Creating and Managing Quotes

Our Quotes feature makes it easy for you to assemble an order, save it as a Quote (without needing to pay) and then return later and finish checkout with that order.

Using Quotes is great when you need to get approval for your order from a manager, committee, or other stakeholder first before completing an order. Quotes include any applicable taxes and actual shipping costs as well, giving your management a complete accounting of the planned order.

To create and save a Quote:

  1. Simply fill your cart with the items you want to purchase, including quantities and amounts.
  2. When you’re ready to submit your quote, click the “Proceed to checkout” button to checkout as normal
  3. Enter your billing and shipping address as normal
  4. Under the “Your Order” heading at the bottom of the checkout page, select “Submit Quote”
  5. Click the “Submit Quote” button.
  6. Your order will be saved as a Quote.

To submit a quote to your manager for approval:

You will receive an email summary of your quote that you can forward to your manager for approval.

You can also return to Your Account -> Orders to review your open quotes.

  1. Click “My Account” from the top of the site
  2. Then click “Orders” in your Account menu.
  3. Click the “View” button next to any order with the status “Quote Received”.

To convert a Quote into an order:

Once you have approval, you can convert any open quote into an order. Simply return to Your Account -> Orders and click “Pay” to convert the quote into an order and pay for it.

  1. Click on “My Account” in the main menu
  2. Click the “Orders” link in your Account menu
  3. Click the “Pay” button for any order with the status “Quote Received.”
  4. Follow the instructions on the checkout page to pay for your order.