Quote email templates

Six templates fire automatically as a quote moves through its lifecycle. All are editable per language under Email Templates → Quote in your admin.

The 6 templates

Template	Trigger	Sent to
Quote Submitted	Customer submits a new request	You (merchant)
Quote Reply	You send a price update	Customer
Quote Accepted	Customer accepts the offer	You (merchant)
Quote Invoice (Net terms)	Customer accepts a Net X / Prepay / Custom quote	Customer (with PDF attached)
Quote Expiring Soon	24 hours before validity ends	Customer
Quote Expired	Validity date passes without action	Customer

Each template has its own subject + HTML body + per-locale translations.

Available shortcodes

Replace placeholders dynamically when the email sends.

Common to all quote emails

• {{quote_number}} — Quote #Q-2026-0042
• {{customer_name}} — Jane Smith
• {{customer_email}} — [e-mail]
• {{shop_name}} — your store name
• {{shop_url}} — your storefront URL
• {{quote_total}} — formatted total ($1,234.50 USD)
• {{quote_link}} — direct URL to the customer-facing quote page
• {{admin_link}} — direct URL to the admin Quote detail (admin only)
• {{valid_until}} — formatted validity end date
• {{item_count}} — number of distinct items
• {{total_quantity}} — sum of all quantities
• {{submitted_at}} — formatted submit timestamp

Quote Submitted (admin)

• {{customer_message}} — what the buyer typed in the message field

Quote Reply (customer)

• {{admin_message}} — your message in the reply box

Quote Accepted (admin)

• {{draft_order_name}} — the Shopify draft order name (e.g. #D1245)

Quote Invoice (customer)

• {{payment_terms}} — formatted payment terms label ("Net 30", "Prepay 50%", etc.)
• {{payment_terms_custom}} — the custom payment terms note you typed, wrapped in <p>

Editing a template

1. Apps → Orbit B2B → Email Templates
2. Sidebar groups: Email Templates · Registration, Email Templates · Quote, etc.
3. Click any quote template to open the editor
4. Use the language tabs at the top of the editor to translate per locale
5. Insert shortcodes from the right-hand "Insert Shortcode" panel
6. Toggle Enabled to turn an individual template on/off
7. Save

Tip: send a test email after editing — the Actions panel has a Send test email button so you can verify formatting on your inbox before the next real send.

Default translations

Out of the box the 6 templates ship with translations for:

• English
• Vietnamese (Tiếng Việt)
• French (Français)
• German (Deutsch)
• Spanish (Español)
• Japanese (日本語)

The storefront picks the locale from request.locale.iso_code. You can edit any default to match your brand voice.

When emails don't send

Check SMTP setup first: Email Templates → Configuration → SMTP Settings. Without valid SMTP, every email send is silently skipped (logged in the backend, not visible to merchant). Click Send test email to verify config.

Next steps

• Translate storefront text per language
• Troubleshooting: emails not sending