| b2b_only | title | redirect_to |
|---|---|---|
true |
Configuring Quotes |
The quote configuration determines the minimum required order amount for quote requests, the quote lifetime, and the supported file formats for attached files.
The ability to:
{: .buttons-table }
| Button | Description |
|---|---|
| Send | Sends the updated quote as a reply to the buyer’s inquiry. This button is disabled if the seller is waiting for a reply from the buyer. |
| Back | Returns to the Quotes page without saving changes. |
| Sends the quote to a printer or saves it as a PDF file. | |
| Save as Draft | Saves any changes made to the quote, but does not send it back to the buyer. |
| Decline | Declines the request to negotiate prices, either on the initial inquiry, or during ongoing negotiations. When a quote is declined, the seller should add a comment to explain the decision. When a quote is declined, all negotiated prices are reset to the original values. This button is disabled while the seller is waiting for a reply from the buyer. |
Configuration options for quotes are available for B2B only and are controlled using the [Role Resources]({% link system/permissions-role-resources.md %}). These role resources must be set for the Admin [User Role]({% link system/permissions-user-roles.md %}) that is assigned to the store administrator. To grant access to quote functions in the Admin, go to System > Permissions > User Roles, select the role, and navigate to Sales > Operations > Quotes in the Role Resources tree.
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On the Admin sidebar, go to Stores > Settings > Configuration.
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In the left panel, expand Sales and choose Quotes.
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Expand  the General section and do the following:
{: .zoom} [General]({% link configuration/sales/quotes.md %})
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Enter the Minimum Amount in the shopping cart that must be met before a request for a quote can be submitted.
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For Minimum Amount Message, enter the message that you want to appear when the shopping cart total does not meet the minimum required amount.
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For Default Expiration Period, enter the number of days, weeks, or months that a quote is to remain valid.
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Expand  the Attached files section and do the following:
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For File formats for upload, enter the suffix of each file type that you support for files that are attached to a quote.
Enter each file suffix in lowercase, and separated by a comma.
By default, the following formats are supported: doc, docx, xls, xlsx, pdf, txt, jpg, png, and jpeg
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For Maximum file size, enter the maximum size of an attached file in megabytes.
The value you enter might be overridden by the server setting.
{: .zoom} [Attached Files]({% link configuration/sales/quotes.md %})
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When complete, click Save Config.