Work with quotes

Agents can request quotes for account-based customers. Customizing quote widgets allows you to configure this process.

Create a request for a quote

This widget creates an interface that allows the agent to create either an order or a request for a quote. This interface also enables an agent to disable payment, and hides the place order button and displays the “request for quote” text. For information on working with quotes, see Understand the Oracle CPQ integration.

Migrate widgets

If you have recently migrated and this widget may be visible in your widget list. However, the widget is using the default template and .less file, which may not be available to the page layout. Additionally, this widget's style format must be updated so that it appears in the layout after a migration.

You must migrate the following widget.template file and .less files:

• /layouts/requestQuoteWidgetAgentLayout/widget.template
• /less/widget-requestQuoteInst_latest_version_number.less

To perform these upgrades, refer to the instructions in Work with widgets.

Note that a version of this widget exists within the Storefront framework, as well. See Appendix: Layout Widgets and Elements for information on Storefront widgets.

Widget Name: requestQuote

Display Name: Request Quote - Agent

Supported Page Types: All

Layouts:

• B2B Checkout Layout - Agent
• B2B Edit Layout - Agent
• Checkout Edit Layout For Multi Ship - Agent
• Checkout Layout - Agent
• Checkout Layout For Multi Ship - Agent

Elements: To understand how these elements are used, refer to the widget’s code view:

• quote-notes-history
• requester-notes-text-area
• request-quote-button

View quote details

This widget provides an interface that allows the agent to review a quoted order, accept or reject quotes and to re-request quotes. For information on working with quotes, see Understand the Oracle CPQ integration.

Note that a version of this widget exists within the Storefront framework, as well. See Appendix: Layout Widgets and Elements for information on Storefront widgets.

Widget Name: agentQuoteOrderDetails

Display Name: Quote Order Details - Agent

Supported Page Types: agentOrderDetails page

Layouts: Order Details Layout - Agent

Elements: To understand how these elements are used, refer to the widget’s code view:

• agent-accept-quote-button
• agent-add-note-button
• agent-notes-history-text-area
• agent-quote-note-text-area
• agent-reject-quote-button
• agent-request-requote-button