Configuring Quotes

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The quote configuration determines the minimum required order amount for quote requests, the quote lifetime, and the supported file formats for attached files.

Role resources for quotes

The ability to:

  • Decline
  • Print
  • Save as Draft
  • Send
  • View

a quote is controlled via settings in Role Resources. These role resources must be set for the User Role that the admin user is under.

Configure quotes

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the sidebar on the left, expand the Sales section. Then, choose Quotes.

  3. Expand Expansion selector the General section. Then, do the following:

    Sales quotes configuration - general General

    • Enter the Minimum Amount in the shopping cart that must be met before a request for a quote can be submitted.

    • In the Minimum Amount Message text box, enter the message that you want to appear when the shopping cart total does not meet the minimum required amount.

    • In the Default¬†Expiration Period fields, enter the number of days, weeks, or months that a quote is to remain valid.

  4. Expand Expansion selector the Attached files section. Then, do the following:

    • In the File formats for upload field, enter the suffix of each file type that you support for files that are attached to a quote.

      Enter each file suffix in lowercase, and separated by a comma.

      By default, the following formats are supported: doc, docx, xls, xlsx, pdf, txt, jpg, png, and jpeg

    • In the Maximum file size field, enter the maximum size of an attached file in megabytes.

      The value you enter might be overridden by the server setting.

      Sales quotes configuration - attached files Attached Files

  5. When complete, click Save Config.