Orders | Quote Requests
Customers can ask for pricing on bigger jobs before buying. Review quote requests, then convert them into draft orders — or decline with a click.
Quote requests let customers — typically trade or bulk buyers — ask for pricing before committing. A hotel fitting out forty rooms does not add forty beds to a cart; it asks for a quote. You handle the conversation here, under Orders → Quote Requests.
The queue
Requests are listed with the customer, their company (when they buy for one), the item count, status and date. Tabs split the queue into Pending, Converted and Declined — Pending is your to-do list. Search by quote number to find a specific request.
Handling a request
Open a request to see everything the customer sent:
Customer message — what they are trying to do, in their words (project scope, delivery deadlines).
Requested items — the products and quantities they want priced.
Then decide:
Create draft order — converts the request into a draft order with the items pre-filled. Apply your negotiated pricing, send it to the customer, and the quote moves to Converted when they accept.
Decline — for requests you cannot serve. Declining closes the request cleanly and the customer is informed.
Tips
Speed wins quotes: trade buyers usually ask several suppliers at once. Aim to respond within a working day.
Check the customer's company record before pricing — they may already have a catalogue with negotiated rates to honour (see B2B | Catalogs & Price Lists).
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