> 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/view-and-edit.md).

# View and edit a quote

Open a request from the Quotes page and use the quote detail page to price it, adjust the money and read everything the customer sent.

Every request lands in **Quote list**. Opening one gives you the quote detail page — the single screen where you price the request, change the products, leave notes for your staff and, when the customer agrees, turn it into an order.

## Open a quote

{% stepper %}
{% step %}

### Go to Quote list

Start on the app dashboard — the page you land on when you open **SA Request a Quote** from your Shopify admin — and click **Quote list** in the app navigation on the left. The page that opens is headed **Quotes** and lists every request your customers have sent.
{% endstep %}

{% step %}

### Find the request

Start on the **Unread** tab — that is everything still waiting on you. **All**, **Read**, **Order created** and **Purchased** cover the rest.

If you are after one particular request, use the search and filter control next to the tabs, or the sort control beside it. The table shows **Quote ID**, **Customer**, **Company**, **Created at**, **Status** and **Actions**, so you can usually spot a quote by the customer name or the date it came in.

The **Actions** column at the end of each row holds four icon buttons. They are icons only, so **hover one to see its name** before you click: **Print PDF**, **Resend email**, **Duplicate quote** and **Delete**. Those four act on the row without opening the quote — see [Download a quote as PDF](/sa-request-a-quote/managing-quotes/download-pdf.md), [Send a quotation](/sa-request-a-quote/managing-quotes/send-quotation.md) and [Duplicate or delete a quote](/sa-request-a-quote/managing-quotes/duplicate-delete.md).
{% endstep %}

{% step %}

### Click the quote

Click anywhere on the row except the **Actions** icons. The detail page opens, headed **Quote #** and its number, with an **Update** line underneath showing when it last changed.

Two arrows sit at the top right of the detail page: they step to the previous and the next quote without going back to the list. The back arrow beside the title returns you to **Quotes**.
{% endstep %}
{% endstepper %}

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FPfARrEOjqx34HPmPQR8z%2Fimage.png?alt=media&amp;token=319fbd45-e261-425c-8eb1-e510a97b0867" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2F288TNGvUHbdP36Gvzmu0%2Fimage.png?alt=media&amp;token=6d8c5b8d-8972-483f-a281-8df5045efc6d" alt=""><figcaption><p>The quote detail page: products on the left, the customer's answers on the right.</p></figcaption></figure>

## The products on the quote

The **Products** card opens with a search box carrying the placeholder **Search products**, and a **Manage products** button beside it. Both do the same job: they open Shopify's product picker, where you can tick several products and variants at once and add them to the quote.

{% hint style="info" %}
Everything on a quote is a real product or variant from your Shopify catalogue. There is no control for typing in a line of your own, so a setup fee or a delivery charge has to be either an existing product in your catalogue or a **shipping** amount in the **Payment** panel below.
{% endhint %}

The lines underneath are laid out in three columns — **Products**, **Price & quantity** and **Total**:

<table><thead><tr><th width="230">On each line</th><th>What it is for</th></tr></thead><tbody><tr><td>The product name</td><td>A link that opens the product in your Shopify admin in a new tab.</td></tr><tr><td>Options and <strong>SKU</strong></td><td>The exact variant the customer picked, so you price the right one.</td></tr><tr><td><strong>Quote prices</strong></td><td>The price the customer asked for, when your form let them name one. Shown for reference — it is not the price on the quote.</td></tr><tr><td><strong>Note</strong></td><td>Anything the customer typed against that individual line.</td></tr><tr><td>Price and quantity boxes</td><td>Type in the price and the quantity you are offering. The <strong>Total</strong> beside them recalculates as you type.</td></tr><tr><td><strong>Duplicate items</strong></td><td>Copy the line, for when the same product goes on the quote twice at two different prices.</td></tr><tr><td>The bin icon</td><td>Take the line off the quote.</td></tr></tbody></table>

{% hint style="success" %}
The price boxes are the whole point of the quote. Put in the number you are actually willing to offer, not your list price — that is what the customer will see and what the order will carry.
{% endhint %}

### Grouping a long quote into sections

**Create section**, below the products, splits the quote into named groups — phase one and phase two, or this site and that site. Each section gets its own title with a pencil icon for renaming it, its own **Search products** box and **Manage products** button, and a **Clear group** button for emptying it.

{% hint style="warning" %}
Every section must hold at least one product. Leave one empty and saving fails with "Each section must contain at least one item. Add an item, or delete the section."
{% endhint %}

## The Payment panel

Underneath the products sits **Payment**, which is where the money on the quote adds up:

<table><thead><tr><th width="230">Row</th><th>What it is</th></tr></thead><tbody><tr><td><strong>Subtotal</strong></td><td>The line totals added together.</td></tr><tr><td><strong>Add discount</strong> / <strong>Edit discount</strong></td><td>The discount coming off this quote.</td></tr><tr><td><strong>Add shipping</strong> / <strong>Edit shipping</strong></td><td>What you are charging for delivery.</td></tr><tr><td><strong>Add tax rate</strong> / <strong>Edit tax rate</strong></td><td>The tax applied to the quote.</td></tr><tr><td><strong>Total</strong></td><td>What the customer is being asked to pay.</td></tr></tbody></table>

Each of those three links reads **Add…** while nothing has been set on this quote, and changes to **Edit…** once it has — so the wording itself tells you whether a discount, a shipping charge or a tax rate is already on the quote.

{% hint style="warning" %}
The app states it plainly next to the tax row: "This tax won't show up in draft order created from this quote." A tax rate you set here prices the quote the customer sees; when you convert the quote, the draft order takes its tax from your Shopify tax settings instead.
{% endhint %}

The three links relate to **Cost management** in the app navigation, which has its own **Discount**, **Shipping** and **Tax** tabs. Set your usual rules there once and you will have less to adjust on each individual quote — see [Convert to a draft order](/sa-request-a-quote/managing-quotes/convert-to-draft-order.md).

## Save the quote

Nothing you type on this page is stored until you save it.

{% stepper %}
{% step %}

### Make your edits

Change prices, quantities, sections, the discount, the shipping, the tax, the customer, the tags — as many as you like in one sitting.
{% endstep %}

{% step %}

### Watch for the save bar

As soon as you change anything, Shopify's save bar appears across the top of the admin with two buttons: **Save** and **Discard changes**.
{% endstep %}

{% step %}

### Click Save

**Save** commits everything you changed. **Discard changes** throws it all away and puts the quote back the way it was.
{% endstep %}
{% endstepper %}

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FqjnPUhfLiQav1f4Byix3%2Fimage.png?alt=media&amp;token=09df8c02-bbdf-4153-9930-a33ae5a093fe" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
The back arrow beside the title asks you to confirm before it leaves a quote with unsaved changes. The **previous** and **next** arrows at the top right do not — they move straight to the neighbouring quote. Save before you use them, or the edit is gone.
{% endhint %}

## The actions on the quote

Three buttons sit at the bottom of the **Payment** panel:

<table><thead><tr><th width="230">Button</th><th>When you would use it</th></tr></thead><tbody><tr><td><strong>Mark as unread</strong></td><td>Put the quote back in the <strong>Unread</strong> tab so it stays on someone's list.</td></tr><tr><td><strong>Mark as paid</strong></td><td>Record that the customer has paid for this quote.</td></tr><tr><td><strong>Resend an email</strong></td><td>Send the quote to the customer again after you have changed it.</td></tr></tbody></table>

Those three act immediately — they are not part of the save bar.

### The buttons at the top of the page

<table><thead><tr><th width="230">Control</th><th>What it does</th></tr></thead><tbody><tr><td><strong>Convert to Order</strong></td><td>Turns the agreed quote into a Shopify draft order. It disappears once the quote has been converted — see <a href="/sa-request-a-quote/managing-quotes/convert-to-draft-order.md">convert-to-draft-order.md</a>.</td></tr><tr><td><strong>More actions</strong></td><td>A menu holding <strong>Download as PDF</strong>, <strong>Duplicate quote</strong> and <strong>Delete quote</strong> — see <a href="/sa-request-a-quote/managing-quotes/download-pdf.md">download-pdf.md</a> and <a href="/sa-request-a-quote/managing-quotes/duplicate-delete.md">duplicate-delete.md</a>.</td></tr><tr><td><strong>Export invoice PDF</strong></td><td>Appears only after the quote has been converted, and gives you the invoice document for the draft order — see <a href="/sa-request-a-quote/pdf-templates/invoice-pdf.md">invoice-pdf.md</a>.</td></tr></tbody></table>

You do not have to open a quote to do most of this: the **Actions** column back on the **Quotes** page carries the same PDF, resend, duplicate and delete buttons as icons.

{% hint style="warning" %}
If a **Quote limit reached** banner is showing, **Duplicate quote** is greyed out until the count resets or the plan changes. The banner carries **Upgrade plan** and **Contact support** buttons — check the in-app **Pricing plans** page for your allowance.
{% endhint %}

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FyeqtBu2trTFVipMIX04F%2Fimage.png?alt=media&amp;token=355855c0-d75b-4433-a2c8-9a9136ab1fef" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If **Convert to Order** is greyed out with a padlock line — "🔐 This feature is available on …" — that is your plan rather than a fault. See [Plan comparison](/sa-request-a-quote/reference/plan-comparison.md).
{% endhint %}

## The Timeline

**Timeline**, at the bottom of the page, keeps the history of the quote and gives you a comment box with a **Post** button.

{% hint style="info" %}
Comments are internal. The app says it plainly: "Only you and your staff can see comments." Use it for the things you do not want in the email — the margin you agreed, who authorised the discount, what the buyer said on the phone.
{% endhint %}

## What the customer sent you

The right-hand column carries everything that came in with the request, in three cards.

**Customer** sits at the top, with a badge reading **Pending** or **Approved**, the name and the **Email**. Its **Edit** control opens a menu — **Edit customer information**, **Edit shipping address** and **Edit billing address** — so you can correct a typo in an address rather than emailing the buyer to ask again. If no customer is attached yet, the card shows a **Search or create a customer** box instead.

**Additional details** holds everything the customer typed into the rest of the form, label by label. If you renamed the **Extra info** section in the form builder, this card carries your title instead. When the form collected nothing extra, it reads "No extra info".

**Tags** is your own filing: type a label and press it in, or pick from **Frequently used tags**.

<table><thead><tr><th width="250">What arrives here</th><th>What it tells you</th></tr></thead><tbody><tr><td><strong>Contact information</strong></td><td>First name, last name, email address, phone number and address — who to reply to.</td></tr><tr><td><strong>Company information</strong></td><td>Company name, which also fills the <strong>Company</strong> column back on the list.</td></tr><tr><td><strong>Shipping address</strong></td><td>Where the goods go, which often decides your delivery cost.</td></tr><tr><td><strong>Billing address</strong></td><td>Where the invoice goes, when it differs from the shipping address.</td></tr><tr><td><strong>Payment terms</strong></td><td>The terms the buyer is asking for, and any deposit.</td></tr><tr><td><strong>Extra info</strong></td><td>The free-text message and any files — usually where the useful detail is.</td></tr><tr><td><strong>Tags</strong></td><td>Your own labels for sorting and finding this quote later.</td></tr></tbody></table>

Which of these actually appear depends on the form the customer filled in. To change what you collect, see [Quote form overview](/sa-request-a-quote/quote-form/overview.md).

{% hint style="info" %}
A red **\[ OUT OF STORAGE ]** where an uploaded file should be means the app is no longer holding that file — the customer did attach it. Your plan's **Storage size**, **Used storage** and **Maximum file size** are shown on the app dashboard under **Pricing plan details**. See [Allow file uploads](/sa-request-a-quote/quote-form/file-uploads.md).
{% endhint %}

{% hint style="success" %}
Read **Extra info** before you price anything. Lead times, a deadline or a repeat order are the things that decide whether your number is competitive, and they are almost always in there.
{% endhint %}

## Editing is not sending

Changing a quote tells the customer nothing. When you are ready for them to see your price, use **Resend an email** — or the send email action on the row back in the list. See [Send a quotation](/sa-request-a-quote/managing-quotes/send-quotation.md).

That is deliberate. You can work on a quote across several sittings without the customer seeing half-finished prices.

## Next steps

* [Send a quotation](/sa-request-a-quote/managing-quotes/send-quotation.md) — email your priced quote to the customer
* [Convert to a draft order](/sa-request-a-quote/managing-quotes/convert-to-draft-order.md) — turn an accepted quote into an order
* [Download a quote as PDF](/sa-request-a-quote/managing-quotes/download-pdf.md) — send it as a document instead


---

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