From your website, the customer can request a quote from within their account, a product page or from his cart. You can fine tune permissions at a product or at a customer group level. You are notified by email when a new request is sent.
Customize the quote
Create a quote or customise a quote request by adding products, changing prices, discount levels, options, give a free shipping or display estimated shipping fees. You can also add a PDF to add product brochures or commercial offers
1 click notification
Once the quote is ready, simply notify the customer with 1 click : an email is sent with an attachment of a quote in PDF form. From the email, the customer can access his quote with only 1 link that automatically authenticates him and brings up his tailored quote page.
Easy add to cart
From his account, your customer can easily print their quote from the PDF, download the attachment and add “quote” to cart. When “quote” is added to cart, he can remove optional products and place order as usual.
Another awesome option is the automatic reminder: our extension can automatically send a reminder email to the customer who didn't go ahead with your quote.
- Quote content
- Commercial status (request, new, bought, missed)
- Manager by quote
- Free shopping, display shipping fees
- Attachment management
- Product / quote pricing, discount %
- Display margin per product
- Add false products
- Automatic History
- Wysiwyg commercial offer tool
- Customer email notification, reminder
- Duplicate quote
- Customer side
- Quote request
- Text request
- Request from product sheet
- Request from cart
- Quote review in customer account
- Automatic login for customer from notification email
- Download quote PDF
- Download attachment
- Add quote to cart in 1 clic
- Optional products
- Quote request
- Advanced permission for quote request by product, customer group