This is an enterprise level addon intended for businesses performing custom work and one-off jobs where the creation of online invoices / quotes can be sent directly to the customer and paid online. The quotes can be accepted or declined by the customer and paid for online as if it were a product.
This is how the addon works:
1. The customer submits a request for quote using the built-in form which is created by the admin. The form fields are customizable through the built-in quote form editor. The store admin is notified when new quotes are submitted. If a customer does not already have an account a new account is automatically created with an auto-generated username/password sent to the customer. This username/password can then be used to securely log into the quote system and view, respond, decline, accept and pay quotes and invoices.
2. When a quote is received the store admin can build customized quotes in a detailed and clean format and submit the quote back to the customer to accept or decline. If the customer declines the quote it is sent back to the store owner for review where the store admin can revise and re-submit the quote back to the customer. This cycle repeats until the quote is either accepted or expired.
3. If the customer accepts the quote it can be paid for online immediately just as if it where a product.
with also a modification from tbirnseth @ ezmerchant services "EZ Order quote text" which allows me to send quotes far better than the sno rocket addon did.
with also a modification from tbirnseth @ ezmerchant services "EZ Order quote text" which allows me to send quotes far better than the sno rocket addon did.
I did look into this but this isn't what I'm looking for. This add-on is only works if the customer inputs the order and goes through the check out process.
I'm looking for before the check out process where shopper can submit quotation request and store admin can send quotation invoice. Like how Snorocket did:
This is how the addon works:
1. The customer submits a request for quote using the built-in form which is created by the admin. The form fields are customizable through the built-in quote form editor. The store admin is notified when new quotes are submitted. If a customer does not already have an account a new account is automatically created with an auto-generated username/password sent to the customer. This username/password can then be used to securely log into the quote system and view, respond, decline, accept and pay quotes and invoices.
2. When a quote is received the store admin can build customized quotes in a detailed and clean format and submit the quote back to the customer to accept or decline. If the customer declines the quote it is sent back to the store owner for review where the store admin can revise and re-submit the quote back to the customer. This cycle repeats until the quote is either accepted or expired.
3. If the customer accepts the quote it can be paid for online immediately just as if it where a product.
I did look into this but this isn't what I'm looking for. This add-on is only works if the customer inputs the order and goes through the check out process.
I'm looking for before the check out process where shopper can submit quotation request and store admin can send quotation invoice. Like how Snorocket did:
This is how the addon works:
1. The customer submits a request for quote using the built-in form which is created by the admin. The form fields are customizable through the built-in quote form editor. The store admin is notified when new quotes are submitted. If a customer does not already have an account a new account is automatically created with an auto-generated username/password sent to the customer. This username/password can then be used to securely log into the quote system and view, respond, decline, accept and pay quotes and invoices.
2. When a quote is received the store admin can build customized quotes in a detailed and clean format and submit the quote back to the customer to accept or decline. If the customer declines the quote it is sent back to the store owner for review where the store admin can revise and re-submit the quote back to the customer. This cycle repeats until the quote is either accepted or expired.
3. If the customer accepts the quote it can be paid for online immediately just as if it where a product.
No it doesnt, this works by admin creating an order in the admin. Then changes it to quotation status, once quotation customer gets email with a link to pay or can call with payment. Attachments, images, or docuents can also be added. I send about 30 quotes per day this way , it works great.
You need the 2 addons I mentioned previously and also the link to pay addon. TRust me this works the same AND BETTER than the sno rocket one, just 3 components together thats all.
If you like you can test mine by requesting a test quote and I will email you one. I will pM you the url.
No it doesnt, this works by admin creating an order in the admin. Then changes it to quotation status, once quotation customer gets email with a link to pay or can call with payment. Attachments, images, or docuents can also be added. I send about 30 quotes per day this way , it works great.
You need the 2 addons I mentioned previously and also the link to pay addon. TRust me this works the same AND BETTER than the sno rocket one, just 3 components together thats all.
If you like you can test mine by requesting a test quote and I will email you one. I will pM you the url.
I tested your link, but I never got anything back. Here's question: can you able to create pdf of the quote once the order is created to send to customer?
Also, can you give me a link to where I can purchase the 2 addons? I found the Simtech addon but I can't find the other addon that you are suggesting.
YEs you can email the quotes, when the customer gets the quote they can choose to call with payment of follow the payment link and pay,
You need simtech order improvements addon
Simtech pay by link addon
and also to improve it further you should speak to tbirnseth of ezmerchant services, he helped me expetnd it farther so the email can be used as the quote messaging system too.
YEs you can email the quotes, when the customer gets the quote they can choose to call with payment of follow the payment link and pay,
You need simtech order improvements addon
Simtech pay by link addon
and also to improve it further you should speak to tbirnseth of ezmerchant services, he helped me expetnd it farther so the email can be used as the quote messaging system too.
YEs you can email the quotes, when the customer gets the quote they can choose to call with payment of follow the payment link and pay,
You need simtech order improvements addon
Simtech pay by link addon
and also to improve it further you should speak to tbirnseth of ezmerchant services, he helped me expetnd it farther so the email can be used as the quote messaging system too.