How you reply with prices
This walks through the admin side: opening a new quote in the inbox, editing prices and adjustments, sending the offer.
Open the Quotes inbox
In your Shopify admin → Apps → Orbit B2B → Quotes. You see an email-style inbox with:
Tabs to filter by status: All, Pending, Replied, Negotiating, Accepted, Rejected, Expired
Search by quote number, customer name, or email
Unread badge on quotes you have not opened yet
Background polling every 30 seconds to surface new requests in real-time
Click any row to open the quote detail panel on the right.
Quote detail layout
The detail panel has 4 sections, top to bottom:
Customer info card
Shows everything you need to make a pricing call:
Name + email (click email to open mailto)
Linked Company (click to open the Company page)
Pricing tier (click to open the Customer Group)
Shopify tags
Quote history: total submitted, accepted, rejected, expired, accept rate %
Items requested
Editable table — one row per variant the buyer requested. You can:
Change quantity (rare but supported)
Edit Unit price — this is your offered price, may differ from buyer's target
See the original target price + catalog price as struck-through reference
Order adjustments
Discount — fixed amount or percentage, with a custom title (e.g. "First-time wholesale discount")
Shipping — flat fee + label (e.g. "Negotiated freight")
Validity — 3 / 7 / 14 / 30 days or Custom
Payment terms — Due on receipt, Net 15, Net 30, Net 60, Prepay 50%, Custom. See Payment terms for what each does.
The Subtotal + Total update live as you edit.
Conversation
The full message thread between you and the buyer. Customer messages on the left, your replies on the right (color-coded). System events (price revisions, status changes) appear as muted notes.
Two reply buttons
At the bottom of the detail panel:
Send message only — adds a text reply to the thread, no price change. Use for clarifying questions or follow-ups.
Send price update — saves all your edits (items, adjustments, validity, payment terms) as a new price revision, sets validity.validUntil, and pushes the new offer to the buyer.
Both fire an email to the buyer using the Quote Reply template.
Status transitions
Pending
Send price update
Replied
Replied / Negotiating
Send message only (no price change)
Same status
Replied / Negotiating
Send price update (counter offer)
Negotiating
Replied / Negotiating
Buyer sends a text reply
Negotiating
Replied / Negotiating
Buyer clicks Accept
Accepted (draft order created)
Any open status
Buyer clicks Decline
Rejected
Replied / Negotiating
Validity passes
Expired (auto)
Tips
Always set a sensible validity. Too short = buyer feels pressured. Too long = you risk margin shifts.
Use Send message only to ask clarifying questions before committing prices. Avoids back-and-forth price revisions.
The customer's quote history (in the customer info card) tells you if they usually accept or just shop quotes around.
Next steps
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