Quotes in customer accounts

Quotes can appear inside the account area customers already use to check their orders, instead of only on a separate storefront page. Everything for this sits under the Customer account item in the app navigation.

Caution

The app states: “The customer account feature is built with Shopify’s new customer account UI extensions.” Your store needs Shopify’s new customer accounts — the older documentation calls the same thing the new login type of Shopify, so look for either name in your Shopify settings. The feature does not appear on classic customer accounts.

The Customer account page holds all three settings.

What is on the page

What a signed-in customer finds: their quotes, each with its own actions.

Setting	What it does
New customer account settings	"Activate the quote list feature for new customer account pages."
Translation	"Translate the Quote List section for new customer accounts."
Permission setting	"Set permissions that allow your customers to view, manage, or respond to their quotes."

Caution

Customers have to be signed in. The account area belongs to the customer, so quotes only appear there once they have logged in to their account on your store. A logged-out visitor sees nothing, and no setting on this page changes that. Test it signed in, or you will think the feature is broken.

Step 1 — Activate the quote list

New customer account settings is not a switch you flip inside the app. The button hands you over to Shopify: it opens your store’s Checkout and customer accounts editor in a new browser tab, on the customer profile page, with the app blocks available. The app stays open in the tab behind it, so you can come back without losing your place.

The app adds two blocks in that editor, and they do different jobs. Add one, the other, or both.

Block	Where it appears	What the customer does with it
View Quote Profile	On the profile page, as a block	Shows a banner reading "View and manage your quote list" with a View quote button that opens the quote list page. You can style it from the profile page.
Quote List	In the account header menu, as a menu item	Gives them a permanent link at the top of the account, so quotes are one click away from anywhere in the account.

1. Open Customer account

   In the app navigation, click Customer account.

2. Click New customer account settings

   On the first card, click the New customer account settings button. Shopify’s Checkout and customer accounts editor opens in a new tab.

   

   The app’s blocks appear in the editor’s picker once the hand-off lands.

3. Add View Quote Profile to the profile page

   In the editor, add the View Quote Profile block to the profile page and set it up the way you want it to look. This is the block that gives customers a View quote button.

4. Save before you add the Quote List block

   

   Save the profile page before moving to the menu.

   On the Quote List section page, click Save first, then click the Quote list block to start adding it to the header menu.

   Danger

   The order matters. If you try to add the block before saving, it is not there to add. Save, then add.

5. Place Quote list in the header menu, and save again

   

   The menu is its own save — the profile page’s Save does not cover it.

   Set up the Quote list section in the header menu and click Save a second time. Two saves, not one — the first one makes the block available, the second one keeps where you put it.

6. Check it as a customer

   Go back to your storefront, sign in as a customer and open the account area.

   

   Signed-in customers find their quotes in their own account.

Step 2 — Decide what customers may do

Permission setting is where you “Set permissions that allow your customers to view, manage, or respond to their quotes.” So this is not only about whether quotes are visible — it is also where you decide whether a customer can act on one.

The card holds an Add condition button, a Search conditions box, and a table with the columns Title, Condition, Status and Action. Each row has an edit and a delete control under Action. The table starts with a Default condition row.

The Default condition, and when it stops applying

Default condition is what applies until you add your own.

If you never create a condition of your own, the app applies the Default condition on the first row, and that row carries all permissions. That is why quotes look fully open before you have configured anything.

Danger

The Default condition stops working the moment you create custom conditions. From then on, only your own conditions decide what customers see and do. If you add one narrow condition and nothing else, every customer outside it loses access — so make sure your conditions between them cover everyone you want to keep serving.

The Default row is deliberately fenced off: it has no Condition section (it targets everybody), its Status switch is locked, and its delete control is disabled. You can still open it with the edit control and change which permissions and which fields it grants.

Add a condition

On the Customer account page, scroll to Permission setting and click Add condition.

Conditions decide what each kind of customer may do with a quote.

The screen that opens has five sections. Work down them in order.

One condition, top to bottom: what it is called, who it matches, and what it allows.

1. General

   Two controls: a Status switch and a Title field.

   Turn Status on to make the condition live on your storefront; turn it off later to retire it without deleting it. A new condition is created off, and the badge beside the title reads Draft until you switch it on — a condition sitting at Draft is the usual reason a permission “did not apply”.

   Type a Title you will recognise in the list a year from now, such as Wholesale customers — full access. The field starts with the placeholder text Condition, and the app refuses to save with it empty (“Title can’t be blank”).

2. Condition

   “Apply the rule only if the customer matches the specified conditions.” This is who the rule applies to. Pick one of four:

   Choice	What you then set
   All	Nothing — it reads "All logged-in customers".
   Customer Tag	Customer tag contains or Customer tag doesn't contain, then the tags themselves. Separate several tags with commas.
   Customer Country	Customer country is in or Customer country is not in, then search for and pick countries. Each one you pick is added as a tag you can remove.
   Customer Type	Customer type is or Customer type is not, then DTC or B2B.

   Caution

   Only customers who satisfy this condition can see the quote list section on the account page. Everything you grant in the next three sections is granted to them only.

   

3. Action Permissions

   

   Four switches decide what a matching customer can do to a quote.

   “Define the options accessible to customers on their account page.” Tick what a matching customer is allowed to do with a quote:

   • Export PDF
   • Accept quote
   • Reject quote
   • View detail

   Leave them all unticked and the customer can see that a quote exists but cannot open or answer it.

4. Quote Customer Information

   

   Choose which of their own details a customer sees on the quote.

   “Choose which quote details customers can view on their account page.” Tick which of their own details are shown back to them:

   Show contact · Show billing · Show shipping · Show payment terms · Show extra info

5. Quote Product Information

   

   And which parts of the quoted products they see, price included.

   “Choose which parts of the quoted products customers can see on their account page.” Tick what the product lines show:

   Show quantity · Show variant · Show SKU · Show properties · Show quote price · Show price · Show total · Show subtotal · Show shipping · Show tax · Show discount

   Note

   Show quote price and Show price are separate ticks. The first is the price you negotiated on the quote; the second is the product’s normal store price. Tick both only if you want the customer to compare them.

6. Save, then check it in the storefront

   

   The permissions you granted, as the customer meets them.

   Click Save on the save bar at the top. Discard changes beside it throws the edits away.

   Then sign in to your own storefront as a test customer who matches the condition and confirm you see exactly what you granted — and that a customer who does not match sees what you expect too.

Caution

Test every condition from the customer’s side before you rely on it. A permission you think you granted, but did not, looks to the customer like a quote they are not allowed to answer — and they will email you instead.

Note

Keep the permissions as simple as your business allows. A short list is easier to check a year from now than a long one.

Step 3 — Translate the section

Translation on the same page lets you “Translate the Quote List section for new customer accounts.” It covers that section of the account page and nothing else.

1. Open the Translation button

   On the Customer account page, go to the Translation card and click the Translation button.

2. Fill in the wording, group by group

   The Translate the quote list for new customer accounts page lists every string in the section, grouped under headings such as Quote profile banner action, Quote page, Quote status, Quote action, Quote item, Customer information, Payment information, Quote product, Export modal and Empty Page.

   Each string is a pair of fields: the left one shows the original English and cannot be edited, the right one is yours to fill in. Click into the right-hand field and type the wording you want customers to read.

   

   

3. Save and check the storefront

   Click Save, then sign in to your storefront and open the account area to see the new wording in place.

Everything else your customers read — the quote form, your storefront text and both quote emails — is translated somewhere else, on the Translations tab of Advanced settings. See Translate storefront text.

Note

Do both. Translating your storefront text but not the account section leaves the quote list sitting in English in the middle of an otherwise translated account page.

Two ways to show past quotes

Approach	Use when
Quote history page	You want a page you can link from your menu, at /pages/quotes-history.
Customer account	Your store uses Shopify's new customer accounts and you want quotes to sit alongside orders, where customers expect them.

Both need the customer to be signed in, so neither replaces the emails you send. See Quote history page.

If the settings look greyed out

Customer Account UI is listed under the PRO plan. If the controls on this page are disabled and the app shows a padlock line reading “🔐 This feature is available on …”, that is your plan rather than a fault — nothing is broken in your store or your theme. The link in that line goes to the plan that includes the feature, and Pricing plans in the app sidebar shows what each plan covers. See Plan comparison.

If something is missing in the account

What you see	What to check
Nothing at all in the account area	You are signed out, or the store is not on Shopify's new customer accounts.
The header menu link is missing	The Quote list block was added without saving the section first, or the second Save in the header menu was never made.
A customer sees the list but cannot accept or reject	Accept quote and Reject quote are not ticked in Action Permissions for the condition that matches them.
A customer who used to see quotes no longer does	You created a custom condition, so the Default condition stopped applying and that customer matches none of your conditions.
A condition has no effect	Its badge reads Draft. Open it and turn Status on in General.
The section is in English on a translated store	Use the Translation button on this page — Advanced settings > Translations does not cover it.

Next steps

• Quote history page — the standalone page alternative
• Translate storefront text — translate the rest of the wording customers see
• Pricing plans — check what your plan includes