Customer Experience
It Quote Review is usually added as a Dashboard menu item. But you can add a link to this page from another menu or in the home page itself. (See: Add a Menu Item)
1. User logs in and accesses the Quote Review page (Dashboard → Quote Review).
![](/download/attachments/108857738/image2021-12-1_6-44-55.png?version=1&modificationDate=1638305030197&api=v2&effects=drop-shadow)
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.
![](/download/attachments/108857738/image2021-12-1_8-20-32.png?version=1&modificationDate=1638310766700&api=v2&effects=drop-shadow)
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. The user must select a cancel reason. See: Add quote cancel reasons
For an expired quote, the user can:
- Renew Quote: request reactivation of the quote.
Image Modified
Add Cancel reasons
When a user cancels a quote, they are asked to select the reason for cancelling. Administrator roles maintain these reasons in the CMS.
- In the CMS, go to Settings → Feature Management → Payment & Checkout → Quotes.
- Click Configure for Quotes.
- In Configuration Settings, click the Edit Quote Cancelled Reasons
Image Addedbutton.
- In Quote Cancelled Maintenance, to add a reason. click the Add New Quote Cancelled Reason button.
- Enter reason information.
Image Added
Is Active - reason is live and can be used
Code - id for the reason. Not shown to users.
Description - label for the reason. Displayed to users in the dropdown list.
- Click Save.
Customise the Quote Review Search and Page
Options, text and labels for the Search function and Quote Review page are rendered by the Quote Review Widget.
To edit the widget:
- Go to Content → Pages & Templates → Orders → Quote Review Template. You can also use the Search tool to find it.
![](/download/attachments/108857738/image2021-12-1_8-54-14.png?version=1&modificationDate=1638312788613&api=v2&effects=drop-shadow)
- Click Edit for Quote Review Template.
- Find Quote Review widget and click Edit.
![](/download/attachments/108857738/image2021-12-1_9-20-31.png?version=1&modificationDate=1638314365537&api=v2&effects=drop-shadow)
- For a guide to options, see: Quote Review Widget.
Additional Information
Minimum Version Requirements |
Multiexcerpt |
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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 |
Multiexcerpt |
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MultiExcerptName | Self Configurable |
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| No |
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Business Function |
Multiexcerpt |
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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 |
Multiexcerpt |
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MultiExcerptName | B2B/B2C/Both |
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| B2B |
|
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Third Party Costs |
Multiexcerpt |
---|
MultiExcerptName | Third Party Costs |
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| n/a
|
|
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Related help
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 |
---|
excerpt | true |
---|
reverse | true |
---|
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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