We’ve just launched a powerful new feature in Quotes Guru that makes life easier for your customers. With the new Customer Quote Portal, your shoppers can log in to their account, see all the quotes they’ve submitted, check their status, download PDFs, approve quotes, and even make payments directly—all in one place.
Why this matters #
Managing quotes used to be a back-and-forth process for many merchants. Customers had to rely on email threads or wait for manual follow-ups. The Customer Portal gives your customers a dedicated place to view and manage the quotes they have submitted.
Depending on the options enabled in Quotes Guru, customers can:
- View their submitted quotes and quote status
- Review quote details and pricing
- Download the quote as a PDF
- Approve a quote and make payment
- Decline a quote
- Access the Customer Portal directly from your store
- A draft order will be created.
How it works #
Here’s how you can set up and use the Customer Portal inside the Quotes Guru app:
- Enable Customer Portal
- Go to General Settings > Customer Portal in your Quotes Guru admin.
- Set Enable Customer Portal to Yes.
- Once enabled, customers can access their submitted quotes through the Customer Portal.
Add the Customer Portal to Your Store #
Under Add Customer Portal to Your Store, you can choose how customers access the portal.
Show in main navigation #
Enable Show in main navigation if you want Quotes Guru to add the Customer Portal link to your store’s main navigation.
If you do not want to add it to the main navigation:
- Disable Show in main navigation.
- Copy the Customer Portal URL shown in the setting.
- Add the URL to any suitable element in your store, such as a custom link or customer account area.
If you need help adding the Customer Portal link to a custom location in your theme, contact the Quotes Guru support team.
Configure Customer Portal Options #
Quotes Guru provides several options to control what customers can do from the portal.
Allow PDF Export: #
Enable Allow PDF Export to let customers download their quotes as PDF files from the Customer Portal. This is useful when customers need to save or share a copy of their quotation.
Enable Payment Button: #
Enable the Enable Payment Button to allow customers to approve a quote and make payment directly from the Customer Portal.
When enabled, customers will see an “Approve” and “Pay” button for applicable quotes.
Allow Customer To Decline Quote: #
Enable Allow Customer To Decline Quote if you want customers to be able to decline a quote directly from the Customer Portal.
When this option is enabled, customers will see a “Decline” button next to the quote. This gives customers an easy way to respond to an offer without contacting the store separately.
Note: Enabling Enable Payment Button or Allow Customer To Decline Quote in the Customer Portal settings will also display the corresponding Approve and pay or Decline button on the Quote Details Page.
Other Customer Portal Options #
Under Other Options, you can control the information displayed to customers.
Show status in the quote detail page. #
Enable this option to display the quote status on the quote detail page.
Show price on the quote detail page and customer portal. #
Enable this option to display quote pricing on the quote detail page and in the Customer Portal.
What Customers See in the Customer Portal #
After the Customer Portal is enabled, customers can access a page showing their submitted quotes.
The portal includes information such as
- Quote serial number
- Products count
- Total amount
- Created date and time
- Quote status
For each quote, customers can see the available actions based on your settings.
The exact actions displayed depend on the options you have enabled in General Settings.
| Action | What it does |
|---|---|
| View quote detail. | Opens the quote and lets the customer review its details. |
| Approve and pay | Allows the customer to approve the quote and proceed with payment when payment is enabled. |
| Decline | Allows the customer to decline the quote when Allow Customer To Decline Quote is enabled. |
| Allows the customer to download the quote as a PDF when Allow PDF Export is enabled. |
View Quote Details #
Customers can click View quote detail to see the complete quote, including products, variants, quantities, pricing, discounts, shipping, taxes, and the total amount. From the Quote Details Page, customers can also approve and pay, decline the quote, or communicate with the store through quote comments, depending on the settings enabled.
Learn more: Quote Details Page
Draft Order Created from Customer Portal #
When a customer approves a quote and completes the payment process through the Customer Portal, Quotes Guru creates a draft order in Shopify.
The draft order is tagged with Created by Customer and Quotes Guru, making it easy for merchants to identify orders that originated from the Customer Portal. The Shopify order timeline also records that the draft order was created by Quotes Guru: RFQ & Hide Prices.
Customer Portal Translations #
All Customer Portal text can be customized and translated to match your store’s language and terminology.
Go to General Settings → Language and Multi Language Support → Edit Translations, then update the Customer Portal section. You can customize text such as the portal heading, description, quote serial number, and table labels.
Example #
Imagine a B2B customer in the U.S. who regularly requests quotes for bulk orders. Instead of waiting for emails back and forth, they log in to your store’s Customer Portal. There, they see all pending and approved quotes, download the official PDF, and with one click, approve and pay for their order. This saves time for both sides and builds confidence in your business.
