Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. In the CMS, navigate to Settings → Settings.
  2. Select the 'Advanced Quoting' tab.
  3. In the dropdown for 'Order Quoting Mode', select Standard.
  4. Click Update to save.

 

 

3. Configure the Quote Confirmation Email (optional)

  1. In the CMS, navigate to ContentEmails.
  2. Search for 'quote' and you'll see 2 options:
    • Quote Confirmation
    • Standard Quote Submitted
  3. Select the Quote Confirmation Email template. This is the email your customer gets when they submit a quote request.
  4. You can edit any of the existing widgets, or add new ones. In the example below, I added a Static Content Widget to display the 'thank you' subtitle text.

...