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.
The next series of settings will allow you to configure how Quotes can be used in your store.
Each of these settings has a helpful tooltip to provide more information on what it controls.
Quote Permissions allow the Admin to configure what they would like the Customer to be able to modify after a Quote is submitted
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.
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
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.
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
Updated 4 days ago