# Handle quotations and saved carts

> The two non-purchase flows — Request Quote and Save Cart — and where they land in Orders.

Source: CBX documentation, version 4.0 preview (unreleased). Canonical page: https://docs.configbox.at/docs/4.0-preview/admin-guide/orders/quotations-and-saved-carts. Last updated 2026-08-01.

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> **Audience:** store admins, back-office staff · **Scope:** the quotation and saved-cart flows · **Last reviewed:** 2026-07-23

**What this does** — Not every configured cart is a purchase. CBX gives customers two
non-buying exits from the cart — **Request Quote** and **Save Cart** — and both land in the same
**Orders** list as real orders, with their own statuses, so you can follow them up.

## The two flows, from the storefront

Besides **Checkout**, the cart offers **Save Cart** and **Request Quote**:

- **Save Cart** — the customer gives a name and email, and the cart is stored. It reappears in
  their account under **Order History** with status **Saved**, ready to reopen and finish later.
- **Request Quote** — opens the **Get a quotation** address form; after **Get Quote** the customer
  reaches a "Thank you, your quotation is ready to download" page with a **Download** button. The
  request arrives in **Orders** with status **Quotation requested**, and becomes **Quotation
  sent** once you issue the quote.

Neither is a purchase: no payment is taken, and nothing ships until the customer comes back and
checks out (or you convert the quote).

## Finding them in the back office

Open **Orders** in the CBX menu. Quotations and saved carts sit in the same list as orders:

![The Orders list showing Saved and Quotation-sent rows](img/quotations-saved-carts.jpeg)

The list shows **ID**, **Order** (its **Display** link), **Customer**, **Status** and **Time
Created**. Narrow it with **Search for Customer**, the two date filters, or the **Select Status**
dropdown — pick a quotation or saved status to see only those. Here, customer "Demo Alex" has a
**Saved** cart and a **Quotation sent**.

## Following up

- **A quotation:** open it with **Display**, review what was configured, and issue the quote —
  the flow produces a **quotation PDF** (not an invoice). Sending it moves the status to
  **Quotation sent**; if the customer accepts, they proceed to a normal order.
- **A saved cart:** it's the customer's to resume from their account — you mostly leave it be, but
  it's visible here so you can see demand that hasn't converted yet.

## Good to know

- These share the [order status lifecycle](https://docs.configbox.at/docs/4.0-preview/admin-guide/orders/); a status change can fire its
  **notification** email, same as for orders — see [set up the order emails](https://docs.configbox.at/docs/4.0-preview/admin-guide/orders/set-up-order-emails).
- The everyday order routine — reading positions, driving status, invoices, manufacturing slips —
  is in [process an order](https://docs.configbox.at/docs/4.0-preview/admin-guide/orders/process-an-order); this article is only the non-purchase side.
- Abandoned guest saved carts and quotations are cleaned up automatically after the lifetime set
  in **Settings → Maintenance**; give real prospects an account so their records persist.