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  1. Configure the flag at the Role level - this turns the Quoting functionality On/Off.
  2. Configure the quote conclusion Resource - this customises the message Customers see when submitting a quote request.
  3. Configure the email confirmation template - this customises the email Customers receive after the quote request integrates to PRONTO.

 

Tip

If your website is running on our BPD framework, see our Quote Requests article for an easy How To.

 

Step-by-step guide

To configure the Role-based flag: 

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