The Customer Quote Page (Buyer's View)
This guide explains what your buyers see and can do on the Quote page in their customer account — useful to know before you advertise quote-based selling, and when guiding a customer over email or phone.
What the buyer sees
Section titled “What the buyer sees”Once the Quote page is enabled, a signed-in customer finds a Quote entry in their account menu. From there they can:
- Request a quote (RFQ) — pick products and quantities and submit the request to you.
- See every quote you’ve sent them, with lines, prices, totals, and validity dates.
- Respond to a quote — accept, negotiate (counter), or decline.
- Download the quote PDF.
- Pay — after you convert an accepted quote to a draft order, they follow the invoice link to checkout.
The buyer’s flow, step by step
Section titled “The buyer’s flow, step by step”1. Buyer submits an RFQ
Section titled “1. Buyer submits an RFQ”- The buyer opens Quote in their account.
- They add products and quantities to a request.
- They submit it — the request appears in your Quotes inbox as New RFQ.
2. You send the quote
Section titled “2. You send the quote”You build and send the offer — see Create and send a quote. The buyer receives an email (see Buyer email templates) with a link back to the quote.
3. Buyer responds
Section titled “3. Buyer responds”On the quote page the buyer chooses:
- Accept — the quote status becomes Accepted on your side.
- Negotiate — they send a counter-offer (message + requested changes). The quote becomes Negotiating and the latest round appears in your timeline.
- Decline — the quote becomes Rejected.
4. You convert and they pay
Section titled “4. You convert and they pay”After you convert the accepted quote to a draft order, the buyer pays via the invoice link. When checkout completes, the quote shows as Converted for both of you.
Expiry
Section titled “Expiry”If the buyer doesn’t respond before the Valid until date, the quote expires on both sides (Expired). Send a fresh quote to reopen the deal — see Manage quotes.
Tips for merchants
Section titled “Tips for merchants”- Add the quote email link variable (
{{linkUrl}}) to your buyer emails so buyers always have a one-click way back. - Keep quote validity short (7–14 days) for time-sensitive pricing; use longer windows for contract-style deals.
- Buyers not seeing the Quote page? Re-check the two setup steps in the Quotes overview.