Managing quotes overview

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.

The Quotes page is where every request lands.

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.

Tab	What it shows
All	Every quote, whatever state it is in.
Read	Requests someone has already looked at.
Unread	New requests still waiting on you — check this one first each morning.
Order created	Quotes an order has already been created from.
Purchased	Quotes the customer has paid for.

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.

Note

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.

Inside a quote

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

The quote detail page: price it, adjust the money, then convert it.

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

What you can do with a quote

Action	When you would use it	How
View and edit	Read what the customer asked for and set your price.	View and edit a quote
Send a quotation	Email your priced quote back to the customer.	Send a quotation
Convert to a draft order	The customer accepted — turn the quote into an order and invoice them.	Convert to a draft order
Create manually	A request that came in by phone, email or in person.	Create a quote manually
Download a PDF	The buyer wants a formal document to file or approve.	Download a quote as PDF
Export to CSV	Reporting, or moving the data into another system.	Export quotes to CSV
Duplicate or delete	Reuse a similar quote, or clear out a test.	Duplicate or delete a quote

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.

Recent activity on the dashboard, with View all through to the queue.

You can also be emailed whenever a request comes in. Mail notifications under Advanced settings does that — see Emails sent to admin.

A typical working pattern

1. A request arrives

   It appears under Unread, and you get an email if Mail notifications is switched on.

2. You price it

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

3. 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.

4. They accept

   Click Convert to Order and invoice it. The quote moves to Order created, and then to Purchased once it is paid.

Note

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, or open Pricing plans in the app navigation.

Next steps

• View and edit a quote — open your first request
• Send a quotation — get your price back to the customer
• How it works — the whole flow, end to end