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Requests and Help Desk Features in Detail
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Configuring RFQ from Cart using Request Types Management.

RFQ from Cart is a special Request Type that is used to configure a feature that allows customers to request quotes for items that are listed in your Product Catalog with price set to either “Request a Quote” or “Submit a Bid”.   When the customer is finished shopping and selects checkout, the system checks their shopping cart for items with Price set to either “Request a Quote” or “Submit a Bid” and if it finds any, it takes the customer to the RFQ form that you defined using Form Builder for the RFQ from Cart Request Type.    The customer fills out the form and submits it.  Using Request Management the RFQ items can be priced and a Quote automatically created.  It can be configured to email the quote to the customer with a link to your website so approve an order. 

See the chapter titled Quotes Feature in Detail for additional information.

 


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