> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/overview-of-the-quote-builder.md).

# Overview of the quote builder

How customers build quotes in the Trade Dashboard, what a quote contains, the statuses it moves through, and what happens when it's confirmed.

The quote builder is the **Quotes** side of the Trade Dashboard: trade customers build orders inside Shopify customer accounts, keep working on them over time, and confirm them when ready.

### Where it lives

The Trade Dashboard block has two tabs: the **dashboard**, where customers browse eligible products and add them, and **Quotes**, where they review and edit what they've built. Creating a quote from the dashboard takes the customer straight into the new quote, ready to keep editing. You control the tab names and titles: see [Set the Trade Portal header, titles & tabs](/trade-and-b2b/overview-of-trade-dashboard/set-the-trade-portal-header-titles-and-tabs.md).

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FehdTXnUmUadgboU8i1Uu%2FScreenshot%202026-09-07%20at%203.41.22%E2%80%AFPM.png?alt=media&amp;token=a4982310-552c-4b60-99ef-cc40de763ae1" alt=""><figcaption></figcaption></figure>

### What customers can do on a quote

Opening a quote from the Quotes list (**View / Edit**) gives customers a full editing view:

* adjust quantities, remove lines, and add more products with the product search
* review line totals, subtotal, shipping, and tax as they build
* edit the **shipping address** and choose the **shipping method**
* add a **note** for your team, if you've enabled the notes field
* on B2B accounts, enter a **PO number** (or your custom label, like *Project Reference*)
* [generate a PDF](/trade-and-b2b/quote-builder-and-draft-orders/generate-download-and-share-quote-pdfs.md) of the quote to download or share

Pricing and product visibility still follow the customer's company, catalog, and pricing setup.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2Fq0imSHYlcWQla7Bgd29A%2FScreenshot%202026-09-07%20at%203.44.02%E2%80%AFPM.png?alt=media&amp;token=ec4edabe-e939-4619-8bc5-dbf9f8302384" alt=""><figcaption></figcaption></figure>

### The quote lifecycle

{% stepper %}
{% step %}

#### Open

When a customer creates a quote, Roadmap generates a working draft order in Shopify, and the quote shows as **OPEN** in the Quotes list. It stays open while the customer keeps building; **Update Quote** saves their changes, and both your team and the customer can see it the whole time.
{% endstep %}

{% step %}

#### Confirmed

**Confirm Order** either sends the customer to Shopify checkout or submits the quote as a draft for your review. That's resolved automatically from the customer's company settings, falling back to the **Roadmap: Use Draft Order** metafield: see [Configure Trade Dashboard access and quote builder](/trade-and-b2b/overview-of-trade-dashboard/configure-trade-dashboard-access-and-quote-builder.md). Quotes submitted for review show as **In Review**.
{% endstep %}

{% step %}

#### Completed

Once the quote becomes an order, it appears in the same list as an **Order** row with a **COMPLETED** status, where customers can download it as an invoice.
{% endstep %}
{% endstepper %}

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FZDc5ZzKWdL17hFSFL541%2FScreenshot%202026-05-01%20at%205.19.50%E2%80%AFPM.png?alt=media&#x26;token=2546b021-4643-41c0-8d50-7e07142c1475" alt=""><figcaption></figcaption></figure>

### Working orders in Shopify

Every open quote is a real Shopify draft order, so your team can watch quotes take shape from the Shopify admin, step in to help, and build views that separate in-progress quotes from submitted ones: see [Create workflows within Shopify draft orders](/trade-and-b2b/quote-builder-and-draft-orders/create-workflows-within-shopify-draft-orders-to-track-working-quotes-and-submitted-quotes-for-review.md). What happens to submitted drafts (automatic conversion, review tagging) is controlled by [Draft Order automation](/trade-and-b2b/quote-builder-and-draft-orders/automate-roadmap-draft-orders.md).

### Why this matters

The quote builder keeps a clean handoff between customer activity and internal review: customers build at their own pace without creating half-finished orders, and your team always knows which quotes are still in progress, which are waiting on review, and which have become orders.

### Related guides

* [How to install the dashboard and quote builder](/trade-and-b2b/overview-of-trade-dashboard/how-to-install-the-dashboard-and-quote-builder.md)
* [Configure Trade Dashboard access and quote builder](/trade-and-b2b/overview-of-trade-dashboard/configure-trade-dashboard-access-and-quote-builder.md)
* [Generate, download, and share quote PDFs](/trade-and-b2b/quote-builder-and-draft-orders/generate-download-and-share-quote-pdfs.md)
* [Automate Roadmap draft orders](/trade-and-b2b/quote-builder-and-draft-orders/automate-roadmap-draft-orders.md)
* [Create workflows within Shopify draft orders to track working quotes and submitted quotes for review](/trade-and-b2b/quote-builder-and-draft-orders/create-workflows-within-shopify-draft-orders-to-track-working-quotes-and-submitted-quotes-for-review.md)


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