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Excerpt

Give your customers the ability to add items to their cart and request a quote from you. These 'wishlists' are captured in your ERP as 'Quote' order types, and can be valuable lead-generation and customer engagement tools.  

Once the quote is in your ERP, you simply follow your existing internal workflows for dealing with customer quote requests.


Table of Contents

Overview

When dealing with small and medium-sized enterprises (SME), trade, government departments and international customers, a quotation function can offer additional value not generally available on B2C websites, which are designed for immediate sales. There are many reasons for a customer to request a quote. Here are some reasons:

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