This article will guide you through the settings of the  Request a Quote module.

View Existing Quotes

  • Quotes can be viewed in the Magento Admin Panel under Sales > Amasty Request a Quote > Quotes:
    • 19009576.png
  • On the Quotes page, you should see the following:
    • 19009577.png
      • To see additional information about the order on this page, press the Columns button: 19009578.png
        • Then select the columns you would like to see:
          • 19009579.png
      • To see a single quote, click View.

Checking a Quote

  • On a quote that has not been approved, you should see the following:
    • 19009587.png
      • Here you can:
        • See general information about the quote, cancel or close a quote, approve a quote, or modify a quote:
          • To cancel or close a quote, you can press the text surrounded in red:
            • 19009582.png
          • To approve a quote, you can press the text surrounded in green:
            • 19009588.png
          • To modify a quote, you can press the orange Edit button:
            • 19009591.png


  • On a quote that has been approved, you should see the following: 
    • 19009581.png
      • Here you can:
        • See general information about the quote, cancel or close a quote, or convert a quote into an order:
          • To cancel or close a quote, you can press the text surrounded in red:
            • 19009582.png
          • To convert a quote to an order, you can press the text surrounded in green:
            • 19009586.png

Email Notifications

  • There are different emails sent to the customer depending on what happens with the quote.

    • The settings for what email is sent can be found under Amasty > Request a Quote > Configuration > Customer Notifications:
    • 19009593.png
  • If you would like to see what each email looks like, you can either do a test quote on your site (adding an item to a quote on the site and submitting a quote) or:

    1. On the left hand side navigation, go to Marketing > Communications > Email Templates.
      1. 19009600.png
    2. Click the orange button labeled Add New Template.
      1. 19009601.png
    3. Click the dropdown menu next to Template:
      1. 19009602.png
    4. In the dropdown menu under Amasty_RequestQuote, select the option that matches the name of the email template you would like to view.
      1. 19009605.png
    5. Press Load Template.
      1. 19009606.png
    6. Then press Preview Template
      1. 19009607.png