Requesting a Quote from My Quotes Page
- Click New Quote from the Quote list page.
- Enter the following details for the quote on the Place Quote page.
Field Name
Description
Name
Enter a meaningful Quote name. By default, it is auto-populated as a New Quote.
Primary Contact
Search and select the Primary Contact associated with your account.
Description
Enter the appropriate description.
Bill To
Shows the Bill To location of the account associated with the primary contact. You can search and select another value to update this field.
Ship To
Shows the Ship To location of the account associated with the primary contact. You can search and select another value to update this field.
Source Channel Retrieves its value from the Storefront's Channel Type. Select it from the dropdown list. - Click Request Quote.
Note:
The following API is used for requesting a quote. For more information, click here.
POST
https://<URL_of_the_Instance>/api/quote/v1/quotes - Click Review Your Quote to see the information on the quote. This opens the Quote details page.Note:
The following API with the includes parameter is used for reviewing the requested quote (on the Review Your Quote button). For more information, click here.
GET
https://<URL_of_the_Instance>/api/quote/v1/quotes/{quoteId}?includes=items - Go to the Line Items section and click the Add button to add line items to the quote. When you click the Add button, a new Cart is created, activated, and associated with the quote.
- On the Cart details page, click the Add Products button or View All Products link. You are redirected to the Product Catalog page.
- Select and add product(s) to the cart. For more
information, see Browsing Catalog.
The product is added to the cart and you can view the complete list of products in the mini cart by clicking the cart icon on the top right.
- Click Finalize & Submit to apply the changes to the cart and quote or click Discard Changes if you do not want to apply your changes to the cart and quote.
You can add more products and perform additional functions on the cart details page. For more information, see Working with the Cart.