We have released an exciting new quotation tool and that is ready to use as of now. Where you could create quotations right from the front end of the website. You will have to follow the same process as placing a new order, completing the customers information "including the caller ID" and at the checkout page admin users will have a "Quote Order" button which you will use to place the quote.
The customer will not be getting an email confirmation automatically and you will have to press send quote to customer after you placed the quote. This is especially in place so you have the chance to double check the quote pricing before you send it.
The customer quote email will include a place order button so the customer will be able to place the order with the special quoted pricing right from their computer or phone.
You will also have the ability to hit Place order within the quote page back-end to convert it into an order and enter the payment method info.
The quotes will be placed with your sales rep name on them and they will show up in "My quotes" under Orders tab with the quote status marked next to each so you can efficiently follow on them. You will also be able to search for other sales rep quote numbers in the event you're assisting a customer.
The quote will include a 30 day expiration date by default which you could modify and extend later as needed in the back-end.
I would like to reiterate the importance of the caller ID field to be used here when creating quotes, since this will be our only way to tie later this potential sale to its referral source, so please make sure to use the customers caller ID showing up on the phone when asking for the quote. In fact this should be your new way and only way of creating customer quotes going forward in order to accomplish this goal.
Good luck with the new tool and feel free to contact me with any questions you might have.
Sincerely,
Josh
