Skip to main content

Quotes

We've refreshed the quotes to integrate with the B2B Portal but also as a way to onboard them to self-service ordering

Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over 2 weeks ago

tl/dr - A new type of "Order" that you can send to customers via email, WhatsApp, SMS or copy and paste a link that they can click to accept.

Video Rundown

Creating a Quote

Start by creating an Order like any other, but at the Overview Page change the Order Type to "Quote"

Sending a Quote

2 ways: Directly from the Overview or Copy and Paste the link

You can send the quote directly from the system via SMS, WhatsApp, or email and include a note to the customer / prospect that will be displayed.

To copy and paste the link, Submit the quote from the Overview page and then go into the single order view from your Order History

What does the Customer See?

It depends on whether or not they're logged in as a B2B Portal customer.

(1) If they're not logged in

When they click on the link in the email or message, it will direct them to an anonymous URL that's mobile-optimised.

(2) If they are logged in

It will show up in their order history as a quote.

Did this answer your question?