Is this feature disabled?


This feature needs to be implemented and enabled for your site by Commerce Vision. For versions 4.42+ only.


The Online Quoting feature allows reps to create quotes for any buyer, and then have that quote emailed to that buyer. It's even possible for the rep to enter an email address of a buyer that isn't registered on the platform, so the buyer can register then have their quote waiting and ready to go.


On this page:

Configuration

CMS feature settings

  1. CMS → Settings → Feature Management → Quote

  2. Change quote mode to "Online Only"
    1. and Enable Admin settings for the role that will send the quotes (Don't enable them globally)
    2. Specify the number of days before quote expires (default is 30 days)


  3. Ensure your newly create website users have sufficient ordering limits upon registration, found at:

    Self Registered Default Approval Limit
    Self Registered Default Requisition Limit

    Info

    You may not have access to these settings, if so, reach out to CV Staff to ensure above details are set.


Add Start Quoting & Quoting info widgets (required)

  1. CMS → Content → Pages & Templates → Theme Layout

  2. Add QuotingButtons widget in topbar zone

    This will show the "Start Quoting"/"Exit Quoting" buttons on every page allowing consultant to start quoting quickly




  3. Add QuotingModeInfo widget at the bottom zones.

    This will show an always-on-top panel with information about the customer being quoted for.




  4. Edit Checkout Quote Template to add Cancel Quote button

    This allows customer, who receives the quote, to cancel it on checkout page after clicking on the checkout link in the email.



Update existing emails (optional)

  1. Check Online Quote Email
  2. Then, the Online Quote Cancelled Email


Customer Experience

Quote Creator

  1. Open your site

  2. Hit the "Start Quoting" in the top bar (or wherever you've put this widget)


  3. Enter the unregistered user's details, then check they don't already have an account


  4. If they're new, or not yet registered as a customer, enter the initial role and customer account then hit "continue"


  5. Now you're creating a quote for the previously entered user!
  6. Add items to the cart


  7. When you're done, head to the cart
  8. Navigate through the cart, entering your new customers details
  9. At the final screen, confirm the quote expiry timeframe, then hit send
  10. Your new customer will receive an invitation to your platform, along with a quote!



Quote acceptor

  1. Your new customer will receive an email with a quote as an invitiation, with an option to checkout


  2. Upon clicking, after they've setup their new password, they'll be shown the quote and have the option to check out



Additional Information

Minimum Version Requirements


4.42+

Prerequisites


--

Self Configurable


No

Business Function


Ordering

BPD Only?


Yes

B2B/B2C/Both


Both

Third Party Costs


n/a


Related help

Related widgets


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