Quote requests (Quote)

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

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.

Figire 1

The user fills in the following information:

• The request title (figure 2) (mandatory)

  

  Figure 2
• The request description (figure 3) (mandatory)

Figure 3

If required, attach a file (figure 4).

Figure 4

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

Figure 5

• Set the location (figure 6)

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

Figure 6

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

Figure 7

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

Figure 8

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

Users can update quotes depending on their roles. Learn more about how to cancel here: Bookings dashboard (Time-Based rendering type) - Delete a Booking

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Delete a quote request

Users cannot delete quotes.

Related resources

Dashboard:

• Quotes dashboard (Quote feature)

• Bookings dashboard (Time-Based rendering type) - Update a Booking

Business rules:

• Quote feature - Business rules