My Quotes page displays a list of all quotes that you have requested and created for the selected account.

The following API with the appropriate parameters is used to retrieve the selected account's quote data. For more information, click here.

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

From the My Quotes page, you can:

  • 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.

    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 from 10, 20, 30, or 40 quotes per page.

  • 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
    • Ship To

The following API with the filter, page, limit, and sort parameters is used for sorting, pagination, and filtering. 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(ApprovalStage:'Draft')&filter=eq(Account.Id:'<actual accountId>')&sort=DESC(ModifiedDate)&Page=1&limit=10

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 so you can email the proposal to the customer.
  • 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) button.

Requesting a Quote

As a logged-in user, you can add products to the cart and request a quote by clicking the Request Quote button on the cart page. The Request Quote page appears.

To request a quote

  1. Enter the following details for the quote on the Request Quote page.

    Field NameDescription
    Sold To

    Shows the name of the account associated with the primary contact. You cannot edit this field.

    Price List

    Shows the name of the price list associated with the account selected. You cannot edit this field.

    Quote Title

    Enter a meaningful Quote Title. By default, it is auto-populated as New Quote.

    RFP Response Due Date

    		Enter an RFP Response Due Date by which you are expecting a response on the quote request.

    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.

    Primary Contact

    Search and select the Primary Contact associated with your account.

    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.

  2. Click Request Quote. If the implementor has enabled the CAPTCHA functionality, follow the next step.

    By default, CAPTCHA functionality is not enabled. The implementor must set the captchaSiteKey? parameter to the template (see the Configuring Templates topic) and add the captcha property (see the image below) with the Price Summary component while configuring the template. For more information on the Price Summary component, see SDK Reference > Components section > Price Summary component.

  3. Check the captcha checkbox labeled "I'm not a robot". Sometimes, you may need to solve a captcha puzzle after clicking the checkbox.

After successfully verifying the Captcha, a request for a quote will be sent out, and you will see a success confirmation popup after the quote has been generated.

To see more information about the quote, click VIEW YOUR QUOTE. This opens the Quote details page.

The following API is used for requesting a quote. For more information, click here.

POST https://<URL_of_the_Instance>/api/cart/v1/carts/{cartId}/quote

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

Viewing and Modifying a Requested Quote

After requesting a quote, you can view and modify the requested quote. To view all the quotes created by you and belonging to the same account, go to My Accounts > My Quotes page.

Click the Proposal Name link from the Quote list page or click the REVIEW YOUR QUOTE button from the Quote Request confirmation popup. The quote page appears where you can view and update the following details:

Quote Summary

You can update the Quote Title, RFP Response Due Date, Primary Contact, Account Name, Ship To Account, and Bill To Account.

The following API is used for updating the value. For more information, click here.

PATCH https://<URL_of_the_Instance>/api/quote/v1/quotes/{quoteId}

Attachments

If you want to upload some required document(s) in a particular quote, you can upload it from the Attachment section.

Prerequisites

The implementer must create an IsPrivate custom field with a boolean data type and default value as false on the DocumentMetadata object. Use the Admin User Interface or the following API and sample payload: POST  https://<URL_of_the_Instance>/api​/schema​/v1​/objects​/{objectName}​/fields

Sample Payload

{
    "FieldName": "IsPrivate",
    "DisplayName": "IsPrivate",
    "DataType": "Boolean",
    "DefaultValue": "false"
}
CODE
  1. Click the Attachments tab.
  2. Drag and drop the file or click the browse link and select the file.
    Refer to the following image for the supported file type.

  3. Check the Make visibility private checkbox to make the attachment only visible to you on the quote details page.

  4. Click Clear if you want to remove the selected file.
  5. Click Upload to upload the selected file to the quote.

You can File Name, Size, Type, Created By, and Created Date information under the Attachments section. The file types listed in the following image are supported. You can upload up to 28 MB of document(s).

The following API is used for uploading the document. For more information, click here.

POST  https://<URL_of_the_Instance>/api/document-management/v1/documents/upload

For example: https://<URL_of_the_Instance>/api/document-management/v1/documents/upload?objectType=quote&objectId={objectID}