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The quote email template can be viewed in Marketing > Communication > Email Templates.
The defalt quote email template shows the customers full order details, line items, discounts and the comment from the comment box.
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The comment box is visible to the customer, don’t put any sensitive information in there! |
To edit the quote email template
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coming soon |
Quote Expiry
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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expire within a set time period. At this time the quote will not be able to be checked out within the site.
The options are:
15 days
30 days
60 days
Custom
For custom, the user can choose a specific date from the date picker and set any specific date they wish.
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Accepting a Quote
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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When a customer is checking out a quote , they are locked into the address, items, quantities, prices and delivery method that you have chosen on the quote. This is to prevent the customer from making any changes that could cause issues from the business and straying from the agreed upon quote.
The They may exit this by clicking the cancel quote purchase in the top right hand corner.
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Fields need to be added
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Quote ID | Company | First Name | Last Name | Email Address | Sales Agent | Total | Status | Last Updated | Actions |
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The ID of the Quote | Company associated if present. Works with:
| Firstname of customer | Lastname of customer | email address of customer | Admin who entered the quote | Sum of all items on quote |
| The date when a change was last made to the quote |
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Filtering the Quote Grid
You can filter the order grid by all of the items in the columns above under the filters tab
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