Request Quote Modes
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title | Quotation modes available |
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Several quotation modes are available. The standard . The other options need .Standard Quotes: this self-configured mode can be enabled by Admin roles. Request Quote is set for specific Roles, e,g, B2B buyer. Note that in the quote standard and approved:integrates quotes to your ERP with approvals managed online through the approvals feature standard and Pronto approved: this mode integrates the standard mode with Pronto approved advanced with freight: this mode includes freight calculations and must be customised to your specific freight solution Pronto approved: (for use with Pronto only) - this mode integrates with the Pronto quote approval systemPronto freight approved: (for use with Pronto only) - this mode integrates with the Pronto freight system online only: this mode is completely managed on your Commerce Vision websiteonline with appproved: this mode is online with online approvals *Pronto can be replaced with the ERP used by your business.
Customer Experience
Instead of proceeding from cart to checkout from the Cart page, your customer requests a quote on their cart items by clicking , the user clicks the Request Quote button. They will receive a 'Quote Confirmation' email and your nominated admin staff member(s) will receive a 'Quote Submitted' email.
In the standard quotation mode, a quotation request is loaded into your ERP, e.g., PRONTO, with the quotation status: '02'. In the ERP, your Sales Rep and Customer Service team can easily identify the items on the quote, check cost (and margin), etc. After any price adjustments, the team converts the quotation to a Sales Order directly in your ERP. This is re-integrated online.
View Quotes in Order History
Your customer can also view and review the quote details in their Order History screen.
Quote notification emails
After a quote has been submitted, your admin staff will receive a 'Quote Submitted' email. The customer will receive the 'Quote Confirmation' email.
Email: Quote Confirmation email | Example: Quote Submitted email |
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To enable standard quoting:
1. Set Request Quote for a Role
- In the CMS, go to Users → Roles.
- Select the Role you'd like to update (e.g. 'CSSUser'). The page will immediately refresh to display role details.
- Select the Functions tab and click Modify.
- Set Allow Order Quote Requests to Yes.
- Click OK to save.
2. Set Order Quoting Mode to Standard
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Quote requests utilising standard system functionality with the standard quote mode will not include shipping charges. If this data is required in quote calculations, please contact Commerce Vision for assistance. |
- In the CMS, go to Settings → Feature Management → Payment & Checkout.
- Scroll down to Quotes and ensure it is toggled ON.
- Click Configure.
- In Quote Mode Selection, select 'Standard'. (NOTE - While there are other options in the lookup, they will not function unless customised by Commerce Vision.)
- Click Save or Save & Exit.
- In the CMS, go to Content → Emails.
- Search for 'quote' and you'll see the following options:
- Quote Confirmation - the email your customer gets when they submit a quote request
- Standard Quote Submitted - the internal email sent to your staff to advise of a new quote request
- Select the Quote Confirmation Email template.
- You can edit any of the existing widgets, or add new ones. In the example below, Static Content Widget was added to display the 'thank you' subtitle text.
Minimum Version Requirements |
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MultiExcerptName | Minimum Version Requirements |
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| 4.17 |
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Prerequisites | |
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Self Configurable |
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MultiExcerptName | Self Configurable |
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| Yes |
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Business Function |
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MultiExcerptName | Business Function |
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| Orders |
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BPD Only? | |
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B2B/B2C/Both |
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MultiExcerptName | B2B/B2C/Both |
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| B2B |
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Third Party Costs |
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MultiExcerptName | Third Party Costs |
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| n/a
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Content by Label |
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showLabels | false |
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spaces | KB |
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showSpace | false |
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sort | creation |
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excerpt | true |
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reverse | true |
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excludeCurrent | true |
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operator | AND |
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cql | label = "quoting" and space = "KB" |
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labels | widget cms |
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Content by Label |
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showLabels | false |
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spaces | KB |
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showSpace | false |
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sort | creation |
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excerpt | true |
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reverse | true |
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title | Related widgets |
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excludeCurrent | true |
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operator | AND |
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cql | label = "widget" and space = "KB" and title ~ "quote" |
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labels | widget cms |
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