sent: Quotation email is sent successfully
- Failed to send Quote Email
- Draft Order Created
- Draft Order Updated
Quote detail
The Quote Detail page provides a comprehensive view of a customer's quote request, allowing merchants to review, modify, and manage quotes effectively. This section includes the following components:
1. Request List
Displays the list of products included in the customer's quote request, along with detailed product information submitted via the quote form.
- Details shown include: Product name, quantity, price, and any additional notes provided by the customer.
2. Payment Info
This section allows you to manage pricing details for the quote, including:
- Custom Discount: Apply a specific discount to the order.
- Shipping Fee: Add or adjust the shipping fee for the quote.
3. Customer Info
View the customer's details, including:
- Name, email, and contact information.
- Any additional information provided by the customer during the quote request.
4. Timeline
Tracks the history of actions performed on the quote, providing a clear record for better management.
- Examples of actions logged: Quote created, Quote updated with discounts or shipping fees, Email sent to the customer.
5. Due Date
Set an expiration date for the quote. This ensures that quotes are only valid for a specified period, keeping requests up-to-date.
6. Product Viewed
Displays a list of products the customer has viewed before submitting the quote request.
- Use this information to understand customer preferences and recommend additional products.
3. Update quote
- You can add and delele and change quantity of products in quote in Products.
- Update your offer price by change price of each product, add tax, discount and shipping rate.
- Due date is when your offer expires. This date will show up in email and quote PDF that you send to your customer.
Congrats!
You've finished exploring Submission List. You can explore yourself for more customization of your own store.
Updated on: 28/07/2025
Thank you!