Quotes

Resellers can create quotes from the assisted sales flow while making a purchase on behalf of another user. Quotes are incomplete sales that are stored on the Quotes page until the Reseller, Reseller Manager, or customer performs an action that converts the quote into an order, or rejects it.

The Quotes page contains a table that displays the following information associated with the incomplete sale:

• System-assigned ID
• Creation date
• Sales agent name
• Customer name
• Status (one of Pending Purchase, Pending User Approval, Pending Sales Agent Review, Pending Provider Approval, or Pending Purchase)
• Product name

You can click any row in the Quotes table to display additional details and management options for the quote.