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You are browsing upcoming documentation for version 5.1 of OroCommerce, OroCRM, and OroPlatform, scheduled for release in March 2023. Read version 5.0 (the latest LTS version) of the Oro documentation to get up-to-date information.

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Available in OroCommerce

Manage Quotes in the Back-Office

Hint

This section is part of the RFQ and Quote Management topic that provides a general understanding of the RFQ and quote concepts in OroCommerce.

A quote is used to negotiate with the customer (e.g., offer a better price, more convenient quantities, and additional services). A quote can be created in response to a customer’s request for a quote or as a result of direct communication with the customer. Once the customer is happy with the offer in the quote and is ready to proceed with their order, they accept the quote.

Quote management and its use in many ways depends on the following:

  • Shipping Configuration:
  • Payment Configuration:
  • Quote Management Process Configuration (Workflows):
    • For broader possibilities, ensure that one of the quote management workflows is activated:
      • Quote Management Flow — A simple quote management flow where a salesperson is not bound by any limitations and can handle the sale without supervision.
      • Backoffice Quote flow with Approvals (QBFA)— A flow where a salesperson might have to get approval from the authorized person (e.g., their manager) before sending the quote with updated prices to the buyer.
    • For the QBFA workflow, ensure the prerequisites are met, and the system is properly configured for the approval process.

To learn more on how to create and use quotes and their workflows, check out the topics below: