Quotations Module
The Quotations module allows your B2B customers to request customized quotes directly from your webshop. Customers can compile a list of products and quantities and submit it for pricing approval. This streamlined process reduces the workload of the internal sales team who typically handle such requests via phone or email.
From the product page, customers can add items to a Quotation Basket. Once complete, a request is submitted as a formal quote, which triggers a workflow in the ERP. The ERP system acts as the central authority throughout the process.
The ERP picks up the request and applies customer-specific pricing agreements. A sales representative reviews and confirms the quote. After internal approval, your customer receives immediate confirmation via email and can monitor any updates in the My Account dashboard.
The customer can convert the quote into an order with a single click, without reselecting products or re-entering prices.
Key Benefits
- Unlimited draft quotations, providing flexibility in preparing and sending quotes when ready.
- A clear and organized overview of quotations within the My Account environment, ensuring easy access and management.
- Customizable email templates for confirmations and statuses that match your house style.
- Three standard email notifications triggered by ERP status changes (In review, Answered, Declined).
- The ERP system can override any cost rules in the basket, allowing for free shipping or additional discounts.
- Create user roles based on the specific needs and roles within your customer's organization. Options are no access, share, view or edit permissions.
