Give your customers the ability to add items to their cart, then request a quote from you. These 'wishlists' are captured in PRONTO as 'Quote' order types, and can be valuable lead-generation tools. Once the quote is in your ERP, you simply follow your existing internal workflows for dealing with customer quote requests.
To enable online quoting, there are three main tasks (step-by-step instructions are below):
1. Turn Quoting on for the Role
- In the CMS, navigate to Users → Roles.
- Select the Role you'd like to update (e.g. 'CSSUser'). The page will immediately refresh to display role details.
- Select the 'Functions' tab and click Modify.
- Set 'Allow Order Quote Requests' to Yes.
- Click 'OK' to save.
2. Set Order Quoting Mode to Standard
- In the CMS, navigate to Settings → Settings.
- Select the 'Advanced Quoting' tab.
- In the dropdown for 'Order Quoting Mode', select Standard.
- Click Update to save.
3. Configure the Quote Confirmation Email (optional)
- In the CMS, navigate to Content → Emails.
- Search for 'quote' and you'll see 2 options:
- Quote Confirmation - the email your customer gets when they submit a quote request
- Standard Quote Submitted - the internal email sent to your staff to advise of a new quote request
- Select the Quote Confirmation Email template.
- 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.
And voila! Your customers can now easily request a quote on the items in their cart.
Your admin staff will receive a 'Quote Submitted' email, and your customer will receive the 'Quote Confirmation' email.
Your customer can also review the quote detail in their Order History screen.
Quote requests utilising standard system functionality (outlined above) will not include shipping charges. If this data is required in quote calculations, please contact Commerce Vision for assistance.
