Quotes

Quotes
The purpose of the quotes section is to provide a method for managing customer requests for custom jobs. For example, a buyer might want to make a bulk order of some sort of widget with the company's logo emblazoned on the side.

Customers and shop administrators alike can create new requests for quotes. Customers perform this action in the "B2B Account" section of the user profile, whereas administrators can do the same from the "Quotes" section of the Ellipsis panel.

Having created a new quote, customers are able to add products to quotes from the product description page, as are admins from the product administration page.

Customers and admins can capture order details in a structured thread that is linked to the quote.

Once satisfied with the order detail, an admin may convert the quote to a custom product, which is only made available for purchase to members of the originating customer's company.