The following provides an overview of the quotation process.

1. Customer requests quote

"Quotation" packages are displayed as On Quote throughout the Store wizard, for example:

A customer does not 'purchase' a quotation package, rather they submit a request for a quote via the Store wizard.

At the end of the store wizard, a quotation is requested. A package order is generated, advising the agent that the package needs a quotation. After submitting the request, the customer may be contacted (out of band process) to arrange the quote. Once the quote amount has been determined, an agent enters this against the package order. The customer's view of the order will then display that the order has been quoted.

The quotation package will not appear in the Customer's Purchase history until they have accepted the quote.

2. Package Order for Quote is created

When a quotation for a package is requested, a package order is generated without any of its corresponding component orders.The component orders are not generated until the agent specifies pricing and the customer accepts the quotation.

When the customer views the package order, they are notified that there is a 'Quotation Pending'.

3. Agent submits quotation

Once a customer has requested a quotation and the package order has been created, an agent can specify the quotation price on the package order screen.
Separate prices must be supplied for the one off and recurring charges, as applicable. A comment can also be added that will be displayed to the customer.

Once the quotation has been specified, the customer's package order screen indicates 'Quoted', and the customer will be notified via email.

Agent updates a quote

Agents can also modify the quotation if it hasn't already been accepted or declined. If this occurs, the customer will be notified of the update via email.

4. Quotation is Accepted

Customer accepts a quote

On the package order screen, the customer can view the pricing and comment associated with the quotation and then choose to accept it.

Accepting the quotation causes component orders to be generated to provision the package. The quotation package will now appear in the Customer's Purchase history.

One Off - Up-front Quotes If a quote-based package has been specified as 'One Off - Up-front', once the quote has been accepted the One Off charge must be paid before the component orders can be generated.

Customer declines a quote

On the package order screen, the customer can click "Decline", and must enter a reason and then confirm the action.

Declining the quotation causes the package order to be marked as "Cancelled" - no component orders are generated and the customer is not charged for the quoted amount.