2023-05-24: CE - Quote Management
Overview
With the latest update of the Quote Management Service, Emporix provides an optimized quote management process in regard to:
Quote history available for the merchant’s employees via changelog
Configurable status codes/reasons to decline or request a change for a quote from customer perspective
Extensibility of a quote for customer-specific enhancements
Automation of the end-to-end process from Quote to Order
Automated integration into third-party applications via Webhook.
For more details, check out the What’s New table.
What's new
Integration with webhooks
Now it is possible to integrate other systems with our Quote Management Service by using Webhooks. This provides an easy way to send the quotation data from Emporix to a CRM and/or ERP system, which contributes to the automation of the business processes.
Mixins concept
With support for mixins, the quote process can be easily extended to provide a more optimized and customer-specific quote process.
Configurable Status Codes
Merchant's employees can define the relevant status codes which can be used by their customers within the business storefront to decline or request a change for a quote. These status codes can be used to understand better why quotes are not accepted by customers.
Order creation
To streamline and automate the end-to-end process from quote to order, an automated order creation for an accepted quote is provided.
Changelog
A detailed change history is now available for each quote. This means that all changes made by merchant’s employees are documented, which makes it easier to understand the different changes during the lifecycle of a quote.
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
Management Dashboard User Guide — Quotes guide
Developer Guide — Quote Service guide
API Reference — Quote Service
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