> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sa-request-a-quote/managing-quotes/overview.md).

# Managing quotes overview

Where quote requests arrive, what the Quotes page shows you, and how a request becomes a paid order.

Every request your customers send arrives in **Quote list**, the first item under **SA Request a Quote** in your Shopify admin. The page itself is headed **Quotes**, and it is your working queue: you open a request, price it, send it back, and create an order from it when the customer agrees.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FnVg2Kqj9tcOfqx5GlvqG%2Fimage.png?alt=media&amp;token=2d8c06a9-9922-48c7-9a76-7a107fe2286f" alt=""><figcaption><p>The <strong>Quotes</strong> page is where every request lands.</p></figcaption></figure>

##

## What is on the page

Two buttons sit at the top right: **Export** and **Create quote**.

Below them are the status tabs, which split the queue up for you.

<table><thead><tr><th width="200">Tab</th><th>What it shows</th></tr></thead><tbody><tr><td><strong>All</strong></td><td>Every quote, whatever state it is in.</td></tr><tr><td><strong>Read</strong></td><td>Requests someone has already looked at.</td></tr><tr><td><strong>Unread</strong></td><td>New requests still waiting on you — check this one first each morning.</td></tr><tr><td><strong>Order created</strong></td><td>Quotes an order has already been created from.</td></tr><tr><td><strong>Purchased</strong></td><td>Quotes the customer has paid for.</td></tr></tbody></table>

Next to the tabs are a search and filter control and a sort control, for when the queue gets long.

The table itself has six columns: **Quote ID**, **Customer**, **Company**, **Created at**, **Status** and **Actions**.

Each row has four actions in the **Actions** column: download PDF, send email, duplicate and delete. At the bottom of the table there is pagination with **Items per page**, which you can set to 10, 20, 30 or 50. Under the table, "Learn more about quote list" links to **here**.

{% hint style="info" %}
The **Company** column only fills in when the customer gave you one. If it matters to you, ask for it on the form — see [Quote form overview](/sa-request-a-quote/quote-form/overview.md).
{% endhint %}

## Inside a quote

Clicking a row opens the quote detail page, headed **Quote #** and its number. Almost all the real work happens here.&#x20;

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FLX4MQYIbr4mqFNgC1F3N%2Fimage.png?alt=media&amp;token=ff6f01f3-74fe-4bd4-8a0d-d0d4773d3d83" alt=""><figcaption><p>The quote detail page: price it, adjust the money, then convert it.</p></figcaption></figure>

<table><thead><tr><th width="230">Area</th><th>What it is for</th></tr></thead><tbody><tr><td><strong>Convert to Order</strong> and <strong>More actions</strong></td><td>The top-right buttons. Converting turns an agreed quote into a sale.</td></tr><tr><td><strong>Search products</strong>, <strong>Browse products</strong>, <strong>Manage products</strong></td><td>Change what is on the quote.</td></tr><tr><td><strong>Products</strong> / <strong>Price &#x26; quantity</strong> / <strong>Total</strong></td><td>The line items, each with its <strong>SKU</strong>, editable boxes and a <strong>Duplicate items</strong> button. <strong>Create section</strong> groups them.</td></tr><tr><td><strong>Payment</strong></td><td><strong>Subtotal</strong>, <strong>Edit discount</strong>, <strong>Edit shipping</strong>, <strong>Edit tax rate</strong> and <strong>Total</strong>.</td></tr><tr><td><strong>Mark as unread</strong>, <strong>Mark as paid</strong>, <strong>Resend an email</strong></td><td>The three buttons under the <strong>Payment</strong> panel.</td></tr><tr><td><strong>Timeline</strong></td><td>The history, plus a comment box and <strong>Post</strong>. "Only you and your staff can see comments."</td></tr><tr><td>The right-hand column</td><td><strong>Customer</strong> and <strong>Email</strong>, then <strong>Contact information</strong>, <strong>Company information</strong>, <strong>Shipping address</strong>, <strong>Billing address</strong>, <strong>Payment terms</strong>, <strong>Extra info</strong> and <strong>Tags</strong>.</td></tr></tbody></table>

## What you can do with a quote

<table><thead><tr><th width="250">Action</th><th width="290">When you would use it</th><th>How</th></tr></thead><tbody><tr><td><strong>View and edit</strong></td><td>Read what the customer asked for and set your price.</td><td><a href="/sa-request-a-quote/managing-quotes/view-and-edit.md">view-and-edit.md</a></td></tr><tr><td><strong>Send a quotation</strong></td><td>Email your priced quote back to the customer.</td><td><a href="/sa-request-a-quote/managing-quotes/send-quotation.md">send-quotation.md</a></td></tr><tr><td><strong>Convert to a draft order</strong></td><td>The customer accepted — turn the quote into an order and invoice them.</td><td><a href="/sa-request-a-quote/managing-quotes/convert-to-draft-order.md">convert-to-draft-order.md</a></td></tr><tr><td><strong>Create manually</strong></td><td>A request that came in by phone, email or in person.</td><td><a href="/sa-request-a-quote/managing-quotes/create-manually.md">create-manually.md</a></td></tr><tr><td><strong>Download a PDF</strong></td><td>The buyer wants a formal document to file or approve.</td><td><a href="/sa-request-a-quote/managing-quotes/download-pdf.md">download-pdf.md</a></td></tr><tr><td><strong>Export to CSV</strong></td><td>Reporting, or moving the data into another system.</td><td><a href="/sa-request-a-quote/managing-quotes/export-csv.md">export-csv.md</a></td></tr><tr><td><strong>Duplicate or delete</strong></td><td>Reuse a similar quote, or clear out a test.</td><td><a href="/sa-request-a-quote/managing-quotes/duplicate-delete.md">duplicate-delete.md</a></td></tr></tbody></table>

## Where new requests show up first

You do not have to live on the **Quotes** page. The app dashboard has a **Recent activity** section with **Total quotes** for the last 7 days, **Pending quotes** that need review, and a card for the newest request showing its **Customer**, **Products**, **Estimated value** and **Status**. **View all** takes you straight to the full list.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FE1rWPa1O89WInevtrItM%2Fimage.png?alt=media&amp;token=e7c5c5ab-5c9f-4f38-855d-c3da3b85879b" alt=""><figcaption><p><strong>Recent activity</strong> on the dashboard, with <strong>View all</strong> through to the queue.</p></figcaption></figure>

You can also be emailed whenever a request comes in. **Mail notifications** under **Advanced settings** does that — see [Emails sent to admin](/sa-request-a-quote/emails/emails-to-you.md).

## A typical working pattern

{% stepper %}
{% step %}

### A request arrives

It appears under **Unread**, and you get an email if **Mail notifications** is switched on.
{% endstep %}

{% step %}

### You price it

Open the request. Check the **Extra info** message, set the numbers in **Price & quantity**, and look over the **Payment** panel.
{% endstep %}

{% step %}

### You send it back

Use **Resend an email** on the quote, or the send email action on its row. Download the PDF too if the buyer needs a document.
{% endstep %}

{% step %}

### They accept

Click **Convert to Order** and invoice it. The quote moves to **Order created**, and then to **Purchased** once it is paid.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Export quotes to CSV**, **Convert a quote to an order** and **Customizable PDF** are PRO plan features.

Where a feature is not on your plan, the app disables the control and shows a padlock line — "🔐 This feature is available on …" — with a link to the plan that includes it. A greyed-out button means the plan, not a fault. See [Plan comparison](/sa-request-a-quote/reference/plan-comparison.md), or open **Pricing plans** in the app navigation.
{% endhint %}

## Next steps

* [View and edit a quote](/sa-request-a-quote/managing-quotes/view-and-edit.md) — open your first request
* [Send a quotation](/sa-request-a-quote/managing-quotes/send-quotation.md) — get your price back to the customer
* [How it works](/sa-request-a-quote/reference/how-it-works.md) — the whole flow, end to end


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