Congratulations on creating and sending an offer to your customer!

If you're looking for guidance on crafting compelling offers, refer to our step-by-step guide on creating an offer.

Now, let's dive into how you can efficiently manage your offers to ensure a smooth negotiation process and successful closure.

Interacting with Customers

When customers receive your offer via email, they'll find a “View and Manage” button. Clicking this directs them to the “Offer” section within their account, where they can thoroughly review, accept, or propose edits to the offer.

Customer Edits & Negotiations

Customers have the flexibility to modify several aspects of the offer, including:

• Payment Method: Selecting a preferred payment option.
• Shipping Address: Updating or adding a new address.
• Shipping Options: Adjusting delivery preferences.

Should there be any concerns regarding pricing or terms, a real-time chat feature is available for direct negotiation. This tool, accessible via the message icon on the sidebar, facilitates open communication between you and your customer, ensuring any issues are promptly addressed. Any unread messages will be indicated next to the chat icon. 

Notifications and Updates

Receive email notifications whenever your customer sends a message, keeping you informed at every step. In response to customer feedback, you're empowered to modify the offer details. This iterative process continues until mutual agreement is reached.

Sealing the Deal

Upon reaching an agreement, your customer proceeds to the checkout to complete their order, transitioning smoothly from offer acceptance to order processing.

Managing Offer Negotiations

At any point, should you decide to halt negotiations, you have the option to cancel the offer by changing its status to “Canceled”. This update reflects immediately in the customer’s account, signaling the end of negotiation for that particular offer.

Managing offers in the Inxeption Managed Store is designed to be a seamless process, from initial creation to final acceptance. With integrated communication tools and flexible editing options, you can ensure that every offer meets both your business needs and your customers' expectations. 

Need Further Assistance? If you encounter any challenges during the setup or have questions, our support team is here to help. Reach out to support@inxeption.com for prompt assistance.