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. |
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:
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.
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. |
To enable standard quoting:
- 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.
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.
- 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.
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 |
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Your customer can also view and review the quote details in their Order History screen.