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Creating a new quote
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You can create a new quote by clicking the “New Quote/Order” button in the following locations:
ODB> Orders > Create New Order button
At the top of the Order Grid page ODB > View All Orders
At the top of the Order Grid page ODB > View All Drafts
At the top of the Order Grid page ODB > View All Quotes
Sending a quote
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To send a quote, create or open an existing quote, and click the send quote button.
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The quote is valid for 15 days by default . This can be changed generally in the odb configuration settings, and on a quote by quote basis.
Quote Email Templates
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The quote email template can be viewed in Marketing > Communication > Email Templates.
To edit the quote email template
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Like all Magento transactional templates if you do not specify an override the default will send.
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The Quotes will automatically expire after 15 days. This can be changed in the ODB config settings. You may also specify a specific period per quote.
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Accepting a Quote
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If a customer accepts a quote, they can click the check out now link in the email and directly purchase the agreed order through the website interface with no additional interaction.
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The may exit this by clicking the cancel quote purchase in the top right hand corner.
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Managing quotes
Editing a quote
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To edit a quote, from the sidebar select: ODB > View All Quotes
From the quotes screen go to the Action column, click “Select” and “Edit” from the dropdown list.
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Sending the quote at this stage will save over the previous quote |
Send an alternative quote
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If you wish to send an alternative quote go to the Quote Grid:
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