Quote management

Submission list

After B2B customers submitted quotes, all submitted quotes will appear on this page. From here, you can see all quote requests in one place, and you can search and filter them by customer name, company, Quote ID, or the date they were created.

Quote status

A quote status shows where it is in the process, from the first offer to a final order. These statuses represent the steps in your sales process and show a quote's progress. The status of a quote determines what actions can be performed on it.

Duos B2B comes with some pre-set quote statuses.

Status		Available actions
unread	Quote submitted by buyer	View/Edit/Send quote
read	Merchant view/edit quote details	View/Edit/Send quote
replied	Merchant send quote with price	View only
accepted	Buyer accepts quote	View only
rejected	Buyer rejected quote
trashed	Merchant deletes quote

Quote details

Click on each quote to go to the detail page of the quote.

The quote detail page gives you a full look at a customer's quote request. This is where store owners can easily review, change, and manage quotes.

• View product info, SKUs included:

• View customer info:

• Edit product item including price and quantity:

• After updating your offer, send this quote with custom pricing and quantity back to customer:

• Customer will receive a notification email and your offer will be updated to the quote list on Customer Account page.