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 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.
- Click Edit for Quote Review Template.
- Find Quote Review widget and click Edit.
- For a guide to options, see: Quote Review Widget.
Additional Information
| Minimum Version Requirements |
|
|---|---|
| Prerequisites |
|
| Self Configurable |
|
| Business Function |
|
| BPD Only? |
|
| B2B/B2C/Both |
|
| Third Party Costs |
|
Related help
