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.
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.
Quotation modes available
Several quotation modes are available. The standard mode can be self-configured. As the other options involve customisation, consultation with Commerce Vision is required.
- standard: this self-configured mode can be enabled by Admin roles. The setting is based on Role. Note that freight is not calculated in the quote.
- standard and Pronto approved: this option integrates the standard mode with Pronto approved.
- advanced with freight: this option includes freight calculations and must be customised to your specific freight solution
- Pronto approved: (for use with Pronto only) - this option integrates with the Pronto quotation system
- Pronto freight approved: (for use with Pronto only) - integrates
*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
- In the CMS, navigate to Users → Roles.
- Select the Role you'd like to update (e.g. 'CSSUser'). The page will immediately refresh to display role details.
- Select the Functions tab and click Modify.
- Set Allow Order Quote Requests to Yes.
- Click OK to save.
2. Set Order Quoting Mode to Standard
Quote requests utilising standard system functionality will not include shipping charges. If this data is required in quote calculations, please contact Commerce Vision for assistance.
- In the CMS, navigate to Settings → Settings.
- Select the Advanced Quoting tab.
- In the dropdown for Order Quoting Mode, select Standard.
- Click Update to save.
3. Configure the Quote Confirmation Email (optional)
- In the CMS, navigate to Content → Emails.
- Search for 'quote' and you'll see the following options:
- Quote Confirmation - the email your customer gets when they submit a quote request
- Standard Quote Submitted - the internal email sent to your staff to advise of a new quote request
- Select the Quote Confirmation Email template.
- You can edit any of the existing widgets, or add new ones. In the example below, Static Content Widget was added to display the 'thank you' subtitle 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.
| Email: Quote Confirmation email | Example: Quote Submitted email |
|---|---|
|
|
View Quotes in Order History
Your customer can also view and review the quote details in their Order History screen.
