> For the complete documentation index, see [llms.txt](https://duos-b2b-documentation.gitbook.io/duos-b2b-wholesale/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://duos-b2b-documentation.gitbook.io/duos-b2b-wholesale/quotation/quotes-in-customer-account.md).

# Quotes in Customer Account

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

<figure><img src="/files/v5tlNkucQYFl49iRgaV6" alt=""><figcaption></figcaption></figure>

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:

<table data-header-hidden><thead><tr><th width="151.18359375"></th><th width="193.859375"></th><th></th></tr></thead><tbody><tr><td><strong>App admin</strong></td><td><strong>Customer Account</strong></td><td><strong>Description</strong></td></tr><tr><td>unread</td><td>Under Review</td><td>Quote submitted, awaiting merchant review</td></tr><tr><td>read</td><td>Under Review</td><td>Quote submitted, awaiting merchant review</td></tr><tr><td>replied</td><td>Pricing provided</td><td>Merchant has provided quote pricing and sent quote</td></tr><tr><td>Accepted</td><td>Accepted</td><td>Buyer accepted and quote is ready to convert to order</td></tr><tr><td>Rejected</td><td>Rejected</td><td>Quote rejected by buyer</td></tr><tr><td>trashed</td><td>N/A</td><td>Not show trashed quotes to buyers</td></tr></tbody></table>

## Quote details

Click on each quote to go to the detail page of the quote.&#x20;

<figure><img src="/files/IUZmzoWFdw4mxvQ7HHP3" alt=""><figcaption></figcaption></figure>

Action menu provides appropriate options based on quote status:

| **Status**       | **Available actions**                                            |
| ---------------- | ---------------------------------------------------------------- |
| All statuses     | <ul><li>View only</li></ul>                                      |
| Under review     | <ul><li>View onlu</li></ul>                                      |
| Pricing provided | <ul><li>View</li><li>Accept quote</li><li>Reject quote</li></ul> |
| Accepted         | <ul><li>View</li><li>Create order</li></ul>                      |
| Rejected         | <ul><li>View</li></ul>                                           |

{% hint style="info" %}
Actions for quotes are also depend on the B2B customer's role & permission within the company location. Learn more about [Role & permission](/duos-b2b-wholesale/company-members-and-roles/roles-and-permission.md)
{% endhint %}

### 👉 How to add Quotes to Customer Account

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

<figure><img src="/files/Yz09hPq5Bt5VEPY8mmk5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/PKT6754agaV4rZEkgiLS" alt=""><figcaption></figcaption></figure>

3. Click Save

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

<figure><img src="/files/oBGLynnSnmHDg5AikQWA" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
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.&#x20;
{% endhint %}

<figure><img src="/files/AxSMGEWk4VnSlpyIMLeg" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://duos-b2b-documentation.gitbook.io/duos-b2b-wholesale/quotation/quotes-in-customer-account.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.