Quote Features Within Infigo's Core Platform

1. Overview

This guide covers the Quotes functionality available within the Infigo platform, explaining how to utilize it in isolation of the RFQ module or linked to any external MIS. It highlights key settings, offers scenario-based guidance, and directs users to available Infigo Academy resources.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

2. Contents

1. Overview
2. Contents
3. Key Points and Takeaways
4. Key Settings
5. Scenario-Based Guide
   1. Scenario 1: How to Activate and Use the Quotes Feature
   2. Scenario 2: Creating a Quote for a Customer
   3. Scenario 3: Managing and Utilizing Saved Quotes
6. FAQs
7. Alternate Search Terms

3. Key Points and Takeaways

• Infigo’s Quotes functionality is a core feature separate from the RFQ module and not requiring a connection with an external MIS.
• Quotes can be created manually from product landing pages and managed through a bespoke page within a customer's account settings.
• Several settings across several pages control how quotes behave, including visibility, linkage with products, and automated actions upon order changes.
• Proper configuration of the Quotes feature is essential for seamless manual quoting.

4. Key Settings

Allow Save Quote

• Path: Customer Settings > Show quote area (This may move to the Quote Settings page in a later deployment)
• Explanation: Enables the quote area (labeled as "Saved Quotes") for a customer's account.

Require Quote

• Path: Product Management > Edit or Create a Product > Product Variant Settings > Info Tab > Require Quote
• Explanation: Activates the requirement for quotes on specified products.

Quote Settings (Admin Settings Overview)

• Allow Save Quote (Checkbox): Enables creating quotes from the product details page.
• Keep quote reference when ordering (Checkbox): Retains the quote reference when placing orders.
• Release quote after order cancel (Checkbox): Makes previously linked quotes available again if an order is canceled.
• Unlink quote when changing product options (Checkbox): Removes quote linkage upon product option changes.
• Create quote automatically (Checkbox): Automatically creates a quote during product interactions on the landing page.
• Show Quote URL on quote creation (Checkbox): Displays a direct URL for quotes upon creation.

• If product requires a quote hide price (Checkbox): Hides original product prices until a quote is used.

   

Note: A section has been included at the bottom of this article outlining all settings on the Quote Settings page.

5. Scenario-Based Guide

Scenario 1: How to Activate and Use the Quotes Feature

Problem: You want to activate and start using the Quotes functionality for customer interactions. 

Solution:

1. Navigate to Customer Settings in the Admin panel.
2. Check the Show quote area option to activate the "Saved Quotes" section in the customer account.
   1. Saved Quotes area:

      1. 

3. For specific products, go to Product Variant > Info and enable Require Quote.
   1. Save the settings and verify that customers can access the "Saved Quotes" section.

Scenario 2: Creating a Quote for a Customer

Problem: You need to generate a quote manually for a product for a particular customer. 

Solution:

1. Whilst logged in as an administrator, navigate to the Customer Management screen and Impersonate the required user. This will launch the front end of the storefront and allow you to navigate and place orders as that customer.

   1. 

2. Launch or navigate to the product for which the quote is needed.
3. Select the required attributes and quantity, then click Quote.
4. If configured, enter a reference name or detail.
5. Click Save Quote.
6. A popup may appear showing a direct URL to the quote, price, and an option to email it.
7. Access the Saved Quotes tab via the popup or through the header navigation.
8. From the Saved Quotes tab, you can email, delete, or open the quote as needed.

Scenario 3: Managing and Utilizing Saved Quotes

Problem: You want to manage and use previously saved quotes as the customer. 

Solution:

1. Navigate to the Saved Quotes tab within the customer account area.
2. Select the desired quote to view details.
3. Options include emailing, deleting, or adding the quote to the shopping cart.
4. Note: Quantity and attribute adjustments might be locked unless configured otherwise in the Quotes settings.

Scenario 4: Customer Creating Quotes Themselves

Problem: You want to allow customers to create their own quotes directly for products they are interested in.

Solution:

1. Log into the Storefront as a Customer.
   • Ensure the customer is logged in and has the appropriate permissions if required.
2. Navigate to the Desired Product Page.
   • Customers should select the product they wish to receive a quote for.
3. Select Product Attributes and Quantity.
   • Configure any relevant options such as size, material, or other attributes available for the product.
   • Upload or create any required artwork.
4. Click on the "Quote" Button.
   • This option must be enabled in the settings (as covered in previous scenarios). If not visible, check with the storefront administrator to ensure the Show quote area and Require Quote settings are properly configured.
5. Fill Out the Quote Details (If Required).
   • If prompted, the customer can input a reference name or additional details for the quote.
6. Save the Quote.
   • Clicking Save Quote will store the quote in their account, making it accessible from their Saved Quotes tab.
7. Access Saved Quotes.
   • Customers can view their saved quotes by navigating to the My Account area and selecting the Saved Quotes tab. Here, they can review, email, delete, or use the quote.

Scenario 5: Managing Customer Quotes Using the "Quotes" Tab in Admin

Problem: An administrator needs to view, manage, and interact with quotes associated with a specific customer’s account directly from the admin interface.

Solution:

1. Ensure "Show Saved Quotes Tab in Customer (Admin)" is Enabled.
   • Path: Go to Quote Settings in the Admin panel and ensure that the Show saved quotes tab in Customer (Admin) option is checked.
   • Note: Enabling this setting will add a "Quotes" tab under each customer’s profile in the Admin interface.

   • 

2. Access the Customer's Profile.
   • Path: Navigate to Customer Management > Edit for the selected customer.
3. Open the "Quotes" Tab.
   • Within the customer’s profile, click on the Quotes tab. This tab will display all quotes that have been created and are associated with the customer’s account.
4. View and Manage Quotes.
   • Administrators can view detailed information about each quote, including:
     • Product Details: The product(s) included in the quote.
     • Quantities and Prices: The number of items quoted and their associated prices.
     • Reference Information: If applicable, any reference notes or custom fields attached to the quote.
   • Administrators have the ability to modify element of the quotation including quantities, references and attributes.
     • Access by clicking Edit next to a quote shown in the Quote tab for a particular customer

     • 

5. Utilize Additional Quote Management Tools.
   • Depending on the configured settings, administrators can interact with advanced quote options, such as adjusting quantities, linking or unlinking products, managing expired quotes, and handling other relevant tasks for comprehensive quote management.

6. FAQs

Q1: Can I create quotes automatically for all products?
A1: Yes, enable Create quote automatically in the Quotes settings to create quotes on each call.

Q2: How do I enable email notifications for quotes?
A2: Use the Enable email quote on quote creation setting to automatically email customers upon quote generation.

Q3: Can customers modify quotes in their saved quotes tab?
A3: This depends on your settings. If attributes or quantities are locked, customers cannot modify the quote unless adjustments are allowed.