In this post, we will discuss Quote Management. On the Quote Management page, the user can check the details of the requested quotations if they have submitted any. On this page, the user can also request a new quote for their order.
To request a quote, the user has to click on the Request button. After that, the user will be redirected to a page where they have to fill in some necessary details about the order. The details required are listed below:
- Select the Order Type – Pickup and Delivery, or Receive In and Delivery.
- Destination and Origin Address and Contact Details
- Select a Service Level – Options include Threshold Delivery, Residential Moving, or White Glove Service.
- Item Details – Type of Packaging, Height and Weight, Description, Quantity, etc.
- Valuation – For Insurance Coverage
- Extra Add-ons if Needed – Some extra work needed or something similar
After completing all these steps and filling in the required information, the user has to click on the Submit button to successfully submit the quote request.After submission, the quote will be sent to us for evaluation. On the dashboard, the user can check their quote, which will be marked as “Waiting For Response.” After reviewing the quote request, we will send an email to the user with the estimated price, which the user can also view in the dashboard section.
The user has two options to accept the estimate through the email or directly on the quote page. If the user wants to convert the quote into an order, they can also do that from there.
If you have any doubts, queries, or are not satisfied with the estimate, please feel free to contact us via email or phone.
