Quotes

Request and track quotes from the cart, then accept and convert them into orders.

The Quotes section supports purchasing scenarios where pricing or order conditions may need to be negotiated. Customers can submit quote requests from the shopping cart and track them here. Each quote shows its current status and the proposed offer. After a merchant responds, the customer can review the proposal, accept it, request changes, or decline it. An accepted quote can be converted into an order and processed through the standard checkout flow.

Quotes list view

For an example of the full quote lifecycle from cart to order, see Quotes.

Quote business model

Each quote is associated with a business model that must match the customer type:

• Business customer (assigned to a company) — B2B

• Private customer — B2C

The storefront and Management Dashboard use this alignment so quote data and pricing stay consistent for the customer who created or received the quote.

Creating, updating, and accepting quotes

B2B customers

A B2B customer who is assigned to one or more companies can create, update, and accept quotes from the storefront when logged in. Quote creation completes successfully, and the quote is linked to the company context the customer is acting on behalf of.

In the Management Dashboard, the quote shows the related company, so merchant employees can see which legal entity the request belongs to when reviewing and approving it.

If the customer is assigned to multiple companies, they use the company switcher on the dashboard to select the company before requesting or managing quotes for that organization.

B2C customers

A B2C customer (private customer, not assigned to a company) can create, update, and accept quotes from the storefront when logged in. The quote uses the B2C business model and is linked to the individual customer account rather than a company.

In the Management Dashboard, the quote is associated with the customer record. No company is displayed, because the request is not tied to a legal entity.

Logged-out users

Quote actions require an authenticated session. When the user is not logged in, the Request a Quote button in the cart is unavailable. The customer must sign in before they can request a quote from the storefront or access the Quotes section in their account.