Quotes for Commerce Websites
The Quotes for Commerce websites feature lets your customers request quotes online. Customers can search for and add items, enter shipping information, and add optional comments to build a quote request. See User Experience for more information.
The following topics provide helpful information about Quotes for Commerce websites:
More Information
Before setting up Quotes for Commerce websites, be aware that:
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Quotes for Commerce websites applies to SuiteCommerce MyAccount (SCMA), SuiteCommerce (SC), and the Mont Blanc release of SuiteCommerce Advanced (SCA) and later.
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In NetSuite, the terms “estimates” and “quotes” are used interchangeably.
Users with the Administrator role can change the names of records and transactions from the NetSuite default names to names that fit your company’s terminology. Example: the transaction named Estimate can be renamed Quote. See the Account Administration topic Renaming Records and Transactions for instructions.
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You need to give your customers permission to request a quote. Customers without permission are prompted to contact the merchant. See Give Customers Permission to Request and View Quotes.
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Only customers can request a quote. The feature is not available for leads or prospects.
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The Add to Quote button is displayed on the Product Details Page (PDP) regardless of whether you have given your customers permission to request a quote.
If a customer does not have permission to request a quote, after they click the Add to Quote button, a warning message is displayed.
If a customer does have permission to request a quote, after they click the Add to Quote button, the product is added to a quote.
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SuiteCommerce lets customers create a quote and make purchases from a quote, but Site Builder Premium only lets customers make purchases from a quote.
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Customers can make purchases from a quote only after the quote reaches a certain status in the corresponding Estimate/Quote record. See Set the Customer Status Internal ID.
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Customers must provide their default shipping and billing addresses before requesting a quote. They can do this in the My Account area of your Commerce website.
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The Quotes for Commerce websites feature is not compatible with the following features:
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Site Builder Basic
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Subsidiaries
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Multiple Ship To
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Gift Certificates
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Customers can add items to a quote regardless of the item’s out of stock behavior.
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Parent matrix items cannot be added to a quote, only child items.
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The ability to send your customers an email notification after they submit a quote needs to be set up in NetSuite as a Workflow Action (see Creating an Action) or as a User Event Script (see User Event Scripts).
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After submitting a quote request, customers cannot add or remove items included in the quote.
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Handling costs are not displayed in the summary total of the quote. They are added to the order total after the quote becomes a purchase.
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Credit card payment is validated when the sales order is processed within the UI, not when a customer makes a purchase generated from a quote.