Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better. It also means that whilst all customers can benefit from the Quote-to-Order Workflow right now, when it's out of Preview it may be restricted to certain subscriptions.
No more vague order confirmations! Add authorisation buttons ("Approve" and "Reject") to your PDF Quote documents (Word & PDFs) and/or to the covering email to get unambiguous order confirmations coming through thick and fast! These buttons take the user to the Customer Portal to action that stage of the Quote-to-Order Workflow.
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
Navigate to the Settings Centre by selecting System Settings in the navigation menu, and select the 'Emails & Documents' page.
Step 2: Configure Document Templates
Select 'Click to Configure' under the Document Templates section of the Settings Centre.
Step 3: Edit Template
Edit the relevant templates e.g. 'Basic Email Quote' by clicking on the pencil icon alongside it. In the side panel, click 'Edit' to make changes to this template.
Step 4: Add Authorisation Buttons
Now you're in edit mode, you can make changes to this template. To add the authorisation buttons, simply click on the area of the email where you'd like them to be added, and select the 'Authorisation Buttons (Preview)' underneath the Additional Data section to add this merge field into the email. Once happy with your changes, click the 'Save' button.
To add these buttons to a Word or PDF document template, make sure you have the Word Add-in installed first. Once installed, click on the Prospect CRM Word Add-in from the Home tab in Word.
Then, add the Quote-to-Order Workflow buttons to your Word document. Simply close Word when you've added these and it'll automatically update and overwrite the Word document in the CRM.
Step 5: Send Email
Navigate to a Quote in the CRM, and click on the Contact's email address to start composing an email.
Step 6: Send Email with Authorisation Buttons
Select the template you added the authorisation buttons to from the 'Select a Template' drop-down, and you'll notice the buttons have been added before you send the email.
Step 7: (Customer View) Authorising the Quote
When the customer receives the email, they'll be able to click the 'Approve' or 'Reject' button. If they click 'Approve', they'll be taken to the Customer Portal where they can see detail about the Quote and authorise it (make sure you add your branding too).
If the customer chooses the 'Approve' button, they'll be taken to the Customer Portal (remember to add your branding to the Customer Portal if you haven't already - the examples below are branded orange and grey), where they can then add their PO reference before approving the Quote.
They'll then get a confirmation of their approval on the following page.
If the customer chooses the 'Reject' button, they'll be taken to the Customer Portal, where they can provide a reason as to why they're rejecting this Quote, for example - "Price too high", before then rejecting the Quote.
They'll then get a confirmation of their rejection on the following page.
Step 8: Reviewing Approval/Rejection Status
As a CRM user, you'll be able to see whether the customer has approved or rejected the Quote by simply navigating to the Quote Entry page.
Step 9: Restoring a Quote
When a Quote has been rejected, it changes the Current Status of the Quote to 'Cancelled'. You may wish to tweak the Quote e.g. apply some discount to a particular product, then restore it and re-send it to the customer. To do this, simply click the 'Restore' button next to the Current Status once you've made any relevant changes to the Quote itself.
Note: this will create a new version of this Quote. To see the Quote version, simply go to the Documents page under the Contact. Versions will be added immediately after the Quote Description e.g. "Quote 123 / 3" ("3" indicating that this is the third version of this Quote).
We're actively working on the next few updates. And once these are out, the Quote-to-Order Workflow will be a genuinely viable and useful solution for the vast majority of users. We'll then be running a series of education activities (online events, documentation, etc.) to explain the options and how to set up the Customer Portal and this Workflow, and which features are likely to be included in each subscription level. We'll also put our best ideas for further enhancements into our Ideas Portal to let you, our customers, vote on the features you'd most like to see next.
In the meantime, you're more than welcome to try out the Quote-to-Order Workflow and tell us what you think. Just remember, it's in Preview at the moment, so it's subject to change.
Want to learn more about optimising your Quote-to-Order Workflow? We have a whole page dedicated to it here!