Quote Service

Manages customer enquiries as quotes that can be converted into orders.

Key features and benefits

• Provides the ability to create, read, update, and delete quotes

  • Creates quotes requested by customers

  • Creates quotes by employees on behalf of customers

• Accepts and declines quotes by employees or customers

• Notifies customers when a quote is created

• Notifies employees when a customer creates a quote request

• Displays an overview of quotes

• Generates and retrieves quotes without going directly to checkout

• Streamlines the purchasing process with quote management within one platform

• Automates notifications, minimizing the amount of manual work

• Ensures transparent quote status

• Integrates the quotation process easily

• Generates PDFs within Management Dashboard

• Allows for managing quote reasons - the configurable status codes that be can used for customers within the business storefront

• Provides time restrictions for quotes