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Product Suggestions
Status Unlikely to implement
Categories CRM App
Created by Guest
Created on Nov 2, 2023

Allow customer to edit quote with Authorisation Buttons

It would be great if the customer can view their quote lines when clicking approve/decline on a quote. They could then make 'changes' to product quantity/ remove products which is then suggested back to the CRM or allow them to be automatically accepted.

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  • Admin
    Andrew Ardron
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    Nov 8, 2023

    The ability to change the quote (Add/remove products or change quantities) is available in various guises as part of our eCommerce suite. If using our CMS eCommerce platform then you can send a quote to the ecommerce site as a basket. Customers then have access to the detail of that quote and (depending on configurations and settings) can update that quote/basket before checking out.

    We would consider including more details of the quote in the quote to order workflow but I dont think we're likely to add the ability to edit a quote via this portal. It's intended to be a fairly simple accept/reject and a lot of users wouldnt want customers editing the quote before accepting it.

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