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The Online Quotes mode is maintained and managed entirely on your website in the CMS. Unlike So unlike the Standard mode, it does not rely on your ERP's quoting system. Note that if the Order Approvals feature is active, budget limits set up on a customer or user account will automatically be applied for online-generated quotes, and the approval procedure, triggered.
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The Online Quotes mode is maintained and managed entirely on your website. |
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On this page:
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Customer Experience
A customer user adds products and quantities to cart. Instead of checking out and paying, they click the Request a Quote button. An email is sent to the nominated customer user with the quote details. If approvals is on, the approver is alerted. All quotes are viewable on the Quote Reviews page and can be converted to an order.
Step-by-step guide
1. Enable Online Only Quote mode
This will have been set up for your site during implementation.
Payment section at Checkout, instead of selecting a payment option, they click Request a Quote.
- In the
- CMS, go to Settings → Feature Management → Payment & Checkout. → Quotes.
- Toggle ON Quotes, then click Configure.
- Ensure Quote Mode Selection is set to 'Online Only'.
- If you had to change Quote Mode to "Online Only', click Save.
2. Configure Settings
Use Configuration Settings to add custom search quote fields and edit the 'quote expiring' email task and labels.
You can go directly to the Expired Quote Usage Request email template to edit it. Click the Expired Quote Usage Request Email button.
- Quote Search Custom Field List: add any custom fields for quote search.
- Quote Request Submitted Message: enter email message sent to user when a quote has been submitted. Default: Your quote request has been submitted. Thank you.
Quote Expiring settings- Number of Days Before Quote Expires: how many days before quote expires to send alert email. Default: 2
- Enable Quote Expiry Date Override Field: Toggle on to allow override of expiry date. Default: OFF
- Quote Expiry Date Override Field: If step 4 is on, select option.
- CC Notification Emails: one or more contacts that should be cc'ed when an expiring soon email is triggered.
- BCC Notification Emails: one or more contacts that should be bcc'ed when an expiring soon email is triggered.
- Click Save.
3. Set Email Quote Options
4. Set Scheduled Task Options
The scheduled task checks for any expiring quotes within the days set in 'Number of Days Before Quote Expires' and sends an email to the user and any cc'ed/bb'ed users.
- Number of days before quote expiring to send email: Default: 14
- Date to start running scheduled task: enter date and time
- To go directly to the Quote Reminder email template, click Quote Reminder Email button.
Additional Information
| Minimum Version Requirements |
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| Self Configurable |
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| BPD Only? |
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| B2B/B2C/Both |
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| Third Party Costs |
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Related help
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