## Zoho Commerce Help Documentation Index Access the complete documentation index at: https://www.zoho.com/en-fr/commerce/help/llms.txt Use this file to discover all available documentation pages before proceeding. # Quotes The Quotes module lists all quote requests submitted by customers through your online store. Once a customer raises a request for quote, it appears in this module where you can review and send back a quote. The customer’s decision to accept or reject the quote is then updated directly in the module, keeping your sales process organized and transparent. **Note:** Ensure that **Quote Requests** is enabled in the **Online Store Preferences** to receive quote requests from customers. The **Quotes** landing page lists two tabs: the **Pending Quote Requests** and **Quotes**. * **Pending Quote Requests** - This tab lists all the quote requests received from customers that are yet to be reviewed. * **Quotes** - This tab lists all the quotes that are sent to the customers. ![Pending Quote Requests and Quotes tabs](/commerce/help/quotes/Pending%20quote%20request%20list.png) ## Quote Requests The Quote Request feature allows customers to request a custom quote for items in your online store. Once submitted, each request appears in the **Pending Quote Requests** tab, where you can review and respond with a suitable quote. **Scenario:** Patricia, a wholesale supplier sells industrial equipment in bulk. Brandon, a retailer visiting their online store is interested in purchasing a large quantity of items but wants a discounted price based on the order volume. Instead of paying the listed price, the retailer submits a quote request through the online store. Patricia reviews the request, evaluates the quantity, and responds with a customized quote offering a bulk discount. Brandon accepts the quote, which is then converted into a sales order and fulfilled. To review a quote request, 1. Select the pending quote request. ![Pending Quote Request list](/commerce/help/quotes/Pending%20Quote%20Request.png) 2. In the _Quote Request_ details page, the item and customer details will be listed. ![Accept or reject quote request](/commerce/help/quotes/Accept%20or%20reject%20quote%20request.png) 3. Click **Accept & Create** to create a quote for the received quote request. (Or) Click **Reject** to reject the quote request. 4. Once you accept to create a quote, you will be redirected to the _New Quote_ page. 5. In the _New Quote_ page, enter the **Rate** for the items in the _Item Table_. 6. Click **Save and Send**. ![New quote creation](/commerce/help/quotes/New%20quote%20creation.png) 7. Click **Send**. ![Quote email sent to customer](/commerce/help/quotes/quote%20email.png) The quote will be sent to the customer to the provided email address. ## Quotes The Quotes tab in Zoho Commerce is where you manage all quotes sent to customers in response to their quote requests. Once a quote is sent, customers can accept or reject it, and their response is instantly reflected in the tab, helping you track and manage every quote efficiently. * Once the quote is viewed by the customers, it will be updated with an eye icon next to the _Quote Number_. * Hover over the eye icon to view the details such as the date and time when the customer has viewed the quote. * The status of the quote is also updated as **Accepted** or **Declined**. ![All Quotes with Accepted and Declined status](/commerce/help/quotes/All%20Quotes.png) ### Convert Quote to Sales Order Zoho Commerce allows you to convert an accepted quote into a sales order with just a few clicks. All the details from the quote are automatically populated in the sales order, saving you time and ensuring accuracy. To convert a quote to sales order, 1. Select the accepted quote. 2. In the _Quote_ details page, click **Convert to Sales Order**. You will be directed to the [_New Sales Order_](https://www.zoho.com/en-fr/commerce/help/orders/) page. ![Convert quote to Sales Order](/commerce/help/quotes/Convert%20quote%20to%20sales%20order.png) 3. In the _New Sales Order_ page, click **Save as Draft** to save the sales order in draft state. ![New Sales Order creation](/commerce/help/quotes/New%20sales%20order%20creation.png) ### Other Actions There are a few other actions that can be performed on a quote, such as * [Edit a Quote](/en-fr/commerce/help/quotes/#Edit-a-Quote) * [Print a Quote](/en-fr/commerce/help/quotes/#Print-a-Quote) * [Mark as Declined](/en-fr/commerce/help/quotes/#Mark-as-Declined) * [Delete a Quote](/en-fr/commerce/help/quotes/#Delete-a-Quote) * [Add Comments](/en-fr/commerce/help/quotes/#Add-Comments) * [Bulk Update](/en-fr/commerce/help/quotes/#Bulk-Update) #### Edit a Quote In certain cases, the expired quotes can be edited to extend the expiration date and send a revised quote again to the customer. **Note:** Accepted quotes cannot be edited. 1. Navigate to the **Quotes** module. 2. Click the **Quotes** tab and select the expired quote. 3. In the _Quote_ details page, click **Edit** to edit the quote. ![Edit quote](/commerce/help/quotes/edit-quote.png) 4. In the _Edit Quote_ page, make the necessary changes and click **Save and Send** to sent the revised quote to the customer. ![Editing a quote](/commerce/help/quotes/editing-quote.png) #### Print a Quote You can either download the quote in PDF or print the quote. To download a quote, 1. Navigate to the **Quotes** module. 2. Click the **Quotes** tab and select the required quote. 3. In the _Quote_ details page, select **PDF** from the PDF/Print dropdown. (Or) Select **Print** from the PDF/Print dropdown to print the quote. The quote will be downloaded in PDF or printed based on the selection. ![Print or download quote as PDF](/commerce/help/quotes/print-pdf.png) #### Mark as Declined To decline a quote, 1. Navigate to the **Quotes** module. 2. Click the **Quotes** tab and select the required quote. 3. In the _Quote_ details page, select **Mark as Declined** from the more options list. ![Mark quote as Declined](/commerce/help/quotes/decline%20quote.png) The quote will be marked as declined. #### Delete a Quote To delete a quote permanently, 1. Navigate to the **Quotes** module. 2. Click the **Quotes** tab and select the required quote. 3. In the _Quote_ details page, select **Delete** from the more options list. 4. In the confirmation popup, click **OK** to delete the quote. The quote will be deleted permanently and you will not be able to retrieve it. ![Delete quote](/commerce/help/quotes/delete-quote.png) #### Add Comments To add comments to a quote, 1. Navigate to the **Quotes** module. 2. Click the **Quotes** tab and select the required quote. 3. In the _Quote_ details page, click the **Comments** icon in the top right corner. ![Comments icon](/commerce/help/quotes/comment.png) 4. In the _Comments_ pane displayed on the right side, enter the comment for the quote. 5. Check **Display in Portal** to display the comment in the customer portal 6. Click **Add Comment**. The comment will be added to the quote and will be reflected in the customer portal. ![Add comment to quote](/commerce/help/quotes/add-comment.png) #### Bulk Update To bulk update the quotes, 1. Navigate to the **Quotes** module and click the **Quotes** tab. 2. Enable the checkbox in the header to select all the listed quotes. 3. Click **Bulk Update** to update the quotes in bulk. ![Bulk Update quotes](/commerce/help/quotes/bulk%20update.png) 4. In the _Bulk Update Quotes_ popup, **Select a field** that you want to update from the dropdown and enter the value to be updated in the chosen field. 5. Click **Update** to update the field value for all the selected quotes. ![Bulk Update quotes](/commerce/help/quotes/bulk-update-quotes.png)