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Requesting a Quote — Customer Guide

Requesting a Quote — Customer Guide

Applies To: [ All Licenses ]

Overview

This article explains how customers submit a quote request for products or services that require a custom price, and what happens after the request is submitted.

When to Request a Quote

A quote is appropriate when:

  • A product is configured as Quotable rather than directly orderable

  • You need a custom quantity, size, or specification not covered by the standard calculator

  • You want a price estimate before committing to an order

Submitting a Quote Request

  1. Browse to the product you want a quote for.

  2. Configure your options using the product calculator.

  3. Instead of Add to Cart, you will see a Request a Quote or Get a Quote button. Click it.

  4. Fill in any additional details or notes requested by the store.

  5. Click Submit Quote Request.

  6. You will receive a confirmation on screen and by email. The quote will appear in your account dashboard under order history with a status of Quote.

What Happens Next

After submitting a quote request, the store will review it and respond with pricing. You will be notified by email when your quote is ready.

To view your quote once it is ready:

  1. Log in and go to My Account > Order History.

  2. Find the quote in your list (status: Quote).

  3. Click the quote number to view the pricing details.

  4. If you wish to proceed, the store can convert the quote to a live order. Contact the store or click any available Approve or Place Order button if shown.

Notes / Tips

  • Quotes do not reserve inventory or guarantee pricing beyond the expiry date shown on the quote.

  • If you need to modify a quote request after submission, contact the store directly.

  • Administrators can manage and convert quotes from the admin panel. See Quoting and Converting to Order.

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