Getting started with quotes

Quotes can be created during the Checkout process of a configuration. A checkout completes a configuration and avoids unintentional modification. As described in Checkout, we support a broad variety of checkout options. In addition to these options, it’s possible to create quotes which can be managed in a dedicated quotes overview including price calculation, state management, mail notifications, quote PDF creation etc.

Quote Hubs

Every quote is created in a dedicated Quote Hub which is defined during the checkout process. This means a quote hub combines quotes from various configurators of your company. All quotes within the same quote hub are managed consistently. For example, they share a unified ascending numbering system or use a pre-defined quote PDF per default. In order to be able to create quotes, you have to fully set-up a quote hub for your company (distributor).

Number sequence

When a quote is created during the checkout, then we assign a unique quote number to it which cannot be changed afterwards. This quote number can be used for the customer communication and uniquely identifies a quote within the same quote hub. It’s ensure that two quotes do never have the same quote number at any circumstances. The format of this number can only be defined until the first quote has been created, because otherwise a subsequent change of the quote format could result in conflicts with existing quotes.

PDF

To enable the creation of a quote PDF, it’s required to specify the PDF asset which should be used. This PDF asset must be located in a published asset bundle. You can use a pre-defined quote template during the creation of the PDF asset. After a quote has been published, it’s possible to create a PDF summarizing all details of the quote.

States

A quote can be in different states which describe the current progress and status:

• Request

• Processing

• Sent

• Lost

• Canceled

• Won