Ask for quote | Voters

Ask for quote

Simo Isomäki

Is it possible to add a button which send the design and Summary to our consultant, so they can contact the customer? The customer needs to give his name, e-mail and phone number

May 3, 2023

Jarkko Leppälahti

We're competing against Zakeke in Oakmasters case and this is an explanation of how their quote request tool works: https://zakeke.zendesk.com/hc/en-us/articles/360015664999--Get-a-quote-tool

Jarkko Leppälahti

It seems we get a regular stream of sales leads where a request for quote functionality is an essential part of the configurator. This mostly means that a quote is sent to an email address in a customisable format including the details of BOM, and a visual of the configuration. Examples of recent (Q4/24-Q1/25 sales leads) where this was requested: 
Shelter Office
Oakmasters
Diginaut Eesti
Workstories
Fluenta

Simo Isomäki

Merged in a post:

Request a quote feature

Osku Tervonen

Capability to request a quote of the configuration instead of / in addition to being able to add it to the cart. In some cases our customers would like to allow the users to request a quote.
Initial considerations to keep in mind:
Need a new button in the Planner UI
Need a new API endpoint in the Embed API
How often is the quote feature a standard feature in e-commerce platforms?
is our current SalesData enough in this case?
How much customisation is foreseen case per case? For example, how do we decide:
- Is the quote feature shown or not?
- For which users?
- How do we get the user information?
- Are both Cart and Quote features shown? And when?
- How to adapt to non-standard Quotation features in e-commerce platforms?

October 4, 2024

Osku Tervonen

Another vote here, and some additional thoughts:
Need a new button in the Planner UI
Need a new API endpoint in the Embed API
How often is the quote feature a standard feature in e-commerce platforms?
is our current SalesData enough in this case?
How much customisation is foreseen case per case? For example, how do we decide:
- Is the quote feature shown or not?
- For which users?
- How do we get the user information?
- Are both Cart and Quote features shown? And when?

Simo Isomäki

This kind of request comes sometimes from prospects, but the difficulty is that the process of quote making is different from company to company and it does not seem feasible to make this into product, but rather it needs to be done as customization per project

Simo Isomäki

This can be done on eCommerce platform side as a replacement of addtocart functionality. Basically the contents of addtocart fed to a form that resides on the ecommerce platform side