What is Automatic Quote and how it works?

Modified on Fri, 18 Jun 2021 at 08:52 AM

Automatic Quote is a scheduling process for sending a Requested quote back to a customer after modifying/discounting without touching by you.


Let's discuss it.

Currently, quotes operation can be created on the below schedules

  1. Suppose a customer request's a quote from your storefront.

  2. Then Quotilio notifies you that a new quote requested. 

  3. Then you or any member comes to Quotilio and edits the quote to discount the quote.

  4. After that, you sent back the edited (or discounted) quote to your customer for checkout.


Now by the Automatic Quote option, the above no 3 and no 4 operations can be done automatically by Quotilio. This means You don't need to manually edit the requested quote and sent it back to the customer.

Just set the automatic conditions on the app settings and it is done. Quotilio will do the rest of the things as per your settings defined on the app.


Note: The feature is only for the Request quote from your store.


Need help? mail us at support@skylitech.com



 



 


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