Sending and Managing Quotes

Sending and Managing Quotes

The Inxeption Managed Store offers the flexibility of initiating quotes for products/services instead of direct purchases. You can set your product listings to Request for Quote, where a buyer would submit a quote request, or you can manually send a Quote from your Orders Module.

Here's a comprehensive guide on how to utilize the quote function effectively:

Managing Request For Quote (RFQs)Navigating to Product Settings:

  1. Access the Products Module within your Inxeption Managed Store.

  2. Selecting the Product:

    Click on the relevant product for which you want to enable the quote function.

  3. Setting Pricing and Availability:

    Within the product editing page, navigate to the "Pricing & Availability" section.

  4. Enabling Quote Functionality:

    Toggle the option from "SET PRICING ONLY" to "ALLOWS QUOTES." This configures the product to function differently, allowing customers to request quotes instead of making immediate purchases.

  5. Initiating Quote Requests:

    When customers intend to purchase the product, they will select "Request Quote."

  6. Quote Dialogue and Email Notification:

    A quote pop-up box will appear for customers to initiate dialogue. Simultaneously, a QUOTE EMAIL is dispatched to the customer.

  7. Managing Quote Requests:

    In the Orders module, quote requests will appear with a Status of “Quote Requested.” Click on the order to view details and respond to the quote.

  8. Responding to Quotes:

  9. Within the order details, you can perform various actions:

    • Add products
    • Revise product costs
    • Provide text responses and quote attachments
    • Set an Expiration Date
    • Include additional information
    • Adjust shipping speed
    • Apply discount codes
    • Save changes as draft

  10. Sending Quote Revisions:

    To send revisions, hover over the triple dots and select "Send Quote," triggering a NEW MESSAGE NOTIFICATION email to the customer. Confirm sending the quote.

  11. Completing Orders:

    Customers can accept the quote by clicking "Complete Order" and proceeding through the Inxeption Purchase Crate to finalize payment via credit card or purchase order.

  12. Rejecting Quotes:

    If necessary, you have the option to reject a quote. Hover over the triple dots and select "Reject Quote." The customer receives a QUOTE REJECTED email.

  13. Continuing Quote Dialogue:

    Even after rejection, customers can continue dialogue to negotiate and reach an acceptable quote for both parties.

Sending a Quote to a Buyer

There are instances where you want to directly send a quote to a buyer, and if they accept it, they can pay for order.
  1. Navigate to the Orders module 
  2. From the secondary menu, select Quotes
  3. Select the CREATE QUOTE button
  4. Add your Contact (buyer) details 
  5. Select the Sales Channel that you would like the Quote to come from
  6. Add your product(s) or service(s)
  7. Add any attachments that you wish to send with your quote 
  8. Add a quote expiration date, discount code, and any External ID reference number
  9. Save or Save and Send your Quote. 

Empower your store's quote functionality to facilitate seamless transactions and negotiations, ensuring a dynamic and responsive shopping experience for your customers.


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.

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