Page History

Customer Experience

1. On the cart or checkout page, the customer clicks Request Quote in the order line header or the Request Quote button. (Where the button appears depends on where on the page the widget has been added to the cart.)

On the cart page

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A Request Quote button can be placed in any zone on the page. In our example, we added it next to 'Continue to Checkout'. This makes it clear to the user that they can choose to create a quote of out of their cart contents instead of an order.

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2. The customer clicks selects Request Quote to process cart contents as a quote instead of an order. create the quote. The quote submission is acknowledged in the quote conclusion page.

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3. The customer receives a 'Quote Confirmation' email. The internal notification recipient added will also receive a email recipient in your organisation assigned to quote notifications receives the 'Quote Submitted' email.  

4. The customer is emailed about the re-integrated quote. They can access it for further action on Quote Review page.
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View Quotes in Order History

Your customer can also view and review the quote details from the Order History page4. When the finalised quote is reintegrated online, the customer is alerted by email. 

5. On the Order History page, your customer can view the quote and convert it to an order. NOTE - They may need to enter the quote's invoice number in the Invoice/Order Number field.

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Configure Standard Quote mode

This guide assumes Commerce Vision has enabled the Standard mode Quotes for your website.

1. Enable Request Quote for a Role

Regardless of which quote mode has been implemented for on your site, quoting every Role that can make quote requests must be individually enabled for every Role that should have this functionalityquoting.

1. In the CMS, go to E-Commerce → Users → Roles.
   
   
2. Select the Role you'd like to update (e.g. 'CSSUser'). The page will immediately refresh to display role details.
   
   
3. Select the Functions tab and click Modify.
   
   
4. Set Allow Order Quote Requests to Yes.
   
   
   
5. Click OK to save.

2. Set Order Quoting Mode to Standard

1. In the CMS, go to Settings → Settings → Feature Management → Payment & Checkout.
   
   
2. Scroll down to Quotes and ensure it is toggled ON.
    
   
   
3. Click Configure.
   
   
4. In Quote Mode Selection, select 'Standard'. (NOTE - While there are other options in the lookup, each one must be implemented by Commerce Vision to work on your site.)
   
   
   
5. Click Save or Save & Exit.
   
   

3. Add Cart Quote Button Widget 

This widget step renders the Quote Request button. (It may have been added completed during implementation.) 

1. In the CMS, go to Content → Pages & Templates → Checkout → Cart.
   
   
2. In the zone the button is to display, click Add Widget.
   
   
3. Find the Cart Quote Button Widget, then click Add Widget.
   
   
4.  Edit options. See: Cart Quote Button Widget.
   
   
5. Click Save. TIP - You can drag and drop the widget to another position in the zone.
   

4. Edit email templates (optional)

The Quote Confirmation Email and Standard Quote Submitted Email email templates can be edited. 

1. In the CMS, go to Content → Emails.
   
   
2. Search for 'quote' to view find these templates:
   
   • Quote Confirmation - the email the to customer receives when they submit a quote request made
   • Standard Quote Submitted - the internal alert about the new quote request sent to the nominated staff email addressemail to internal staff that a quote request has been made
     
     
     
3. Select the Quote Confirmation Email email template to edit. 
   
   
4. Edit existing widgets. You can also add another oneother widgets. In the this example below, a Static Content Widget was added to display the 'thank you' subtitle text.
   
   
   

5. Change Quote Submitted message (optional)

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To change the quote submitted message from the default: 'Your quote request has been received. Thank you.', edit the resource: rcQuoteRequestSubmitted

See: Customise Popup Messages 

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