Business & Operations

ConfigQuote

by RCommerce

Overview

ConfigQuote helps merchants sell products that need options, rules, or custom pricing before checkout. Shoppers can configure products on the storefront, submit a quote request, and receive a clear branded quote, while merchants manage pricing logic, approvals, templates, and quote workflows in one place. It is especially useful for stores selling made-to-order, configurable, or inquiry-first products where standard add-to-cart flows are not enough.

Tools

activate_configuration

ChatGPT

Activate a ConfigQuote configuration.

add_quote_note

ChatGPT

Add an internal note or log a customer communication on a quote.

archive_configuration

ChatGPT

Archive a ConfigQuote configuration.

assign_quote

ChatGPT

Assign a quote to a team member.

create_configuration

ChatGPT

Create a ConfigQuote configuration.

create_implicit_model

ChatGPT

Store an implicit.js ES module (SDF/CSG parametric model) as a .implicit.mjs file in tenant model storage. The code must be a valid ES module exporting a default SDF function. Returns a model_url.

create_quote

ChatGPT

Create a quote from visual selections or manual line items. For visual mode, first call get_configuration to obtain nodeIds and optionIds, then pass selections as {nodeId: optionId}. For checkbox nodes pass {nodeId: [optionId1, optionId2]}. For number/text nodes pass {nodeId: value}.

get_configuration

ChatGPT

Get a single configuration by ID with its full node/option structure. Call this before create_quote to get the nodeIds and optionIds required for the selections map.

get_quote

ChatGPT

Get a single quote by ID with full details including items, status history, and communications.

get_quote_preview_link

ChatGPT

Create a temporary signed public quote view link.

get_quote_stats

ChatGPT

Get a pipeline summary: quote counts and total values grouped by status.

list_configurations

ChatGPT

List product configurations.

list_models

ChatGPT

List 3D models stored in tenant model storage.

list_quotes

ChatGPT

List quotes. For polling/scheduled-check use cases (e.g. "notify me about new quotes"), pass mark_seen=true with no since/updated_since — it returns only quotes created since your last mark_seen=true call (or all recent quotes on the first call), then remembers this run's time for next time. Pass since/updated_since explicitly to override that and query a specific window instead.

list_team

ChatGPT

List team members (admins and managers) with their IDs. Use to look up user IDs before assigning quotes.

search_products

ChatGPT

Search active configurable products.

send_quote

ChatGPT

Send a quote to its customer.

update_configuration

ChatGPT

Update a ConfigQuote configuration.

update_quote

ChatGPT

Edit an existing quote — update customer details, notes, addresses, or line items. Use items_mode=replace (default) to swap all items, or items_mode=append to add to existing items.