The Quote Cart
The quote cart is where a shopper reviews what they have collected and sends the request. It is separate from the shopping cart, and reached from the quote-cart icon in the header.
What is on the page
The items table — one row per product, with:
| Column | Editable |
|---|---|
| Item | The product, its options, any custom-field answers, and a note |
| Price | Yes — the price they are asking for |
| Qty | Yes |
| Subtotal | Calculated |
Each row has Update item and Remove item. Below the table, Clear Quote empties it and Update Quote saves all the edits at once.
The summary panel — the subtotal and quote total, then the details needed to send the request:
- Email Address, First Name and Last Name — for guests only; signed-in customers are known already
- Note — a message covering the whole request
- Attachments — if you have enabled them
- Submit Quote
Sending the request
Clicking Submit Quote sends it. What happens next depends on your verification settings:
Either way the shopper lands on a confirmation page showing their quote request number — the reference for everything that follows.
After submitting
The quote cart is now empty and the request has moved to My Quotes in the customer's account (or, for a guest, to a link emailed to them). A shopper can start a new quote cart straight away; the two do not interfere.
Tips
The header quote-cart icon shows a live count and a dropdown listing what is in the cart with the requested prices, so shoppers can check it from any page without navigating away.
