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Give your customers the ability to add items to their cart and request a quote from you. These 'wishlists' are captured in your ERP as 'Quote' order types, and can be valuable lead-generation and customer engagement tools. Once the quote is in your ERP, you simply follow your existing internal workflows for dealing with customer quote requests. |
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Overview
When dealing with small and medium-sized enterprises (SME), trade, government departments and international customers, a quotation function can offer additional value not generally available on B2C websites, which are designed for immediate sales. There are many reasons for a customer to request a quote. Here are some reasons:
- Compliance - the customer may need a few quotes from different suppliers as part of corporate governance; they may use this as a form of approval as well.
- Better Pricing - the customer wants to buy a large quantity of multiple items and would like a sales rep to review for better prices;
- Or they may have seen a competitor's product but would prefer to buy yours if you can price match or start a conversation about why your product is better.
- Provide Assistance - the customer needs to buy a specific product but is unsure if there are any accessories, consumables etc required - a quotation will offer you an opportunity to upsell and convert a quote into Sales Order.
- Freight Information - the customer wants to buy a product and would like to confirm the shipping costs and lead time before going ahead with the purchase.
On a BPD site, your customers can easily request a quote on the items in their cart by clicking the Request Quote button in their Cart. After the request, your admin staff will receive a 'Quote Submitted' email, and your customer will receive the 'Quote Confirmation' email.
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In the standard quotation mode, by default, a quotation request will be loaded into your ERP, e.g., PRONTO, with the quotation status: '02'. In the ERP, your Sales Rep and Customer Service team can easily identify the items on the quote, check cost (and margin), etc. After any price adjustments, the team can convert the quotation to a Sales Order directly in your ERP.
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Several quotation modes are available. The standard mode can be self-configured. As the other options involve customisation, consultation with Commerce Vision is required.
*Pronto can be replaced with any ERP used by your business. |
Enable Standard quoting mode
To enable standard quoting:
1. Turn Quoting on for the Role
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Customer Experience
1. On the cart page, the customer clicks Request Quote in the order line header or the Request Quote button.
A Request Quote button can be placed in any zone on the page. In our example, we added it next to 'Continue to Checkout'. This makes it clear to the user that they can choose to create a quote of out of their cart contents instead of an order.
2. The customer selects Request Quote to create the quote. The quote submission is acknowledged in the quote conclusion page.
3. The customer receives a 'Quote Confirmation' email. The email recipient in your organisation assigned to quote notifications receives the 'Quote Submitted' email.
| Quote Confirmation email (to customer user) | Quote Submitted email (to staff user) |
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4. When the finalised quote is reintegrated online, the customer is alerted by email.
5. On the Order History page, your customer can view the quote and convert it to an order. NOTE - They may need to enter the quote's invoice number in the Invoice/Order Number field.
Configure Standard Quote mode
This guide assumes Commerce Vision has enabled Quotes for your website.
1. Enable Request Quote for a Role
Regardless of which quote mode has been implemented on your site, every Role that can make quote requests must be individually enabled for quoting.
- In the CMS, go to E-Commerce → Users → Roles.
- Select the Role you'd like to update (e.g. 'CSSUser'). The page will
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- refresh to display role details.
- Select the Functions tab and click Modify.
- Set Allow Order Quote Requests to Yes.
- Click OK
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- to save.
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2. Set Order Quoting Mode to Standard
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Quote requests |
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in the standard quote mode will not automatically include |
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freight charges. If this |
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is required |
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, another quote mote must be implemented. |
- In the CMS,
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- go to Settings
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3. Configure the Quote Confirmation Email (optional)
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- → Settings → Feature Management → Payment & Checkout.
- Scroll down to Quotes and ensure it is toggled ON.
- Click Configure.
- In Quote Mode Selection, select 'Standard'. (NOTE - While there are other options in the lookup, each one must be implemented by Commerce Vision to work on your site.)
- Click Save or Save & Exit.
3. Add Cart Quote Button Widget
This step renders the Quote Request button. (It may have been completed during implementation.)
- In the CMS, go to Content → Pages & Templates → Checkout → Cart.
- In the zone the button is to display, click Add Widget.
- Find the Cart Quote Button Widget, then click Add Widget.
- Edit options. See: Cart Quote Button Widget.
- Click Save. TIP - You can drag and drop the widget to another position in the zone.
4. Edit email templates (optional)
The Quote Confirmation and Standard Quote Submitted email templates can be edited.
- In the CMS, go to Content → Emails.
- Search for 'quote'
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- to find these templates:
- Quote Confirmation - the email
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- to customer
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- quote request made
- Standard Quote Submitted - the
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- to
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- internal staff
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- that a
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- quote request has been made
- Select the
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- email template to edit.
- Edit existing widgets. You can
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- also add other widgets. In
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- this example
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- , a Static Content Widget was added to display the 'thank you'
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- text.
Quote notification emails
After a quote has been submitted, your admin staff will receive a 'Quote Submitted' email, and your customer will receive the 'Quote Confirmation' email.
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View Quotes in Order History
Your customer can also view and review the quote details in their Order History screen.
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5. Change Quote Submitted message (optional)
To change the quote submitted message from the default: 'Your quote request has been received. Thank you.', edit the resource: rcQuoteRequestSubmitted
Additional Information
| Minimum Version Requirements |
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| Prerequisites |
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| Self Configurable |
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| Business Function |
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| BPD Only? |
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| B2B/B2C/Both |
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| Third Party Costs |
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