Negotiated quotes — what does the workflow + PDF generation look like?

Q: Negotiated quotes — what does the workflow + PDF generation look like?

The shipped pattern across 40+ B2B builds:Buyer side: add items to a cart → click "Request a quote" instead of checkout → quote enters "Submitted" state. Buyer can attach notes ("we need this delivered split across 3 warehouses").Sales-rep side: internal admin queue shows new quotes. Rep opens the quote, can edit line-item prices, add discount %, override shipping, attach payment terms (Net-30 / Net-45 / Net-60), set expiry (default 14 days). Quote moves to "Counter-offered".Buyer review: email link → sees revised quote with line-by-line price changes highlighted → accepts or counter-counters (limit 2 rounds typically).Conversion: "Accept" converts the quote to a placed order with the agreed price + payment terms locked in.PDF generation: auto-generated on every quote save, with company logo, customer billing/shipping address, line items + per-line pricing, tax breakdown, payment terms in the footer, expiry date in red. Library: Dompdf or mPDF for Open Source; native module for Adobe Commerce.Expiry rules: stale quotes (past expiry) flip to read-only; buyer can request re-quote which spawns a new draft pre-filled with the old line items at current pricing.

Question

Accepted Answer

The shipped pattern across 40+ B2B builds:

Buyer side: add items to a cart → click "Request a quote" instead of checkout → quote enters "Submitted" state. Buyer can attach notes ("we need this delivered split across 3 warehouses").
Sales-rep side: internal admin queue shows new quotes. Rep opens the quote, can edit line-item prices, add discount %, override shipping, attach payment terms (Net-30 / Net-45 / Net-60), set expiry (default 14 days). Quote moves to "Counter-offered".
Buyer review: email link → sees revised quote with line-by-line price changes highlighted → accepts or counter-counters (limit 2 rounds typically).
Conversion: "Accept" converts the quote to a placed order with the agreed price + payment terms locked in.

PDF generation: auto-generated on every quote save, with company logo, customer billing/shipping address, line items + per-line pricing, tax breakdown, payment terms in the footer, expiry date in red. Library: Dompdf or mPDF for Open Source; native module for Adobe Commerce.

Expiry rules: stale quotes (past expiry) flip to read-only; buyer can request re-quote which spawns a new draft pre-filled with the old line items at current pricing.