Quote Approval and Convert-to-Order Workflow

• View all submitted quotes in one list with high-level details of each quote including status (draft, new, processing, proposal sent, ordered, canceled), number of items in the quote, customer name, and when it was created, and more details available with one click.
• Have the options to view, reset changes, submit your proposals, pause or resume processing, cancel, or delete the quote. Review stores that submit RFQs (requests for quotation), set expiry and reminder dates, assign an employee to process the quote, or leave public and internal-only comments.  

• Attach files to ensure accuracy and relevance to the specifications requested.  

• Manage quote totals by adding or removing items, updating shipping and billing addresses, proposing discounts and custom pricing, and calculating the grand total with the shipping rate in mind.  

• Send the quote over to the customer and once they agree, convert it to an order with a single action. 

What the quote approval and convert-to-order feature delivers for your business:    

• Improved operational efficiency: Simplified centralized workflow for complex quote processing saves employees’ time, keeps management overhead low, and minimizes delays associated with errors and misunderstandings. 

• Optimized sales process: Efficient quote-to-order transition accelerates the sales cycle and positively impacts overall revenue.  

• Enhanced customer experience: Timely and accurate quote handling increases customer satisfaction and trust, boosting the likelihood of closing deals.  

The powerful and flexible quote approval and conversion to order allow for tailored and speedy offers that fully align with customer needs while also protecting business margins and goals. Find out more about the ways Virto Commerce can elevate your quotes and order management by viewing our detailed user guide.