LogoLogo
Contact usBook a demoSupport
  • 🟦v2.0
    • 👋Introduction
    • Front Office
      • Front interface structure
      • Log in & Register
      • Homepage
        • Vendor Homepage
        • Customer Homepage
        • Homepage (User search feature)
        • AI Search Assistant
      • Rendering types
        • Commoditized Rendering types
          • Listing Deposit (All rendering types)
          • Time Based
            • Create a Listing (Time Based)
            • Edit a Listing (Time Based)
            • Show a Listing (Time Based)
            • Book a Service (Time Based)
          • Seat Based
            • Create a Listing (Seat Based)
            • Edit a Listing (Seat-Based)
            • Show a Listing (Seat-Based)
            • Book a Listing (Seat-Based)
          • Flat Rate
            • Create a Listing (Flat Rate)
            • Edit a Listing (Flat-Rate)
            • Show a Listing (Flat Rate)
            • Book a Listing (Flat Rate)
        • Uncommoditized Rendering types
          • Request for Proposal (RFP)
            • Create a Request for Proposal (RFP)
              • RFP Assistant
            • RFP page (RFP)
            • Bid proposals (RFP)
      • Listing details supported by AI
      • Platform Subscriptions
      • Quote requests (Quote)
      • Upgrades management
      • Discount Coupons
      • Search result pages
        • Listings search results page (Time-Based mode)
        • Listings search results page per category (All Rendering types)
        • Users search results page (User search feature)
        • Listing Alert management (Listing Alert mode)
        • Listings search results page
      • Favorite page
      • Profile pages
        • Profile page (Time-Based mode)
      • Content page
      • Users onboarding page
      • Contact page
    • Dashboards
      • User dashboard structure pages
      • User KPI - Homepage
        • User KPI (Time-Based, Seat-Based, Flat-Rate, RFC)
        • User KPI (RFP bundle)
      • Messages dashboard
      • Quotes dashboard (Quote feature)
      • Bids dashboard (RFP rendering type)
      • Request for proposals dashboard (RFP rendering type)
      • Bookings dashboard
        • Bookings dashboard (Time-Based rendering type)
        • Mediation management dashboard (Mediation feature)
        • Bookings dashboard (Subscription)
      • Listings dashboard
      • Platform Subscriptions
      • Payments dashboard
        • Payments dashboard (Time-Based rendering type)
        • Invoices (Flat-Rate rendering type)
      • Reviews dashboard
      • User profile dashboard
        • User profile dashboard (All rendering types)
        • User profile dashboard (User search feature)
    • SuperAdmin
      • Accessing the Backoffice
      • Navigating the Backoffice
      • Platform KPI - Homepage
      • Listings
        • Viewing and managing listings
        • Listings categories management
        • Listings attribute management
      • Coupon
      • Mediation
      • Bookings
        • Bookings management
        • Bids management
        • Quotes Management
        • Payments management
        • Reviews management
      • Users
        • Viewing and managing users
        • User categories management
        • User attributes management
        • Users messages management
        • Contact management
      • Platform Subscriptions
        • Plans
        • Subscriptions
      • Access rights
        • Administrators management
        • Rights management
        • Roles management
      • Contents
        • Header menus
        • Footer menus
        • Pages
          • Guide: manage a page's slug
          • Guide: add contents to internal pages
        • Interface texts
        • Messages to users (Notifications)
      • Configurations
        • Preset
        • Webhook
        • Commands
        • Features
          • Artificial Intelligence Features
            • AI Settings
            • AI Patterns Feature
            • AI Search Assistant Configurations
            • Vendor Matching Configuration
            • RFP Assistant Configuration
            • Rendering Type Auto Suggestion
      • Setting up Third Party API accounts
      • OAuth
      • Service templates management
        • Service templates (Flat-Rate rendering type)
        • Subscription service templates (Flat-Rate rendering type)
      • Settings
        • Home Page Media
        • Home Page Setup
    • Core Concepts
      • Time-Based rendering type
      • Flat-Rate rendering type
        • Subscription
      • Seat-Based Rendering type
        • Stock Feature
      • Request for proposal bundle (RFP)
      • Quote Feature
      • Platform Subscription
      • User search feature
      • Calendar Sync feature
      • Mediation feature
      • Typesense feature
      • Listing Alert feature
      • Upgrades feature
      • Coupon Feature
      • SMS Feature
      • Listing Search Advanced Feature
      • Recaptcha Feature
      • Payment Service Provider features (PSP)
        • Stripe bundle (PSP) - Business rules
          • Dashboard Stripe - Subscription Feature
        • Mangopay bundle (PSP) - Business rules
          • Dashboard Mangopay - Subscription Feature
          • Bank Wire Transfer Payment (Banking Alias) / RFP rendering type (Request for Proposal)
      • Search Engine Optimization (SEO)
      • Maildev
      • Audit
      • General Data Protection Regulation (GDPR)
      • Google Tools
      • Users Onboarding
    • Glossary
Powered by GitBook
LogoLogo

© Second SAS

On this page
  • Definition
  • Create a quote request
  • Read a quote request
  • Update a quote request
  • Delete a quote request
  • Related resources

Was this helpful?

Export as PDF
  1. v2.0
  2. Front Office

Quote requests (Quote)

Creating and managing a quote request when the quote bundle is activated

PreviousPlatform SubscriptionsNextUpgrades management

Last updated 3 months ago

Was this helpful?

Path: Front Homepage > Listing > Request a quote

Definition

Allow askers to request quotes directly to offerors for uncommoditized services.

WHO CAN USE THIS FEATURE?

Switch users: All logged-in users

Non-Switch users: All logged-in askers.

Create a quote request

An asker can request a quote through “Request a quote” (figure 1) available on a public listing’s page.

The user fills in the following information:

  • The request title (figure 2) (mandatory)

  • The request description (figure 3) (mandatory)

If required, attach a file (figure 4).

  • Optionally set a date for the request (figure 5)

  • Set the location (figure 6)

The location can be a specific address or a non-specific address.

Leave a message to the offeror (figure 7). By doing so, a thread related to this quote is created.

Check “I accept Terms and Conditions” (mandatory) (figure 8) to finalize quote creation.

Read a quote request

The asker can read the listing information he has just set with the quote dashboard page.

Once he finalizes the quote request process described above, he will be automatically redirected to the dashboard related to the quote edition.

Path: Dashboard > Quote > quote request > Show quote

This page is described in detail in the article: “Listing dashboard”.

Update a quote request


Delete a quote request

Users cannot delete quotes.

Related resources

Dashboard:

Business rules:

Users can update quotes depending on their roles. Learn more about how to cancel here:

🟦
Quotes dashboard (Quote feature)
Quote feature - Business rules
Bookings dashboard (Time-Based rendering type) - Delete a Booking
Bookings dashboard (Time-Based rendering type) - Update a Booking
Figire 1
Figure 2
Figure 3
Figure 4
Figure 5
Figure 6
Figure 7
Figure 8