Product: Nexternal
Article Link: http://help.truecommerce.com/en/articles/4389187-nexternal-quoting-feature-description-and-set-up-instructions
Have you ever needed to send a customer a written quote for a large purchase of your products? Do you offer special, non-advertised pricing for large wholesale orders? Do you have sales reps who negotiate deals with wholesale buyers? If so, the Nexternal quoting feature will automate the process for you.
With this feature, you can:
Accept formal requests for quotes from customers online
Restrict which customers are allowed to request quotes
Automatically send email notifications of these quote requests to the appropriate sales reps
Email quotes to customers
Easily convert quotes into active orders through your Nexternal order management system
Allow customers to convert the quote to an active order
Watch this 18-min Feature Demonstration & Set-Up Instructions Video (demo starts at the beginning, set-up instructions start around 11:55):
rev: 3/23/22