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.
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 of the quote to download or share
Pricing and product visibility still follow the customer's company, catalog, and pricing setup.
The quote lifecycle
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. Quotes submitted for review show as In Review.
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. What happens to submitted drafts (automatic conversion, review tagging) is controlled by Draft Order automation.
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.
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