Magento 2 Quote SystemMagento 2 Quote System
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Live Demo
Buy Now
Support
  • Getting Started

    • Introduction
    • Requirements
    • Installation
    • Activate & Connect
  • Configuration

    • Overview
    • General
    • Product Display
    • Button & Cart
    • Conversation
    • Workflow
    • Attachments
    • Dynamic Form
    • Email
  • Using the Extension

    • Enable a Product
    • Requesting a Quote
    • The Quote Cart
    • Guest Quotes
    • My Quotes
    • Managing Quotes in Admin
    • Conversation
    • Purchasing a Quote
    • GraphQL API
  • Help

    • Troubleshooting
    • FAQ

My Quotes

Signed-in customers track their requests under My Account → My Quotes.

The list

One row per request:

ColumnMeaning
Quote #The reference number
NoteThe message they sent with the request
Quote TotalThe total, at the offered prices once you have made an offer
StatusWhere the request stands
Order #The order it became, once purchased
Order StatusThat order's status
Submitted AtWhen it was sent
UnreadConversation messages the customer has not read
Expiry AtWhen an approved quote stops being valid
ActionView

The detail page

Opening a quote shows its status, date, and any linked order, then a table of the lines:

ColumnMeaning
Product NameWith options, custom-field answers and the line note
SKU
Original PriceYour catalogue price
Requested Price / Requested QtyWhat the customer asked for
Offered Price / Offered QtyWhat you came back with
Subtotal

Below the table: the request note, the comment history, and any attachments.

Putting the original, requested and offered prices side by side is deliberate — the customer can see exactly what moved.

Statuses

StatusMeaning
Pending VerificationSubmitted, waiting for the emailed code
PendingWith you, not yet looked at
ProcessingYou are working on it
ApprovedYou have made an offer the customer can buy
DeclinedYou are not quoting for this
OrderedBought — the order is linked
ExpiredThe offer ran out

Actions

ButtonWhen it appears
Proceed to PurchaseThe quote is approved
View OrderThe quote has become an order
ConversationConversation is enabled — with a badge for unread messages

See Purchasing a Quote for what happens next.

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Guest Quotes
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Managing Quotes in Admin