Quote Settings

There are several Quote-related settings that you can set from the Admin >> Store Configuration >> Site Settings >> Store Configuration tab. On the Site Settings page, search "quote" in the search box:

By default, the Quote Management section is disabled, you can anytime enable it from the "Enable Quote Module" setting by selecting Yes from the dropdown and vice-versa.

This option will allow customers to add one product in a quote or multiple products in a quote. Depending on your business configurations you can easily select single or multiple product options from the dropdown.

This will allow you to display all the price calculator fields of the particular product i.e. the details configured in the OPS system for the Existing Products.

If this is set to ‘Yes’ then all the product details (size and attributes) for the existing product will be displayed in the Quote Form.

For every product price calculator field – Size or Additional Options we have added an ‘Other’ option. This option will provide a textbox where one (both customer and admin) can define their custom details.

The product option rules will only be applicable if it is created based on ‘Select Option/Other Option’.

If there are Quote Extra Fields added then they’ll be displayed after the product's price calculator details.

Now for existing quote products, the system will allow a single quantity at the time of quote placement but the admin can give the quotation for multiple quantities (based on configuration setting and site variable for quantity limit) by adding quantity first from editing respective quote product from the quote action screen.

This setting will allow you to choose the default option from "Existing" or "Custom" product types to be displayed for the Request Quotes form.

If the customer has a few different quantities in mind for placing a quote request then this option will give them the flexibility to do so. They can anytime add another quantity for the same product and choose later which quantity to order. There are two options in the dropdown: Single Quantity and Multiple Quantity.

The Multiple Quantity option will display a ‘+’ plus sign along with the quantity textbox, as shown below –

The customers can add enter upto 3 different quantities for the same product while requesting for the quote.

We also have an option where customers can upload their artwork or any other file related to the quote product requested. Thus, we have given flexibility, wherein you can choose where the uploaded file should be saved. The options can be – Standard Upload, Cloud Upload, or Both. Select an option that is feasible for your store.