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Version: 3.x

Handle quotations and saved carts

Version
3.x
Updated
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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

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; a status change can fire its notification email, same as for orders — see set up the order emails.
  • The everyday order routine — reading positions, driving status, invoices, manufacturing slips — is in 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.
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