Managing Quotes
You can create and request a quote for a customer using Partner Commerce before placing an order for better pricing and product configuration.
Pre-requisite:
- Ensure that the Enable Request Quote flag is set to True by your administrator on the Storefront record.
After requesting a quote, you can perform the following:
- Generate a quote document so that you can email the proposal document to the customer.
- Present a generated quote with the requested products, services, and pricing to the customer via email, so the customer can view the quote.
- View and track quotes.
- Modify the quote by editing the header and line items in the requested quote. You can add, change, or delete items from the requested quote in the draft stage only.
- View and manage the details of a requested quote created by the customer or created for the customer.
- Get notified when the quote is accepted by the customer so you can accept the quote on behalf of the customer.
Requesting a Quote
As a logged in user, you can add products and request a quote by clicking the Request Quote button on the cart page.
Viewing and Modifying a Requested Quote
After requesting a quote, you can view and modify the requested quote and resubmit. To view all the quotes created by you and belonging to the same account, go to My Accounts > My Quotes page.
To view and modify a quote
- From the Quote Request confirmation popup, click the REVIEW YOUR QUOTE button. The quote page appears where you can view and update the following:
- After the changes are done, click Finalize and Submit. The Quote Request confirmation pop up appears.
Accepting a Quote
You can accept a quote, when the requested quote is in Approved, Generated, or Presented stage.
When the quote is in Approved stage, click Accept Quote. The quote is accepted and ready for placing an order.
After the quote is presented to the customer, when you receive confirmation, click Accept Quote. The quote is accepted and ready for placing an order.
The Accept Quote confirmation popup appears.
Generating a Quote Document
Presenting the Quote
- Click the Present Quote button. The Present Quote pop-up appears.
- Send Quote To is populated with the primary contact on the quote.
- You can enter email address in the CC field to send the email to additional recipient.
The quote stage moves from Generated to Presented.
When you receive confirmation, click Accept Quote. The quote is accepted and ready for placing an order.
Email Notifications for Customer and Partner
As a customer, you will be notified when the partner sales rep presents the generated quote to you. As a partner sales rep, you will be notified when the quote is accepted by the customer.
- Generated
Presented
Accepted
After the quote is accepted an order is generated for the quote. You can view and track the status of the order from My Accounts > My Orders.
While converting Quote to Order, you must associate the opportunity that is associated with the same Account.