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*Pronto can be replaced with the ERP used by your business. 

Customer Experience

Instead of proceeding to checkout from the Cart page, your customer requests a quote on their cart items by clicking the Request Quote button. They will receive a 'Quote Confirmation' email and your nominated admin staff member(s) will receive a 'Quote Submitted' email.  

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In the standard quotation mode, a quotation request is 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 converts the quotation to a Sales Order directly in your ERP. This is re-integrated online.

View Quotes in Order History

Your customer can also view and review the quote details in their Order History screen.

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Quote notification emails

After a quote has been submitted, your admin staff will receive a 'Quote Submitted' email. The customer will receive the 'Quote Confirmation' email.  

Email: Quote Confirmation emailExample: Quote Submitted email

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Configure Standard Quote Mode

To enable standard quoting:

1. Set Request Quote for a Role

In the CMS, navigate to

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. There are many reasons for a customer to request a quote:

  • 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 proceeding.
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    Request a Quote gives your B2B customers the ability to add items to their cart and send a quote request. Your staff responds. The customer reviews it and can place an order based on the quote.  This can be set up as a completely online only process or integrated in your ERP as 'Quote' order types. When captured in your ERP, simply follow your existing internal workflows for dealing with customer quote requests. An approval process where quotes need to be signed off by specific customer roles or users can also be added.

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    Table of Contents

    Request Quote Modes

    Info
    titleQuotation modes available

    Several quotation modes are available. The standard mode can be self-configured. The other options need consultation with Commerce Vision.

  • standard: this self-configured mode can be enabled by Admin roles. Request Quote is set for specific Roles, e,g, B2B buyer. Note that freight is not calculated in the quote 

    • standard and approved:integrates quotes to your ERP with approvals managed online through the approvals feature 
  • standard and Pronto approved: this mode integrates the standard mode with Pronto approved 
  • advanced with freight: this mode includes freight calculations and must be customised to your specific freight solution 
  • Pronto approved: (for use with Pronto only) - this mode integrates with the Pronto quote approval system
  • Pronto freight approved: (for use with Pronto only) - this mode integrates with the Pronto freight system 
  • online only: this mode is completely managed on your Commerce Vision website
  • online with appproved: this mode is online with online approvals  

    • Standard Quotes mode offers a simple way to use the Commerce Vision platform ordering process to initiate ERP-maintained quotes. A standard quote (with no freight) your customer creates on your website is automatically sent to the ERP for review and editing by your sales/customer service team. They may want to adjust pricing, add freight cost, check stock, etc. After the quote is finalised and freight added in the ERP, it is converted to a sales order and re-integrated to your website. Your customer can accept the quote by submitting it as an order. If it is not accepted by the expiry date, the quote will become invalid. 


    Info

    NOTE - Freight options from your website are never added to a standard quote. Freight cost must be added in the ERP. The online approvals feature cannot be used with this mode. 


    Configuration

    Pronto ERP: Self-configurable after Quotes feature enabled by Commerce Vision.

    Other ERPs: Talk to Commerce Vision for custom implementation.


    Info

    Use Standard & Approved quote mode if your business quoting requirements need one or more of these features:






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    On this page:

    Table of Contents


    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.

    Request Quote in order line header - Commerce VisionImage AddedRequest Quote in Cart button - Commerce VisionImage Added


    2. The customer selects Request Quote to create the quote. The quote submission is acknowledged in the quote conclusion page.

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    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.

    Quote in Order History - Commerce VisionImage Added


    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.

    1. In the CMS, go to E-Commerce → Users → Roles.

    2. Select the Role you'd like to update (e.g. 'CSSUser'). The page will immediately refresh to display role details.

    3. Select the Functions tab and click Modify.

    4. Set Allow Order Quote Requests to Yes.
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    5. Click OK to save.


    2. Set Order Quoting Mode to Standard

    Info

    Quote requests utilising standard system functionality in the standard quote mode will not automatically include shipping freight charges. If this data is required in quote calculations, please contact Commerce Vision for assistance, another quote mote must be implemented.

    1. In the CMS, navigate go to Settings → Settings → Feature Management → Payment & Checkout.

    2. Scroll down to Quotes and ensure it is toggled ON.
       

    3. Click Configure.

    4. In Quote Mode Selection, select 'Standard'. (NOTE - While there are other options in the lookup, they will not function unless customised each one must be implemented by Commerce Vision to work on your site.)
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    5. Click Save or Save & Exit.

    3. Add Cart Quote Button Widget 

    This step renders the Quote Request button.


    Image Removed3. Configure the Quote Confirmation Email (optional)

    (It may have been completed during implementation.) 

    1. In the CMS, go to Content → Pages & Templates → Checkout → Cart.

    2. In the zone the button is to display, click Add Widget.

    3. Find the Cart Quote Button Widget, then click Add Widget.

    4.  Edit options. See: Cart Quote Button Widget.

    5. Click Save. TIP - You can drag and drop the widget to another position in the zone.
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    4. Edit email templates (optional)

    The Quote Confirmation and Standard Quote Submitted email templates can be edited. 

    1. In the CMS, navigate go to Content → Emails.

    2. Search for 'quote' and you'll see the following optionsto find these templates:
      • Quote Confirmation - the email your to customer gets when they submit a quote request made
      • Standard Quote Submitted - the internal email sent to your internal staff to advise of that a new quote request has been made


    3. Select the Quote Confirmation Email email template to edit. 

    4. Edit existing widgets. You can edit any of the existing widgets, or add new onesalso add other widgets. In the this example below, a Static Content Widget was added to display the 'thank you' subtitle text.

    Configure Standard and Approved Quote Mode

    This mode is available only if Commerce Vision has implemented it for your website. Sites must be on version 4.34+.

    In the CMS, navigate to Settings → Feature Management → Payment & Checkout → Quotes.
  • Ensure Quotes is toggled ON, then click Configure.
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    • In Quote ModeSelection, select 'Standard And Approved'.
    Image Removed    The quote search comes with default fields. To add other fields, in Quote Search Custom Field List, add the required fields. Leave blank if not needed.
  • In Quote Request Submitted Message, if you wish, edit the message the user sees on the screen after submitting a quote.
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    • The Expired Quote Usage Request Email button takes you to the email template. You can edit the email message there.
    The Edit Website Users button takes you to the Website Users function. 

    The Edit Quote Cancelled Reasons button takes you to the Quote Cancelled Reason Maintenance page where quote cancellation reasons can be added. 

    Expand
    titleClick here for a guide...

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    In Task Options, set options for the scheduled task that sends the expiring soon email. NOTE - The expiry date is set by your ERP.
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    Number of days before quote expires to send email: enter the number of days before the expiration date a reminder email is sent
    Date/time to start running scheduled task?: enter the date and time the scheduled task starts.


    The Quote Reminder Email button takes you to the Quote Reminder Email template. You can edit the email message there.
    Click Save.

    The customer can review the quote through the Review Quote page. There, they can choose to accept the quote and place an order, ask followup questions, send for another quote or delete the quote.

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    Include Approvals

    The Standard and Approved mode is automatically integrated with the Approvals feature on your website. If Approvals is active for the customer and the total for a quote will exceed the user's budget, approval is needed when the quote is converted to an order.

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    5. Change Quote Submitted message (optional)


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    To change the quote submitted message from the default: 'Your quote request has been received. Thank you.', edit the resource: rcQuoteRequestSubmitted


    See: Customise Popup Messages 


    Additional Information


    Minimum Version Requirements


    Multiexcerpt
    MultiExcerptNameMinimum Version Requirements

    4.

    34

    17


    Prerequisites


    Multiexcerpt
    MultiExcerptNamePre reqs

    --


    Self Configurable


    Multiexcerpt
    MultiExcerptNameSelf Configurable
    No

    Yes


    Business Function


    Multiexcerpt
    MultiExcerptNameBusiness Function
    Orders

    Ordering


    BPD Only?


    Multiexcerpt
    MultiExcerptNameBPD Only

    Yes


    B2B/B2C/Both


    Multiexcerpt
    MultiExcerptNameB2B/B2C/Both

    B2B


    Third Party Costs


    Multiexcerpt
    MultiExcerptNameThird Party Costs

    n/a



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