User Experience
After you enable Quotes for Commerce websites, your customers, logged in or not, will see a Request a Quote link in your site’s Shopping header.
See the following sample Commerce website with the Request a Quote link displayed in the Shopping header:
If customers are not logged in, they are redirected to log in after they click Request a Quote.
Customers need to be given permission to request a quote. See Give Customers Permission to Request and View Quotes.
The Request a Quote link directs logged-in customers to a page where they can perform the following actions:
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Search for and add items to a quote
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Enter, edit, and remove shipping information
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Add optional comments
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Submit the quote
See the following sample Request a Quote page:
After a customer submits a request for a quote, the following updates take place:
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An Estimate/Quote record is created in NetSuite
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An Add to Quote button appears on the Product Details Page (PDP)
See the following sample Product Details Page with the Add to Quote button displayed:
Customers can view their quotes in the Purchases area of My Account.
See the following sample Quotes page:
After a customer clicks on a quote, they can perform the following actions:
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Download the quote as a PDF
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Review the quote and place an order