The Quote Manager lets you manage quote settings and publish or unpublish a quote for customer viewing.
Configure Quote Settings
To update the settings for a quote:
Open the quote and select the gear icon to open the Quote Settings panel.
Select a pricing model:
Automatic. Pricing updates based on the customer's current price schedule each time the quote is viewed.
Manual. Pricing is based on a specific date. Select Refresh to update to the most recent pricing, or adjust the date to apply date-specific pricing.
At the bottom of the panel, select whether the customer can see Pricing, Quantity, and Pack Subtotals.
Select Save.
Note: Quote settings apply only to the quote you're currently working on.
Publish a Quote
To publish a quote:
Select Manage Publishing.
(Optional) Set an expiration date. After the expiration date, customers can't request orders from the quote.
Turn on the toggles for the quotes and packs you want to publish.
Select Next. The quote is published, and the Quote Share workflow opens to send it to a customer.
Note: After a quote is published, a green document icon appears next to each published pack in the Quote Manager. For details on sending the quote to a customer, see [Sharing a Quote].
Unpublish a Quote
To unpublish a quote:
Select Manage Publishing.
Turn off the toggles for the published items you want to unpublish.
Select Save.