How To Submit a Quote

The Shopping Cart section gives your customers the ability to request for a quote for the items they have plans of ordering. To request a quote, click the Submit Quote button located at the bottom of the Shopping Cart list.

This will direct your users to the Shopping Cart - Submit Quote page.

The Shopping Cart - Submit Quote page contains an online form that your users are required to fill up before processing their quote request. Registered users have the option to assign the quote to a particular Job. The quote can also be given a specific Quote Name.

Your customers also have the option to return to their Shopping Cart by clicking the Return to your Cart button in case they still want to add some more products.

After filling up the online form with the required details, click the Review My Quote button.

In the Review Your Quote page, customers will be asked to review the details pertaining to their quote. This includes their contact information (name, primary phone number and email) and the items they requested a quote for. They also have the option to return to the Shopping Cart to edit their list by clicking the Edit Shopping Cart button.

If all contact and order information are correct, click the Submit Quote found at the bottom of the page.

Upon submission of the quote request, IBOS will generate a temporary quote reference ID. Customers are also given the option to print a copy of their quote by selecting the Print My Quote button.

All information given is then sent to the back office. From there, it is transmitted to the sales department for final approval. Once a final approval has been given, the quote will be posted on the Quotes section of My Account page where user can view or save the quote as a PDF file or Excel Spreadsheet.

Since your website is integrated to our inventory pricing system, you can expect accurate pricing based on any discount or special pricing set in your account.

 

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