Request for quote

If quotes are enabled in the Sales features configuration, an authorized buyer from a company can initiate the price negotiation process by requesting a quote from their shopping cart.

 

Customer quote request experience

1. The customer logs in to their user account as a buyer with permission to request a quote.

2. Adds the products that they want to be included in the quote to the shopping cart.

3. Clicks Request a Quote.

4. In the Add your comment box, enters a brief note that describes the request.

5. Enters a Quote Name.

6. If needed, attaches a supporting document or image to the quote:

•  Clicks Attach file.

•  Chooses the file from their system.

By default, an attached file can be up to 2 MB, in any of the following file formats: DOC, DOCX, XLS, XLSX, PDF, TXT, JPG or JPEG, PNG.

7. Clicks Send Request.