BETA

Quotes overview

Overview about the Quotes feature and use of related API endpoints in the intended workflow.

Definitions

Buyer

A Buyer is a representative of the organization that wants to purchase goods or services from your shop. Buyers are represented as Customers.

Seller

The Seller offers goods or services in your shop to Buyers for a negotiable price. For this, the Seller accepts requests for offers.

Quote Request

A Quote Request is the starting point of the negotiation process between a Buyer and the Seller with which the Buyer expresses a request for an offer from the Seller.

The Quote Request cannot be changed by the Buyer after submitting.

Staged Quote

A Staged Quote is an offer that the Seller makes to a Buyer in case the Seller accepts a Quote Request from that Buyer.

Quote

A Quote is the legally binding output of a negotiation process between a Buyer and the Seller.

A Quote cannot be changed after it is sent to the Buyer.

Intended workflow

  1. A Buyer starts the process by creating a Cart and adding the Line Items for which the quote is requested.

  2. Then the Buyer creates a Quote Request with this Cart and submits it to the Seller.

  3. The Seller has the option to either reject, or accept the Quote Request. In case they accept, they start preparing a Staged Quote), to which quotationCart they can add or remove Line Items, or change their quantities, and to add discounts:

    • either add a DirectDiscount to the Staged Quote's quotationCart as a whole or to specific line items,
    • or use Cart Discounts on the Staged Quote's quotationCart.

    Do not use Cart Discounts and DirectDiscounts on the same Staged Quote, decide for one of the options.

  4. Additionally, the Seller can set an expiry date, add a comment, and additional information that may be stored on Custom Fields.

  5. Once the offer is ready to be sent, the Staged Quote is turned into a Quote that is legally binding.

  6. The Quote is sent to the Buyer, who can either accept or reject the it. If the Buyer accepts the Quote, it is then turned into an Order, whereas if they reject it, the process ends without an Order.

Constraints

  • Only Buyers are allowed to cancel Quote Requests while they are in Submitted state.
  • Staged Quotes cannot be created from Quote Requests that are Rejected, Cancelled or Closed.
  • Closed Staged Quotes can not be used to create a Quote.
  • Quotes can not be created from Staged Quotes which are Sent or InProgress.