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.
As with the Standard 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.
Review Quotes
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, resend the quote or delete the quote. See: Quote Review.
Integration with Approvals System
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. For Approvals configuration and options, see: Aprovals.
Configure Standard and Approved mode
- In the CMS, navigate to Settings → Feature Management → Payment & Checkout → Quotes.
- Ensure Quotes is toggled ON, then click Configure.
- In Quote ModeSelection, select 'Standard And Approved'.
- 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.
- The Expired Quote Usage Request Email button takes you to the email template used when a user asks for an expired quote to be re-activated. You can edit the email message in the Expired Quote Usage Request Email Information Widget.
- 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.
| Info |
|---|
Maintain Quote Cancellation Reasons
To add a reason: - click the Add New Quote Cancellation Reason button.
- In Add Quote Cancelled Reason, set the options:
Is active: to allow this reason on your website, toggle ON.
Code: a unique code to identify this reason
Description: description of reason (displays to the user)
- Click Save.
|
- In Task Options, set options for the scheduled task that sends the expiring soon email. NOTE - The expiry date is set by your ERP.
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.
| Minimum Version Requirements |
| Multiexcerpt |
|---|
| MultiExcerptName | Minimum Version Requirements |
|---|
| 4.34 |
|
|---|
| Prerequisites | |
|---|
| Self Configurable |
| Multiexcerpt |
|---|
| MultiExcerptName | Self Configurable |
|---|
| No |
|
|---|
| Business Function |
| Multiexcerpt |
|---|
| MultiExcerptName | Business Function |
|---|
| Orders |
|
|---|
| BPD Only? | |
|---|
| B2B/B2C/Both |
| Multiexcerpt |
|---|
| MultiExcerptName | B2B/B2C/Both |
|---|
| B2B |
|
|---|
| Third Party Costs |
| Multiexcerpt |
|---|
| MultiExcerptName | Third Party Costs |
|---|
| n/a
|
|
|---|
| Content by Label |
|---|
| showLabels | false |
|---|
| spaces | KB |
|---|
| showSpace | false |
|---|
| sort | creation |
|---|
| excerpt | true |
|---|
| reverse | true |
|---|
| excludeCurrent | true |
|---|
| operator | AND |
|---|
| cql | label = "quoting" and space = "KB" |
|---|
| labels | widget cms |
|---|
|
| Content by Label |
|---|
| showLabels | false |
|---|
| spaces | KB |
|---|
| showSpace | false |
|---|
| sort | creation |
|---|
| excerpt | true |
|---|
| reverse | true |
|---|
| title | Related widgets |
|---|
| excludeCurrent | true |
|---|
| operator | AND |
|---|
| cql | label = "widget" and space = "KB" and title ~ "quote" |
|---|
| labels | widget cms |
|---|
|