The quote workflow normally includes at least two customer emails.

Request received

Confirms that the store received the request and shows a summary of the requested products. Make it clear that the request is not yet the final personalized offer.

Personal quote

Shows the approved prices and includes the secure View Personal Quote action.

Customer portal

When the Customer Quote Portal is enabled, logged-in customers can review quote records from My Account. Use a clear menu label such as My Quotes.

Branding

Use Company & Email Details to keep customer emails consistent with your store identity. Test emails in desktop and mobile email clients before launch.