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This page Quote Review is for use with the Request a Quote feature in with the Online Only or Standard and Approved modes. It must be implemented by Commerce Vision.

The Quote Review page lets gives your customer users (set by Role) review requested quotes that your staff have gone through. For example, a discount may have been applied for a volume purchase or comments added. On this page, the user can accept a quote by converting it into an order, decline the quote, and ask for clarification. They can also request for an expired quote to be used.access to all current, expired and cancelled quotes requested on the account (except those that needed approver acceptance). Users with quoting access can:

view a quote's details
regenerate a quote PDF for download
cancel a quote
add notes against a quote
send a quote to any email address
request activation of an expired quote (optional)
convert a quote to an order

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Quote Review lets your customer users (set by Role) respond to requested quotes that your staff have gone through.view all quotes on the account and respond to them.

The Quote Review page is usually added to the Dashboard menu. Users need to have quoting enabled against their Role to view this page.

Panel

On this page:

Table of Contents

Access the Quote Review page

The Quote Review page is available for specified Roles when the Request Quote feature has been implemented on your website. It is

Customer Experience

It is usually added as a Dashboard menu item. (See: Add a Menu Item)

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To access 1. User logs in and accesses the Quote Review page :

When logged in, go to

(Dashboard → Quote Review).

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The Search Quotes page displays. This is a searchable list of current, expired and customer cancelled quotes that have been returned after confirmation by your staff. NOTE - Depending on settings, a search for 'Show All' may start when the page loads.
Search by Quote Number or in Advanced Search, enter a search criteria, then click Search.

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Quote Status: Show All, Current, Expired or Cancelled
Quote Submit Date (start)/Quote Submit Date (end): submission date range
Your Reference: Reference code that may have been entered when quote was created
Entered By: User ID of person who submitted the quote (usually email address)
Product Description: product code or description matching products in the quote
Quote Followup Date (start)/Quote Followup Date (end): re-review date range of quotes that were sent for comment or re-review
Once the needed quote is in the Search Results, click

2. The Quote Review can be set to show all quotes or none on page load. Default summary settings for the quote list are displayed. What information is included can be set. Custom fields can also be implemented.

The user finds the quote and clicks View next to it.

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3. The quote's details are displayed.

At

Buttons for permitted actionss are at the bottom of the

screen, select the button that matches what you want to do

page.

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4. For a current (non-expired) quote, the user can:

Accept Quote:

lets the user

convert the quote into an order.

Note - For expired quotes, this is greyed and a Renew Quote button is displayed. The user can send a request to re-activate the quote.

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(Greyed for expired quotes.)
Quote Followup: enter a comment about the quote. This will be saved

on this page

in the Followup popup.
Resend Quote:

re-email the quote to the user
Reprint Quote: generate the quote in pdf for downloading

send the quote to any email address
Reprint Quote: download a PDF of the quote
Cancel Quote: delete quote

For an expired quote, the user can:

Renew Quote: request reactivation of the quote.

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Customise the Quote Review Search and Page

Options, text and labels for the Search function and Quote Review page are customised in the Quote Review Widget.

To access the widget:

Go to Content → Pages & Templates → Orders → Quote Review Template. You can also use the Search tool to find it.
Click Edit for Quote Review Template.

For a guide to options, see: Quote Review Widget.

Quote Status: Show All, Current, Expired or Cancelled
Quote Submit Date (start)/Quote Submit Date (end): submission date range
Your Reference: Reference code that may have been entered when quote was created
Entered By: User ID of person who submitted the quote (usually email address)
Product Description: product code or description matching products in the quote
Quote Followup Date (start)/Quote Followup Date (end): re-review date range of quotes that were sent for comment or re-review

Additional Information

Minimum Version Requirements

Multiexcerpt

MultiExcerptName	Minimum Version Requirements

4.17

Prerequisites

Multiexcerpt

MultiExcerptName	Pre reqs

--

Self Configurable

Multiexcerpt

MultiExcerptName	Self Configurable

No

Business Function

Multiexcerpt

MultiExcerptName	Business Function

Orders

BPD Only?

Multiexcerpt

MultiExcerptName	BPD Only

Yes

B2B/B2C/Both

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MultiExcerptName	B2B/B2C/Both

B2B

Third Party Costs

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MultiExcerptName	Third Party Costs

n/a

Related help

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

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Versions Compared

Old Version 10

New Version 11

Key

Access the Quote Review page

Customer Experience

Customise the Quote Review Search and Page