Price Negotiation

Enable customers and sales teams to negotiate prices within quotes.

Negotiation Flow

Customer Request → Admin Pricing → Customer Review → Counter/Accept → Final Agreement

Customer Actions

Request Quote

1. Add products to cart
2. Click "Request Quote"
3. Add notes and requirements
4. Submit quote

Counter-Offer

When receiving admin pricing:

1. Review proposed prices
2. Click "Counter Offer" on items
3. Enter desired price
4. Submit counter-offer

Accept Quote

1. Review final pricing
2. Click "Accept Quote"
3. Proceed to checkout

Admin Actions

Review Quote

1. Open quote from Sales >B2B Quotes
2. Review customer requirements
3. Assess requested products

Set Pricing

Respond to Counter-Offer

1. Review customer's counter-offer
2. Accept, reject, or propose new price
3. Add message explaining decision

Negotiation Settings

Negotiation behavior is controlled by a few key settings:

• Enable negotiation engine:
  • b2bquote/pricing/negotiation_enabled
• Allow customer counter offers:
  • b2bquote/frontend_settings/allow_counter_offer
• Hide/show prices in frontend quote views:
  • b2bquote/frontend_settings/show_prices

See:

• Settings Reference

Communication

Messages

Both parties can send messages:

1. Open quote
2. Go to "Messages" tab
3. Type message
4. Click "Send"

See Messaging for configuration and best practices.

Attachments

Share documents:

• Specifications
• Contracts
• Bulk order requirements
• Custom configurations

See Attachments for upload rules and configuration.

Price Display

For Customers

For Admins

Negotiation Best Practices

1. Set Clear Limits: Define minimum acceptable margins
2. Use Pricing Rules: Automate standard discounts
3. Communicate Clearly: Explain pricing decisions
4. Track History: Review past negotiations
5. Set Deadlines: Use quote validity periods

Related

• Quote Lifecycle
• Pricing Rules
• Messaging
• Attachments
• Quote Management