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. There are many reasons for a trade user to create a quote. Some may be related to:
Quotes lets your B2B users add items to their cart and process it as a quote. Depending on the quote mode or purpose, the quote can be viewed by your staff or other users from the same customer account. This can be set up as a completely online only process or integrated in your ERP as 'Quote' order types. When captured in your ERP, simply follow your existing internal workflows for dealing with customer quote requests. An approval process where quotes need to be signed off by specific customer roles or users can also be added. |
Which quote mode your ecommerce site should implement depends on the combination of several factors, e.g., is quoting is to be done in the ERP or online, what ERP is used, how freight should be handled, and whether to allow customers to use an approval process. If your business uses Pronto, the standard mode can be self-configured. All options need consultation with Commerce Vision.
*Solutions that integrate with non-Pronto ERPs can also be implemented. |
Minimum Version Requirements |
| |
---|---|---|
Prerequisites |
| |
Self Configurable |
| |
Business Function |
| |
BPD Only? |
| |
B2B/B2C/Both |
| |
Third Party Costs |
|