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 rendered by the Quote Review Widget.
To access edit the widget:
Quote Status: Show All, Current, Expired or Cancelled
- Go to Content → Pages & Templates → Orders → Quote Review Template. You can also use the Search tool to find it.
- Click Edit for Quote Review Template.
- Find Quote Review widget and click Edit.
- For a guide to options, see: Quote Review Widget.
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
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| Self Configurable |
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