Quote to Order: Give Customer Service ability to convert quotes to orders (21)

Completed

Jason

• May 07, 2012 04:54

The new quote system does not have the ability for quotes to be converted to orders from the admin. Many customers confirm quotes by email and/or phone. This would allow customer service to process the quote to order while saving a step for the customer.

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• Official comment

  

  Edward Sturrock

  • May 07, 2012 04:54

  2012.5 now has this feature, thanks for everyones ideas and votes.
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  Edward Sturrock

  • May 07, 2012 12:26

  I agree, gets my vote.

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  Robert

  • May 07, 2012 13:11

  Yeah, seems kind of like an oversight. I guess you 'could' put your email in on the order details and then send the quote to yourself, and then change it later... what a pain, lets fix it AC! ;)

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  Edward Sturrock

  • May 07, 2012 13:21

  You can go to the front end and submit the quote as an order which will turn it into a normal order I believe. But yes, this needs top line support.

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  Sarah Bullard

  • May 16, 2012 13:02

  I agree and hope that it gets fixed/added. I ran into this problem this morning and ended up looking a little unprepared to my customer who called to pay via phone.

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