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To enable online quoting, there are three main tasks (outlined step-by-step instructions are below):
- Turn Quote functionality on at the Role level.
- Set your Quote mode to 'Standard'.
- Customise the email template.
Step-by-step guide
Turn Quotes
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1. Turn Quoting on for the Role
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- 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.
2. Set Order Quoting Mode to Standard
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- In the CMS, navigate to Settings → Settings.
- Select the 'Advanced Quoting' tab.
- In the dropdown for 'Order Quoting Mode', select Standard.
- Click Update to save.
3. Configure the Quote Confirmation Email (optional)
- In the CMS, navigate to Content → Emails.
- Search for 'quote' and you'll see 2 options:
- Quote Confirmation
- Standard Quote Submitted
- Select the Quote Confirmation Email template. This is the email your customer gets when they submit a quote request.
- You can edit any of the existing widgets, or add new ones. In the example below, I added a Static Content Widget to display the 'thank you' subtitle text.
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