• This mode must be implemented by Commerce Vision. For Pronto ERPs. Requires versions 4.37+ for full feature use.
  • Quote requests via the standard system functionality will not include shipping charges. For quote calculations to include shipping, please contact Commerce Vision for assistance.

Overview

Standard and Approved mode integrates with the quoting system in your ERP while customer approvals are managed through your Commerce Vision website. Depend on settings, users in specific Roles can view, comment, and action their own quotes or those created by others on the Quote Review page.

 

Once a Standard and Approved quote is created, it is loaded into your ERP, e.g., PRONTO, with the quotation status: '02'. Your Sales Rep or Customer Service team can easily identify the items on the quote, check costs (and margins), add freight, etc, there. After finalising the quote, it is converted to a Sales Order and reintegrated online. The quote requester accesses the Quote Review page and can decide what action to take. They can accept the quote and proceed to checkout. If an approver from the requester's organisation needs to approve the quote first, during checkout, the standard approval process is triggered.     

Features

  • Quotes over the user's budget limit will trigger the online approval process (if active). See: Order Approvals   
  • Integration with the Quote Review feature to provide users on a customer account with functions beyond just conversion of a quote to an order. 
  • Quote expiration features are included, e.g., an expiring soon reminder can be emailed to the user, you can allow customers to request reactivation of expired quotes.
  • Settings configured in CMS Feature Management. (For 4.37+ only.)


On this page:


Customer Experience

Quote without approver

1. After adding products, the user goes to cart and selects Request Quote. (By default, if quoting is enabled, the Request Quote button displays as a Cart Button. You can also add a Cart Quote navigation button anywhere on the page.)  


2. The user confirms they want to go ahead with the quote request.


3. A successful quote is confirmed on the Quote Confirmation page.

The Quote Confirmation Template can be edited. (Content → Pages & Templates → Quote Confirmation Template)


4. A quote confirmation email is automatically sent to the user.  An alert is sent to the email address assigned to receive quote notifictions in the ERP.

5. Your sales team reviews the quote, makes any changes or adds shipping, then converts it into a sales order, and sends it back to be reintegrated online.  


5.The user receives an alert that the checked quote can be accessed on the Quote Review page.

6. On the Quote Review page, the user and other users in the customer account with a valid Role can:

  • view the quote
  • forward it to other email addresses
  • enter comments against it
  • cancel it
  • request an expired quote to be reactivated
  • download a PDF copy
  • accept the quote and convert it to an order. 

Standard & Approved quote with Approver

The Standard and Approved mode is integrated to the Approvals feature. When set up for a customer or user, an over budget limit quote can only be converted to an order after acceptance by a valid approver. See: Order Approvals.

 

1. Once the quote has been reintegrated online, the quote requester accepts the quote and starts checking out. On the last checkout page, the Select Approver dropdown appears. Where there are more than one valid approver, the user can select one.  


2. The user selects an approver, then clicks Process Order.

3. A quote confirmation email is automatically sent to the user.  An alert is sent to the email address nominated in the ERP to receive quote submission notifications.


5. The approver receives an email. They log into their account and can accept/reject the quote in Approve Orders. NOTE - The quote creator can no longer action the quote in Quote Review.

Approve Orders is a step in the Order Approvals process. User access is through the Dashboard menu. See: Approve Orders .


Configure Standard and Approved mode


  1. In the CMS, go to Settings → Feature Management → Payment & Checkout → Quotes.

  2. Ensure Quotes is toggled ON, then click Configure.

  3. In Quote Mode Selection, select 'Standard And Approved'.

  4. The quote search comes with default fields. To add other fields, in Quote Search Custom Field List, add the required fields. Leave blank if not needed.

  5. (Optional) In Quote Request Submitted Message, edit the confirmation message displayed to the user after submitting a quote.

     

  6. The Expired Quote Usage Request Email button goes to the email template used when a user asks for an expired quote to be re-activated. There, the email message can be edited. See: Expired Quote Usage Request Email Information Widget.

  7. The Edit Website Users button goes to the Website Users function. This allows you to look up users to check and edit user budgets.

  8. The Edit Quote Cancelled Reasons button goes to the Quote Cancelled Reason Maintenance page. There, quote cancellation reasons can be added, edited and deleted. A user must select a reason when they want to delete a quote. 

    Maintain Quote Cancellation Reasons

    To add a reason:

      1. Click the Add New Quote Cancellation Reason button.

      2. In Add Quote Cancelled Reason, set the options:

         

        Is active: toggle ON for this reason to be available to users

        Code: a unique Id code for this reason

        Description: description of reason (displays to the user) 

      3. Click Save.



  9. In Task Options, set options for the scheduled task that sends the expiring soon email. NOTE - The expiry date is integrated from your ERP.

    Number of days before quote expires to send email: enter the number of days before the expiration date to send a reminder email,

    Date/time to start running scheduled task?: enter the date and time the scheduled task starts.

  10. The Quote Reminder Email button go to the Quote Reminder Email template. You can edit the email message in the Quote Reminder Information Widget.

  11. Click Save.


Additional Information


Minimum Version Requirements


4.37

Prerequisites


--

Self Configurable


No

Business Function


Orders

BPD Only?


Yes

B2B/B2C/Both


B2B

Third Party Costs


n/a


Related help

Related widgets


© Copyright 2001-2023 Commerce Vision Pty Ltd. Use of this site signifies your acceptance of Commerce Vision’s Terms & Conditions. CV Connect, the Commerce Vision logos, and other Commerce Vision marks are assets of Commerce Vision Pty Ltd.