Enhancements to quote process: sales rep assistance, e-signature management, and buyer-seller interaction

With Oracle Commerce 25C release, the following key enhancements to the Quote process are introduced:

1. Seamless Transition to Assisted Sales:
   Buyers can easily move from a self-service purchase journey to a sales rep-assisted process, ensuring flexibility and support when needed.
   
2. E-Signature Withdrawal for Adjustments:
   Buyers have the ability to withdraw pending e-signatures to make changes such as negotiating terms, updating requirements, or modifying approvers.
   
3. Re-request E-Signatures:
   If an e-signature request is declined or expires, buyers can re-initiate the request or request changes on the quote.
   
4. Approver Limit Enforcement:
   The system enforces a maximum number of legal approvers that can be selected for E-Signature request to maintain compliance and streamline the approval process.
   
5. Asynchronous Proposal Document Generation:
   When the number of order lines crosses a predefined threshold, the system automatically switches to asynchronous processing for proposal document generation to maintain performance and responsiveness.
   

Key benefits include:

• Ability for Buyers to start in self-service mode and switch to assisted buying without disrupting the process which is particularly useful for high-value purchases where additional reassurance or information is required
• Delivers a smoother and more responsive user experience, particularly in complex purchasing scenarios.

Steps to Enable

You don't need to do anything to enable this feature.