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Order threshold to specify the minimum and maximum number of orders eligible for negotiated pricing. This can be used to apply and track order quotas specified in contract agreements.

Quantity thresholds (minimum/maximum quantities) The template specifies a quantity threshold to set the minimum and maximum quantity that can be purchased for each order, ensuring that the seller can manage stock levels effectively while providing the buyer with the flexibility to adjust quantities as needed.

Reference document links to maintain connections with external contracts and agreements, making it easier to access related documentation during the quote process.

Buyer creates the quote template

When reviewing an existing quote, the buyer decides that the company needs to submit multiple orders over the next year and wants to request additional discounts based on repeat business. They create a quote template by using the Create quote template action on the quote. The buyer can add reference document links to external contracts or agreements using the Add control in the reference documents section. Then, they initiate the negotiation by sending the quote template to the seller for review.

Buyers can also request a quote template by adding products they want to buy regularly to the shopping cart. Then, request a quote and mention in the comments how often they want to repeat the purchase.

Sales representative — A Sales Representative can create a quote template from the Admin on behalf of a specific company buyer. The Sales Representative can create the quote template in the Admin from an existing quote or from the Quote Templates grid and save it as a draft or send it to the buyer to start the negotiation. In draft state, the quote is visible only to the seller. Once the quote is sent, the status is Submitted. It cannot be modified by the seller until the buyer sends it back.

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When the seller creates the quote template, the expiration date (Valid until date field) defaults to 180 days. If the buyer created the template, the expiration date is blank. The buyer must set the expiration date before sending the template back to the buyer for review.

When the seller creates the quote template, the expiration date (Valid until date field) defaults to 180 days. If the buyer created the template, the expiration date is blank. The buyer must set the expiration date before sending the template back to the buyer for review.

Seller views request and sends response - In the Admin, the seller views the quote template from the Quote Templates* grid or opens it from the link in the email notification. On the storefront, the status of the quote changes to Pending, and the buyer cannot make any changes. Following the same process for quote negotiation, the seller responds by offering price discounts and adjusting quantities and items as needed, enters a comment, and sends the quote template back to the buyer. The seller can also add, edit, or remove reference document links during this process. The buyer and sales representative are notified by email that the seller has responded.

Buyer views quote template from seller and sends response - The buyer clicks the link in the email notification to open the quote template, or opens it from the My Quote Templates page of the account dashboard. The buyer can leave notes to the seller at the line item or quote level, change quantities, remove items, and manage reference document links.