Quote Customer Permissions

Quote Permissions allow the Admin to configure what they would like the Customer to be able to modify after a Quote is submitted

Default Settings

In Quotes > Quote Settings > Customer Permissions you can specify the default permission scheme for quotes.

  • Allow Customers to Edit Addresses
  • Allow Customers to Edit Items
  • Allow Customers to Edit Shipping Method
  • Allow Customers to Add Comments
  • Allow Customers to Change Quote Name
  • Allow Customers to Convert to Order Multiple Times

Default permissions can be changed on each quote.

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Individual Quote Permissions

Default permissions apply to the quote unless otherwise specified in the "Settings" section found by clicking "Settings" in the top-right corner of the "Information" section. All the settings above are available for override on the individual Quote.

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