Customer Quote History

The Customer Quote History portal provides logged-in buyers with a dedicated self-service area to view, track, and manage their quote requests directly inside their storefront customer account.

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1. How to Enable & Publish

You can embed Quote History into customer accounts or publish it as a standalone storefront page:

Option A: App Block in Customer Account

1. In Shopify Admin, navigate to Online Store → Themes → Customize.
2. From the top template picker, select Customer accounts → Account.
3. Under Apps / Page Blocks, add BSS Quote List.
4. Position the block within your customer account layout and click Save.

Option B: Dedicated Standalone Page (/pages/quote-history)

Publish a dedicated URL path (e.g. https://yourstore.myshopify.com/pages/quote-history) directly from the app admin settings.

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2. Quote History Customization Page (CMS)

Customize the visual appearance, typography, and table labels of the storefront Quote History page without writing theme liquid code:

1. Navigate to Request for Quote → Advanced Settings → Quote History Page Customization.
2. General Settings:
   • Toggle storefront page status (Enable / Disable).
   • Configure custom Page Path (e.g. /pages/quote-history or override an existing page handle).
3. Labels & Content:
   • Customize page title, subtitle, and section content across Restricted Access, Quote List, and Quote Detail views (Quote ID, Date, Email, Status, Action).
4. Theme Styling & Colors:
   • Set primary brand colors, surface/card background colors, border styles, and corner radius.
5. Live Preview:
   • Inspect desktop and mobile preview layouts populated with realistic mock quote data before publishing.

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3. The Customer Experience

3.1 The Quote List View

Logged-in buyers see a chronological table of all past quote submissions:

• Quote ID: Unique reference code (e.g. #Q1042).
• Date: Creation timestamp.
• Status: Unread, Under review, Converted or Rejected, with the Proposal sent badge once you sent a proposal.
• Action: Click to open the detailed quote view.

3.2 Quote Details View

Clicking a quote opens the full summary:

• Product Table: Product photos, names, variants, SKUs, and requested quantities.
• Price Visibility Logic:
  • Unread / Under Review: Quoted prices remain Hidden (displayed as Pending Review) while you are negotiating.
  • Rejected: Quoted prices and checkout actions remain Hidden.
  • Proposal sent / Converted: Itemized quoted unit prices, discounts, shipping, and taxes are clearly visible.
• Storefront Action CTAs:
  • Checkout: shown for converted quotes once the draft order has an invoice, if you turned the checkout button on in the page settings. It opens the Shopify invoice checkout.
  • Create Similar Quote: Automatically populates a new quote form with identical items to expedite repeat inquiries.

Note

Approve & Reject Actions: Official Approve Quote and Reject Quote decisions are executed securely via one-click action buttons inside the customer’s Proposal Email.

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4. Best Practices

• Promote Customer Account Logins: Remind B2B buyers to log in before submitting quotes so requests automatically link to their account history.
• Keep Statuses Updated: Moving quotes to Under review reassures buyers that their request is being actively processed.