Skip to main content

Quotes

Quotes are incomplete orders that are saved by customers or sales agents assisting customers. You can view, edit, and complete existing quotes created by customers (in the purchase flow using the Save Order feature) and sales agents (in the assisted sales flow using the Save as Quote feature) on the Quotes page.

For product editions with tiered pricing configured in the catalog, quotes automatically calculate pricing across configured quantity tiers. The quote displays how units are distributed across tiers, the unit price for each tier, each tier subtotal, and the overall total. Quotes for non-tiered editions continue to be calculated as before. For more information, see View and edit quotes.

Was this page helpful?