Several quotation modes are available. The standard mode can be self-configured. The other options involve customisation and consultation with Commerce Vision is required.
*Pronto can be replaced with the ERP used by your business. |
Instead of proceeding to checkout from the Cart page, your customer requests a quote for 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.
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 → 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, they will not function unless customised by Commerce Vision.)
- Click USave or Save & Exit.
- 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.