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Process quote requests

Goal​

To efficiently manage and process quote requests submitted by contacts through the self-service portal or webshop. This streamlines the workflow, enhances customer independence and satisfaction, and allows the sales team to focus on high-value tasks.

Step 1: Access the Quote Requests​

  1. Navigate to the Sales section in the backoffice and then to Requests.
  2. The request listing displays all requests with details such as:
    • Request Number, Company, Status, Source, Total (€), Items Count, and Date Created.
  3. Use the Search bar or Filters to refine the displayed requests.
  4. Toggle between Show rejected and Show pending to switch views, differentiating pending and rejected requests.

Propeller Sales Portal

Step 2: Open a Quote Request​

  1. Click on a Request number to open the request details.
  2. The request screen includes the following sections:
    • Company Details: Displays company and contact information.
    • Product List: Lists the requested products with details like SKU, price, discount, and totals.
    • Source: Indicates where the request originated (e.g., webshop).
    • Remarks: Includes customer notes and references for the request.

Propeller Sales Portal

Step 3: Process the Quote Request​

  1. Depending on your order flow configuration in Propeller, you can:

    • Convert the Request into a Quote:
      • The quote request can be turned into a quote, after which it can be modified and sent to the customer for review.
    • Convert the Request into an Order:
      • The request is turned into an order.
    • Reject the Request:
      • The request is marked as rejected and no further action is taken.
    • Process the Quote Request into a custom order status:
      • Using custom order statuses it is possible to fully adopt your company's order flow. Learn more here.

    Propeller Sales Portal

Additional Details​

Request Overview Fields​

When viewing the requests list, you can see:

  • Request number: Unique identifier for each request
  • Company: The company that submitted the request
  • Status: Current status (e.g., REQUEST)
  • Debtor Id: Company's debtor identification number
  • Source: Origin of the request (e.g., Webshop, Internal)
  • Total, €: Total value including all costs
  • Items Count: Number of line items in the request
  • Date Created: Submission date and time
  • Export status: Current export status (e.g., Empty)
  • Exported date: When exported (if applicable)
  • Export message: Any export-related messages

Request Detail View​

The detail view provides comprehensive information:

Product List Tab shows:

  • Product image, SKU, and name
  • Supplier information
  • Pricing details:
    • List price (unit), €
    • Customer Price (unit), €
    • Standard discount percentage
    • Cost price (unit), €
    • Sales Discount, %
    • Sales price (unit), €
    • Sale Margin
    • Total discount percentage
  • Quantity and Total, €

Order Summary displays:

  • Subtotal
  • Extra discount
  • Shipping cost
  • Transaction cost
  • Total excl. VAT
  • VAT amount
  • Total amount

Notes from customer section contains:

  • Remarks: Customer notes or special instructions
  • References: Customer reference numbers for delivery services

Processing Options​

The Change status button allows you to select the appropriate next status based on your configured order flow.