"Quote" to use quote text instead of order text (PD-16222)

Completed

Brian Gluck

• October 15, 2018 16:22

Since many customers are requesting pdf copies of their quotes, we "print" the quote to a pdf and email it to them.

AC treats the printing of a quote as the "order invoice" page so the default text of "this is your receipt....." 

At the very least, when dealing with a quote instead of order, this should say "Quote #" in top right and not Order #

It should also replace the word "receipt" with the word "quote"

 

Even further customization to this page would be nice, but the above would solve a lot of customer confusion

2

• Official comment

  

  AmeriCommerce Developer

  • November 15, 2018 19:46

  Kim & Brian, we knocked this out for you so you can take a wildly different approach with your quotes than your invoices.  We made it another theme page entirely, we also added a few new merges that allow for a link directly to the quote to be generated as well which will populate it and let them then checkout, etc.  Thanks so much for the suggestion!

  Also, Kim, great use of the page variable to get around it in the meantime, that was smart!
• 

  Kim Callis

  • November 04, 2018 14:19

  We had the same issue and got around it using conditional merges throughout the Order Invoice template:

  Example:

  ##SET[status=##ORDERSTATUS##]##
  ##IF[status=Quote - Open]## <strong>Quote No.:</strong> ##ELSE## <strong>Order No.:</strong> ##ENDIF##

  Here's how to use conditional merges: 

  https://support.americommerce.com/hc/en-us/articles/201904650-Conditional-and-Variable-Merge-Codes

  0
• 

  Brian Gluck

  • November 05, 2018 16:04

  Kim,

  This is what we had tried to do initially but it did not work for us with the nested/set conditional so we ended up coming up with some sort of workaround using js.

  If what you said is working for you; that is the ideal way to do it. I'll have to share with my dev and see why it didn't work for us.

  Thanks for sharing the idea; hopefully it will get utilized by others 

  0
• 

  AmeriCommerce Developer

  • November 15, 2018 19:48

  Oh yeah, it's in version 2018.1.2309.2 or higher.

  0
• 

  Brian Gluck

  • November 16, 2018 02:10

  Ask and ye' shall receive!

  0
• 

  Brian Gluck

  • November 16, 2018 16:29

  I've just opened up the new template and see you use the following content:

  Quote Link (Follow link to checkout items)

  $$QUOTELINK$$

  This makes sense when presented as html, but not when printed/saved as pdf.

  How would someone view the quote as html? When you follow the quote link it takes you to the checkout page. If this quote link was a shorter url (ie without authcode) it would be far more useful for a person reading it via paper/pdf.

  ie: https://www.projectorscreen.com/store/ShopCart.aspx?QuoteID=xxxxxx&AuthKey=mUhp%2bBoUikuN4u7aSFOepA%3d%3d

  vs

  https://www.projectorscreen.com/QuoteID=xxxxxx

   

  0

Please sign in to leave a comment.