Allow web prospects to Accept quotes with one click

If you want your web prospects to have the option to accept the quote you send with one click, read through the instruction below and utilize it for your needs.

• Step 1 - Enable the feature: Go to My Store > Settings > Payments > Request a Quote
• Step 2 - Set up email to receive notifications 

1. Enable the feature: Go to My Store > Settings > Payments > Request a Quote

   • Check the box “Enable Approve Quote in Email”
   • Set up Confirmation content for Customer

2. Set up email to receive notifications 

   1. Follow the instruction here - Assign recipients to receive quote requests
      All Set!
   2. Soon after you send quote details/ price of the requested building to the customers (following the instruction here - Send request details to customers):
      
      

What do you and your prospects see?

• For prospects: they will see the options to accept or decline the quote in the quote details you send to them via email.
  
  
• For you, as an admin:
  • You will receive a notification if they accept or decline the quote
  • In the admin portal of the 3D Configurator > My Store > Orders: The status will change to “Quote Accepted”

Have questions? Feel free to contact us at [email protected]. We're here to help!