Setting Up Quotes
To set-up Quotes on your store, navigate to Quotes > Quotes Settings
###Get started by setting Enabled to Yes
Then continue through the below sections to configure your preferences.
Access Restriction Settings
The next series of settings will allow you to configure how Quotes works for all customers, or if it works differently for specified customer groups.
Learn more about Quote Access Restriction
Quote Permissions allow the Admin to configure what they would like the Customer to be able to modify after a Quote is submitted
Learn more about Quote Permissions
The Quote creation settings control the behavior of the Submit Quote page on the front-end of your store.
Learn more about Quote Creation Settings
The Quote Management settings determine how Quote Statuses, Quote Expiration & Reminders, and Quote Change Requests are handled.
Learn more about Quote Management Settings
Quote ID settings allow you to build custom Quote IDs by specifying a Prefix and Next Quote ID used (sequentially)
Learn more about Quote IDs
Quote Email Settings
Quote email settings allow the admin to enable and configure different automated emails sent during the Quote Workflows.
Learn more about Quote Email Settings and Templates
Adding Links to "My Quotes" in My Account
When enabled, Quotes will add links to your My Account menus.
MY QUOTES ONLY WORKS WITH NEWER MY ACCOUNT PAGES IN THE VDE
Learn more about creating and editing My Account Pages in the Visual Design Editor
Updated over 3 years ago