The Emporix API Quote Service is only available to tenants that use the Price v2 API Service.
How to configure the Quote Service
The Quote Service allows you to send email notifications to customers every time a new quote is created or updated by the customers themselves or by an employee on their behalf.
The following merchant information is necessary for the pdf file with quote to be generated:
merchantName
merchantAddress
merchantCity
merchantStreet
merchantStreetNo
merchantZipCode
info
The pdf with quote will be sent to the customer in the notification email upon the quote's creation or change. It will also be available for the customer on the storefront.
Retrieve your site's mixins
First, you need to check the current site mixin configuration for the merchantInfo parameter by sending a request to the Retrieving site mixins endpoint.
info
The following scope is required:
site.site_manage
Could not get any response Unknown error Why this might have happened:
- CORS is misconfigured on the server
- The server couldn't send a response
- No internet access
- Documentation issue - contact API owner
- Misconfigured security definition
get/{tenant}/sites/{siteCode}/mixins
Update merchant information
Update the merchant information for your tenant's site by sending a request to the Partially updating a site mixin endpoint.
info
The following scope is required:
site.site_manage
Could not get any response Unknown error Why this might have happened:
When a customer changes the quote status to DECLINED or IN_PROGRESS, or when an employee changes the quote status to DECLINED_BY_MERCHANT, they can provide a reason why they performed that action. There are four default reasons that your customers and employees can select for the DECLINED or CHANGED quote statuses:
Quote status
Reason code
DECLINE
PRICE_TOO_HIGH
NO_LONGER_NEEDED
DELIVERY_TIME_LATE
OTHER
CHANGE
WRONG_MATERIAL
PROVIDED_PRICE_TO_HIGH
DELIVERY_TIME_LATE
OTHER
info
The quote reason of the DECLINE type can only be used for the DECLINED or DECLINED_BY_MERCHANT actions, while the CHANGE type can only be used for the IN_PROGRESS change of status.
Could not get any response Unknown error Why this might have happened:
- CORS is misconfigured on the server
- The server couldn't send a response
- No internet access
- Documentation issue - contact API owner
- Misconfigured security definition
post/saasdev2/quote-reasons
How to manage quote requests
A quote request can be created both by a customer directly on your business' storefront, or by an employee on behalf of a customer.
Create a quote by a customer
On the storefront, a customer adds selected products to cart. At checkout, they can proceed to purchasing the items, or requesting a quote.
If a customer places a quote request, the Creating a quote endpoint is called.
info
The following scope is granted to a customer group:
quote.quote_manage_own
The customer can place a quote request on the storefront only if they have created a cart with the requested items beforehand.
Could not get any response Unknown error Why this might have happened:
- CORS is misconfigured on the server
- The server couldn't send a response
- No internet access
- Documentation issue - contact API owner
- Misconfigured security definition
post/saasdev2/quotes
info
The initial status of a quote request created by a customer is always set to AWAITING.
Create a quote on behalf of a customer
To create a quote request on behalf of a customer, you need to call the Creating a quote endpoint.
info
The following scope is required:
quote.quote_manage
Could not get any response Unknown error Why this might have happened:
- CORS is misconfigured on the server
- The server couldn't send a response
- No internet access
- Documentation issue - contact API owner
- Misconfigured security definition
post/saasdev2/quotes
info
The initial status of a quote request being created by an employee is always set to CREATING, and, subsequently, OPEN when the quote is created.
Update a quote by an employee
There are two scenarios when an employee may need to update a quote:
A customer can contact your Customer Service so that an employee updates the quote request on their behalf
Employee updates the quote request with new information for the customer to review, such as price or status change
In this example, an employee updates multiple fields:
Could not get any response Unknown error Why this might have happened:
- CORS is misconfigured on the server
- The server couldn't send a response
- No internet access
- Documentation issue - contact API owner
- Misconfigured security definition
patch/{tenant}/quotes/{quoteId}
In the following example, an employee updates only the price of requested items:
Could not get any response Unknown error Why this might have happened:
- CORS is misconfigured on the server
- The server couldn't send a response
- No internet access
- Documentation issue - contact API owner
- Misconfigured security definition
patch/{tenant}/quotes/{quoteId}
Accept a quote by a customer
When a customer accepts a quote on the storefront, the following endpoint is called: Partially updating a quote.
info
The following scope is granted to the customer group:
quote.quote_manage_own
Could not get any response Unknown error Why this might have happened:
- CORS is misconfigured on the server
- The server couldn't send a response
- No internet access
- Documentation issue - contact API owner
- Misconfigured security definition
patch/{tenant}/quotes/{quoteId}
Decline a quote by a customer
When a customer changes the quote status to DECLINED or IN_PROGRESS, or when an employee changes the quote status to DECLINED_BY_MERCHANT, they can provide a reason why they performed that action. On the storefront, when a customer declines the quote, a request to the following endpoint is sent: Partially updating a quote.
info
The following scope is granted to the customer group:
quote.quote_manage_own
If the customer wants to provide a reason for declining a quote, they can choose one of the provided reasons from a list of available reasons and/or add comments.
In this example, a customer receives a quote and decides to decline it because the proposed price is too high. They also add a comment to negotiate the price.
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