Overview video
0:00 Saved quotes
0:02 Saved quotes let your customers price a product, save it as a named quote, and come back to it later.
0:08 When it's turned on, a Quote button appears next to Add to basket.
0:13 The customer names the quote and saves it. They see an estimate, and a link they can share with a colleague.
0:20 Every quote is listed under My Account, Saved Quotes, with its name, date, quantity and price.
0:27 Open takes them back to the product with the same options, ready to order.
0:32 It's set up with a few settings in Quote settings and Customer Settings. The step-by-step guide on this page shows how.
Step-by-step video
0:00 Let customers save quotes
0:03 In this tutorial we'll let customers save quotes, set how long they stay valid, and see what your customer sees.
0:10 Go to Configuration, Settings, Quote settings, and tick Allow Save Quote.
0:16 Default Quote Expiry sets how many days a new quote stays valid. Here, thirty. Zero means quotes never expire.
0:24 Recreate the quote decides when customers can re-price a quote. Here, only once it has expired. Save the settings.
0:32 Now go to Customer Settings and tick Show quote area. This adds Saved Quotes to My Account. Save, and clear the cache.
0:41 On your storefront, products now have a Quote button next to Add to basket.
0:46 Your customer names the quote, so they can find it again, and clicks Save Quote.
0:52 They see an estimate, and a quote link they can copy and share.
0:57 Under My Account, Saved Quotes lists every quote, with its name, date, quantity and price.
1:03 Hovering the Valid tag shows when the quote expires. Here, thirty days after it was saved.
1:10 Open takes them back to the product, with the quote's options filled in, ready to add to the basket.
1:17 That's it. Your customers can now save, find and reuse quotes.
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