Page History

Customer Experience

Instead of proceeding going to checkout Checkout from the Cart page, your customer the user 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 is alerted via a 'Quote Submitted' email.  

As with Like 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 or Customer Service team can easily identify the items on the quote, check cost costs (and marginmargins), etc. After any price adjustments, the team converts the quotation quote is converted to a Sales Order directly in your ERP. This is re-integrated reintegrated online.

Review Quotes

Once reintegrated, the customer can review reviews the quote through the Review Quote page. There, they can choose to accept the quote and place an order, ask followup questions, have the quote re-sent, request reactivation of an expired quote, or delete the quote. See: Quote Review.

Integration with Approvals

feature

For sites set up with customer or user budget limits and an approval process, 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 the quote total will exceed the user's budget, approval is needed when the quote is Order Limit, an assigned approver must accept the quote before it can be converted to an order. For Approvals configuration and options, see: Aprovals.

1. In the CMS, navigate go to Settings → Feature Management → Payment & Checkout → Quotes.
   
   
2. Ensure Quotes is toggled ON, then click Configure.
   
   
3. In Quote ModeSelection, select 'Standard And Approved'.
   
4. 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.
   
   
5. (Optional) In Quote Request Submitted Message, if you wish, edit the confirmation message displayed to the user sees on the screen after submitting a quote.
    
6. The Expired Quote Usage Request Email button takes you goes to the email template used when a user asks for an expired quote to be re-activated. You can edit There, the email message in the can be edited. See: Expired Quote Usage Request Email Information Widget.
   
   
7. The Edit Website Users button takes you goes to the Website Users function. This allows easy access you to look up users to check and edit user budgets.
   
   

8. The Edit Quote Cancelled Reasons button takes you goes to the Quote Cancelled Reason Maintenance page where . There, quote cancellation reasons can be added, edited and deleted. A user must select one a reason when they want to delete a quote. 

   Info
   Maintain Quote Cancellation Reasons To add a reason: click 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. toggle ON for this reason to be available to users Code: a unique Id code to identify for this reason Description: description of reason (displays to the user)  Click Save.

   
   
   

9. In Task Options, set options for the scheduled task that sends the expiring soon email. NOTE - The expiry date is integrated from your ERP.
   
   Number of days before quote expires to send email: enter the number of days before the expiration date to send a reminder email is sent,
   Date/time to start running scheduled task?: enter the date and time the scheduled task starts.
   
   
   
10. The Quote Reminder Email button takes you go to the Quote Reminder Email template. You can edit the email message in the Quote Reminder Information Widget.
    
    
11. Click Save.
    
    

Additional Information

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