FEATURE: Quoting Enhancements

Quoting Enhancements

• Ability to create new Quotes from Order Manager & Orders Main Menu
• New Quote Statuses

o Quote – Open

o Quote – Accepted

o Quote – Declined

• New Quote Fields

o Quote Expires

o Quote Expiration Date

o Allow Customer to Edit Cart (if not allowed, the ##QUOTECARTLINK## merge will send them to the payment cart)

• New Store Settings

o Customer is Allowed to Edit Cart by Default

o Default Quote Expiration Period (# of days)

• New Store Text

o ShoppingCart_QuoteExpiredMessage_string (message displayed when the quoted cart they are looking at is expired)

• Write Email from Order/Quote Edit

o Autoloads Email Notification Template for the Quote/Order Status of the Quote/Order

o New ##QUOTECARTLINK## merge generates a link to the quoted cart and automatically logs in the customer

• New “Print Cart” Link on Shopping Cart

o $$PRINTCARTLINK$$ merge for Shopping Cart Theme Page Layout

o Use “Print Shopping Cart” Theme Page to format the printer-friendly display

SETUP SCREENSHOTS

Quote Store Settings

Quote Cart Email Template

Quote Statuses

Quote Expired Message Store Text

Shopping Cart Theme Page Layout – $$PRINTCARTLINK$$ Merge

USABILITY SCREENSHOTS

Orders Menu – New Quote

Order Manager – New Order / New Quote Buttons

New Quote Fields

Quote/Order Edit Action – Write Email

Write Email Popup with Pre-Loaded Quote Cart Template

Example Email Received by Customer

Shopping Cart with Print Cart Link

Printer-Friendly Shopping Cart