Quotes page displays a list of all quotes that you have requested and created. To view all the quotes created by you, Click the Menu () icon > My Account > Quotes. You can also see the total quote number and amount at the top of the Quotes page. The total quote number and amount will change depending on the filter applied.

The translation feature supports multilingual static labels on the Quotes pages. Labels automatically reflect the user's locale and configured language settings.​

From the Quotes page, you can:

• View summary chart: You can view the summary chart for all of the quotes that are placed. You can also customize the chart by applying the advanced filters. Quotes by Status (bar chart) and Quotes by Due Date (pie chart) charts are available with out-of-the-box template. Hovering the mouse over a status displays the quantity and amount for that status.
• Request a new Quote: You can request a new quote by clicking the New Quote button and then adding line items (products) for the quote. For more information, see Requesting a Quote section below.
• Search for a quote: You can search for the quote to refine the quote list. Enter a keyword related to the name. It displays all quotes that contain that keyword.
  Note:

  The following API with the filter parameter is used to search for the particular quote. For more information, click here.

  GET https://<URL_of_the_Instance>/api/quote/v1/quotes

  For example: https://<URL_of_the_Instance>/api/quote/v1/quotes?filter=eq(Account.Id:'<actual accountId>')&filter=noteq(Status:'Saved')&sort=DESC(ModifiedDate)&Page=1&limit=10

• Sort the quote list: You can sort the quote list by clicking the Proposal ID, Proposal Name, Approval Stage, Price List, Account, and Last Modified Date column names.
• Set pagination: You can specify how many quotes should be displayed on a single page. To enable pagination, go to the per page field on the top right bar and select a value.
• Filter the quote list: You can sort the quote list by clicking the filter icon. The Advanced Filters pop-up appears. You can filter the quote list based on the following fields. You can also add multiple filter criteria by clicking the Add Criteria button.
  • Approval Stage
  • Bill To
  • Created Date
  • Grand Total
  • Pending Duration
  • RFP Response Due Date
  • Ship To

You can click the Quote Number or Name link to open the quote details page.

Before placing an order, you can create and request a quote for a customer in order to get better pricing and product configuration.

After requesting a quote, you can perform the following:

• Generate a quote document.
• View and track quotes.
• Modify the quote by editing the header and line items in a requested quote. You can only add, change, or delete items from the requested quote in the draft stage.
• View and manage details of a requested quote created by the customer or created for the customer.

As an experienced buyer, you can also use the Quick-Add () button to add multiple products to the cart and create quotes and orders quickly. For more information, see Using CTA (call-to-action) "Quick-Add" button.