Quotes in Customer Account

After B2B customers submitted quotes, their submitted quotes will also appear on this page.

B2B customers can filter quotes by quote status, this table will describe how the quote status from what B2B customers see on Customer Account matching with quote status in app:

App admin	Customer Account	Description
unread	Under Review	Quote submitted, awaiting merchant review
read	Under Review	Quote submitted, awaiting merchant review
replied	Pricing provided	Merchant has provided quote pricing and sent quote
Accepted	Accepted	Buyer accepted and quote is ready to convert to order
Rejected	Rejected	Quote rejected by buyer
trashed	N/A	Not show trashed quotes to buyers

Quote details

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

Action menu provides appropriate options based on quote status:

Status	Available actions
All statuses	View only
Under review	View onlu
Pricing provided	View Accept quote Reject quote
Accepted	View Create order
Rejected	View

Actions for quotes are also depend on the B2B customer's role & permission within the company location. Learn more about Role & permission

👉 How to add Quotes to Customer Account

1. Navigate to Shopify admin > Settings > Checkout, then choose Customize to open Checkout and Customer account editor

1. Go to the app section and select to add Quotations extensions:

1. Click Save

• Customers can access to this page to manage all quotes that they submitted, on Customer Account

You can also add another touchpoint that can navigate to the Quotation page from Customer Account menu which makes it easier for B2B buyers to access the tool.