Quote Management
Manage customer quotes from the admin panel.
Screenshot placeholder: quotes grid
File:./_screenshots/admin-quotes-grid.png
Quote Grid
Sales > B2B Quotes > Quotes
Grid Columns
| Column | Description |
|---|---|
| Quote ID | Unique identifier |
| Customer | Customer name and email |
| Company | Customer's company |
| Status | Current quote status |
| Items | Number of line items |
| Subtotal | Quote total value |
| Created | Submission date |
| Updated | Last modification |
| Assigned To | Responsible admin |
| Expires | Validity end date |
Filtering
Filter quotes by:
- Status
- Customer
- Date range
- Assigned admin
- Subtotal range
- Store view
Mass Actions
| Action | Description |
|---|---|
| Assign | Assign to admin |
| Change Status | Bulk status update |
| Delete | Remove quotes |
| Export | Export to CSV |
| Merge | Merge selected quotes (if enabled/allowed) |
Quote Detail View
Screenshot placeholder: quote detail view
File:./_screenshots/admin-quote-view.png
Quote Information
| Tab | Contents |
|---|---|
| Overview | Summary, customer, totals |
| Items | Line items with pricing |
| Messages | Communication history |
| Attachments | Uploaded files |
| History | Status changes, actions |
| Revisions / Compare | Revision history and comparisons (if enabled) |
Editing Quote Items
- Open quote
- Go to "Items" tab
- Click "Edit" on item
- Modify quantity, price, or discount
- Save changes
Adding Items
- Click "Add Products"
- Search and select products
- Set quantities
- Apply pricing
- Save
Bulk Import/Export (Items)
The module includes item-level bulk operations to speed up editing:
- Bulk export generates a CSV with
sku,qty,price,notes - Bulk import accepts CSV upload or pasted CSV text and supports modes like “add” vs “overwrite”
These are intended for quickly editing quote items, and are separate from the CSV import/export add-on (which can import entities like statuses, tags, transitions, projects, etc.).
See:
Setting Prices
| Method | Description |
|---|---|
| Custom Price | Enter specific price per item |
| Discount % | Apply percentage discount |
| Discount Amount | Apply fixed discount |
| Apply Rules | Use pricing rules |
Quote Actions
Approve Quote
- Review items and pricing
- Click "Approve"
- Add optional message
- Confirm
Reject Quote
- Click "Reject"
- Select rejection reason
- Add explanation
- Confirm
Request Information
- Click "Request Info"
- Enter questions
- Send to customer
Convert to Order
After customer accepts:
- Click "Convert to Order"
- Review order details
- Complete order creation
Merge & Split
Admins can also merge/split quotes depending on your configuration and permissions.
See:
PDF Export
Admins can generate quote PDFs and (depending on UI) mass-export PDFs.
See:
Communication
Sending Messages
- Go to "Messages" tab
- Type message
- Click "Send"
- Customer receives email notification
Viewing History
- Go to "History" tab
- View all actions and status changes
- Filter by date or type
Attachments
Viewing Attachments
- Go to "Attachments" tab
- Click file to download
- View file details
Adding Attachments
- Click "Add Attachment"
- Upload file
- Add description
- Save
Quote Assignment
Manual Assignment
- Open quote
- Select admin from dropdown
- Save
Automatic Assignment
Configure workflow rules for auto-assignment based on:
- Customer group
- Quote value
- Product categories
- Round-robin distribution
Reports
Reports > B2B Quotes
| Report | Description |
|---|---|
| Quote Summary | Total quotes by status |
| Conversion Rate | Quotes converted to orders |
| Average Value | Average quote amounts |
| Response Time | Time to first response |
| By Sales Rep | Performance by admin |