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Quote Management

Quote Management

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Quote Request Management

Complete interface to process every incoming customer request.

01

Quote Table

Paginated list, filterable by status (pending / approved), sortable by date. Search by email or reference.

02

Detail Panel

Complete customer information, summary of calculator values entered, estimated price, and context (product or page).

03

File Attachments

Download files uploaded by the customer. Binary storage in database, secured endpoint /app/quotes/files/{id}.

04

Approval Form

Enter the negotiated price, then click “Approve”. Status transitions to approved and the customer email is sent automatically.

05

Draft Order Creation

From an approved quote, create a Shopify draft order in one click via Admin GraphQL API with the agreed price pre-filled.

06

Automatic Numbering

Unique reference generated on each submission: [PREFIX]-[TIMESTAMP], configurable per calculator in settings.

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