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Quote Review is for use with the Online Only or Standard and Approved modes. It must be implemented by Commerce Vision.


The Quote Review page gives your customer users 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

   

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

On this page:


Customer Experience

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

1. User logs in and accesses the Quote Review page (Dashboard → Quote Review).

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. 

 

3. The quote's details are displayed. Buttons for permitted actionss are at the bottom of the page.


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

  • Accept Quote: convert the quote into an order. (Greyed for expired quotes.)
  • Quote Followup: enter a comment about the quote. This will be saved in the Followup popup.
  • Resend Quote: 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.




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:

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


  3. 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


4.17

Prerequisites


--

Self Configurable


No

Business Function


Orders

BPD Only?


Yes

B2B/B2C/Both


B2B

Third Party Costs


n/a



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