2023-04-06: CE - Quote Management
Overview
Emporix offers a sophisticated Quote Management Service fully integrated into the Commerce Engine (CE) and the Emporix Management Dashboard.
The Quote Service API endpoints can be used to receive quotes from the Storefront with transparent display of status fields to the customers and event-driven email notifications. In addition, quotes can be managed and approved by the Merchants’ Customer Service staff in the Emporix Management Dashboard, to provide an end-to-end quote management flow.
What's new
Create quotes
Your employees, for example the Customer Service team, can now create quotes on behalf of your customers.
Submit quote requests
Your customers can submit quote requests on the storefront.
Customer accepts or declines quotes
The API provides your customers with the ability to decline or accept quotes on the storefront.
Merchant employees accept/decline quotes
Your Customer Service team can accept or decline quote requests placed by your customers.
Quote history
Our API makes it easy to publish a filterable list of quotes in your storefront application. That gives your customers an easy way to browse their quotes, along with their corresponding statuses.
Email notifications
We provide event-driven email notifications for your customers and employees.
PDF generation
When a quote is created, a PDF containing quote details is generated and sent to the customer in a notification email.
Application integration
You can use other applications that work with our Quote Service API.
Configurable quote IDs
You can personalize the IDs of quotes within your system.
Time-limited quotes
The default expiration date of created quotes is limited to 30 days, but the time period is configurable.
Fixes and improvements
None as these are new services.
Known problems
No known problems at time of release.
Documentation and links
User Guide — Quote Management guide
Developer Guide - Quote Service guide
API Reference - Quote Service
Last updated
Was this helpful?