View Quotes

Quote Management > View Quotes

The View Quote page provides important information for all quotes requested by customers.  Customers have the option to request a quote for up to three different quantities on a single quote.  The order will be considered for only the approved quantity.

New Quote Notification: When a quote is requested, a notification will appear at the top right corner of your Dashboard.

Action Menu (right side of screen)

Quote Management > View Quotes > Action dropdown

Edit: Enter your quote.

You have three ways to respond to the customer's quote:
Enter Quote Price: Click this option if you can offer this product at the customer’s demanded requested quantity. You can enter different price for different quantities.  Click Save when pricing and other information is completed. A file can be uploaded here for your customer to view and approve. Completing this action will change quote status to 'Quotation'.  

The quote status will be updated in the customer’s My Account and, the customer will receive notification to review (if this option is enabled).  Customer can approve or reject your quote from their My Account.

The customer is required to accept and place the order within 30 days of approving it.  An expired quotation will show in their My Account. When the customer rejects your quotation, the quote status will turn to 'Quotation Rejected'.

Once customer approves your quotation, they can then place order for that particular quote and quote status automatically changes to 'Quotation Approved'. If the order is successfully placed, the quote status will be 'Quotation Completed' and will show in the Active Orders Section.

Post Message to Customer: Click this option if you need to ask for more details from the customer. You can even upload file for customer’s approval along with the quote. Completing this action will change the quote status to 'Customer Review Pending'. Your message will show in the customer’s My Account from where they can post a reply. Once the customer replies, the quote status will change to 'Admin Review Pending'.

Quote Cancelled: Click this option if you want to decline the quote request from the customer. You can state the reason in comments section and the customer will receive your reply in their My Account. Click Customer Notify to send email notification to the customer. Completing this action will change selected quote status to 'Quote Cancelled'.

Note: It is recommended that you take only one action at a time when some response is awaited from the customer so as to avoid any chances of overlapping actions. For example, if you have entered your quote amount on customer's quote, you should not use 'Post Message to Customer' unless your quotation is approved or rejected by the customer. If you use 'Post Message to Customer' in this scenario, it makes your previous quotation void and you will need to enter the quotation again for the customer to approve or reject it.

View Quote: You will see this option only for those quotes which are either completed or rejected. It’s a quick link to view the history of quote details.

Delete: 2-step confirmation to delete the selected quote. Those with status of Quotation Approved cannot be deleted from here.

Add New Quote

Quote Management > View Quotes > Add New Quote (Top Right Link)

Just like a storefront user can request a quote using the quote form on your storefront, you can add a new quote on behalf of your customers using the 'Add New Quote' screen. All the fields in the form will remain the same as in the regular quote form which is displayed to the storefront users.

Help

Quote Management > View Quotes > Help (Top Right Link)

'Help' link is a pop-up showing flow chart of how quote process works, from the time customer places the quote until the time quotation gets marked as completed or rejected.