Quotes

A Quote is a legally binding offer between a Buyer and Seller that is an outcome of a request for a Quote. The usual workflow is as follows:

1. In their storefront, a Buyer adds Products Variants to the Cart for which a Quote is to be requested. The Cart serves as a container for the Quote.

2. The Buyer then sends the request for a Quote to the Seller.

3. As a Seller, you can view the incoming Quote Request and decide whether to accept or reject it. If accepted, you can prepare and finalize the Quote from the Merchant Center.

   Once a Quote is finalized by the Seller, no further changes are possible. At this point, the Seller must inform the Buyer about the new Quote. To do this, Sellers can implement a Subscription to listen for this change and notify the Buyer.

4. The Buyer is notified of the Quote and can then accept, reject, or renegotiate the Quote. An accepted Quote is then turned into an Order.

Quotes interface

Final Quotes

Displays a list of Quotes that have been finalized, as well as Quotes in various stages of renegotiation. Quotes are assigned one of the following statuses:

Draft Quotes

Quote Requests

Displays a list of Quote Requests with one of the following statuses:

Create a Quote

To create a Quote, do the following:

1. In the Merchant Center main menu, go to Orders > Quotes, then click the Quote Requests tab.
2. Select a Quote Request with the status New Request, then click Accept.
   Rejecting a Quote Request ends the negotiation, and no further action is possible.

3. In the dialog that appears, click Create quote.

4. Choose one of the following options:

   • If you need to edit the terms of the Quote, see Edit a Quote.
   • If you want to discard your changes and create a new Quote draft instead, click Start a new draft.
   • If you agree to the terms of the Quote, click Save > Finalize quote, and then confirm your request.
     Once a Quote is finalized, no further changes are possible. At this point, you can send the new Quote to the Buyer.

Renegotiate a Quote

To renegotiate a Quote, do the following:

1. In the Merchant Center main menu, go to Orders > Quotes, then click the Final Quotes tab.
2. Click a Quote with the status Renegotiation Requested.
3. Review the Quote and comments left by the Buyer, then click Work on renegotiation.

1. When you're finished with your changes, click Finalize quote and then confirm your request.
   Once finalized, the status changes to Renegotiation Addressed, and you can send the Quote to the Buyer for review. No further changes to the Quote are possible.

Edit a Quote

1. In the Create quote pane, you can optionally do the following:
   • In the Notes section, you can add a note for the Buyer.
   • In the Items and discount section, you can add Line Items, adjust quantities, and select the type of Discount to be applied:
     • quote level discount: discounts the entire Cart by a percentage.
     • line item level discount: discounts Line Items by an absolute amount or relatively (rounded half down in favor of the Buyer).
       The Discount is calculated on the net price (without tax) of the Line Item.
     Applying a Discount overwrites any existing Cart Discount from the Quote list and removes gift Line Items added with the Cart Discount.

     
   • In the Shipping info section, you can apply a relative or absolute Discount on the Shipping Method.
     The shipping cost displayed can include taxes depending on the Tax Category configured for the Products. A breakdown of the estimated taxes is displayed in the Quote summary section.
   • In the Expiration date section, you can add an expiration date for the Quote.
   • In the Custom fields section, you can add Custom Fields to the Quote.
2. To finish, click Finalize quote. A confirmation dialog appears, with the following options:
   • Do later: saves the Quote draft. You can access the draft from the Draft quotes tab.
   • Finalize quote: locks the Quote from further changes. You can implement a Subscription to listen for this change and send the new Quote to the Buyer.