Offline Quote Builder

Offline Quote Builder

Create and send quotes to customers directly via your store's admin system

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This feature enables you to create bespoke quotes for products (and delivery) via your store's admin system, and then email quotes directly to customers for consideration.
All emailed quotes are only valid for a specified period of time, and they include a unique, automatically generated reference code. Customers can enter the code onto your online store to add the order (at the agreed cost) to their basket, and then proceed to payment. Alternatively, you can convert quotes to orders via your store's admin system if required as all generated quotes are listed separately and have distinct statuses and email templates.
In addition, a quote reminder email can be sent out after a set period of time to follow up any outstanding, open quotes.

If you would like help with this feature please ask on the Visualsoft Community site or alternatively contact your Account Manager on 01642 633604

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