Quotes

The Quote Service enables you to offer personalized pricing for both B2B and B2C customers through automated quote management.

Here you can find an overview of the Emporix Quote Management Service, along with its features and benefits.

• Looking for Management Dashboard documentation? Check out the Quotes guide.

• Looking for code tutorials? Check out the Quote Service Tutorials.

• Looking for API reference? Check out the Quote Service in the Emporix API Reference.

Purpose

The Emporix API Quote Service allows you to create quotes for particular item amounts without going directly to checkout. The items grouped together in a quote can be sold at different, more attractive prices, for example when the number of items is substantially big.

At every step of the process, customer receives notifications about the quote status changes. The notifications, containing a PDF file with the quote's details (if configured), are fully automated, which significantly speeds up the whole operation and enhances customer experience.

Features

Feature	Description
B2B and B2C business models support	Quotes can be created by and on behalf of both B2B and B2C customers. Not only companies, but also individual customers can benefit from such an option, which increases conversion potential for you as a merchant.
Quote request placement	Quotes can be requested both by customers through your business' storefront, or by your employees on the Management Dashboard, on behalf of a customer.
Full quote management	Your customer service team can create, retrieve, update, and delete quote requests both through the Management Dashboard, or by using other applications that work with the Quote Service API. Customers can update the status of a quote they created, or request a change.
Configurable quote ID	You can personalize the IDs of quotes within your system.
Time-limited quote offers	By default, all quote requests have a lifespan of 30 days. The expiration date can be updated by your employees on the Management Dashboard or directly through our API.
Quote history	With our API implemented in your storefront application, you can allow your users to view a full history of previously placed quotes.
Quote changelog	Selected employees, if granted access, can view the full changelog of a quote in the Management Dashboard application.
Status change and decline reasons	Customers, when declining or changing a quote, have to choose a reason from a pre-configured list and provide any additional comments, if needed. Employees can update the list of default reasons for changing the quote status.
Process automation	The quote management process requires minimum amount of manual work thanks to the automation mechanisms implemented in the Quote Service: instant email notifications, easy quote-to-order conversion, and possible integration with webhooks.
Instant notifications	Any time a new quote is created, updated, or declined, either by a customer or by an employee, a notification email is sent to your customer. The email may contain a PDF generated for the quote (if configured). If a quote is created, updated, or declined by a customer, or when a customer requests changes, employees receive email notifications as well.
Easy quote-to-order conversion	Accepted quotes will be easily converted to orders, which saves time and manual work.
Webhook integration	If integrated with webhooks, the Quote Service events can trigger actions in other systems (such as sending notifications to customers).
Mixins	Thanks to the mixins concept, it is possible to customize the Quote Management Service so that it is aligned with your business needs.

Overview

The following diagram presents the quote request process: