Revise Quote Option for Customers
CompletedThere needs to be an option for the customer to revise a quote. Right now it is just "Approve" or "Reject". All of our customers choose "Reject" and then request revisions, which requires us to then approve the quote as an order and then send it back to them in order for us to give them the revisions. If you do not convert the quote to an order after it has been rejected, you cannot do anything with the quote because you cannot un-reject it and resend with revisions.
-
The option could also be called, "Request Revision"
Comment actions -
This does happen on a frequent bases. What I have found is to find the rejected quote. Copy as a quote, then make the changes necessary and send a new link. The old link will still say rejected, so there is no way they will click on the wrong link.
Comment actions -
It would be particularly nice if they were able to view this in a screen much like the the quote screen we use to create it, where they can update or change artwork using the designer, add or remove size quantities, etc.
Comment actions -
DecoNetwork Team
The latest platform update added the option to re-open a rejected quote, allowing you to send additional approval requests without having to convert to an order or copy as a new quote.
Comment actions
Please sign in to leave a comment.
Comments
4 comments