The Request for Quote (RFQ) Addon in CS-Cart enables businesses to provide quotes to customers upon request. This is most effective for businesses selling customisable or bulk products and when price depends on factors that include quantity, product variations, or even customer-specific needs.
Key Features of the RFQ Addon for CS-Cart
- Customer-Initiated Quote Requests:
- Customers can order a quote for products in which they are interested just by clicking the "Request a Quote" button on the product pages.
- This quote request form may accommodate customers, products, quantities, special instructions, and customizations.
- Admin Panel Quote Management:
- The admin will be able to see all the quote requests on the admin panel. These will include customer details, the products they requested, and messages or extra details from customers.
- The admin can make a quote or can adjust the requested price according to customer needs.
- Quote Customisation:
- Admins can personalise the quote with a personalised price by applying discounts or special pricing based on customer relations, order history, or bulk orders.
- Admins can also add extra charges for shipping, installation, or other customizations.
- Multiple Quote Options:
- The system will allow admins to produce several quote options for one product or a set of products. This would be useful if there are different prices depending upon the varied quantities, customised features, or delivery dates.
- Quote Notifications:
- Customers and admins are notified if a quote is submitted, modified, or accepted.
- Customers receive quotes and are allowed to accept, reject, or request quotes to be modified.
- Quote Validity and Expiry:
- Admins can set an expiration date for quotes. After that, the price is no longer valid. This helps control price fluctuations and ensures profitability for the business.
- Customer Dashboard for Quotes:
- Customers can view their quote history in the account dashboard. They can see the pending, accepted, and declined quotes.
- This is very helpful for return customers who may need to refer to previous quote requests.
- PDF Quote Generation:
- Admins can easily generate a PDF version of the quote that may include product details, price, and terms and conditions for customers.
- The PDF can be sent directly to the customer via email in order to provide a professional formal quote document.
- Flexible Payment Options:
- When the customer accepts the quote, integrated payment gateways will accept payments.
- Admins can set different terms of payment for different quotes (e.g., partial payment, upfront deposit, etc.).
- Customisable Quote Form:
- The RFQ form can be customised as per the need to request more details from the customer. This might include product specifications, shipping preferences, or even delivery timelines, based on the business's exact requirements.
