Quotes Management

Managing quotes on your platform from your SBO

Path: SBO > Services > Quotes

• Definition

• Create a quote

• Read a quote block card

  • Read it from the SBO

• Update a quote

• Delete a quote

• Related resources

Definition

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

WHO CAN USE THIS FEATURE?

Logged in super-administrators and administrators

This page is available only when the Quote feature is enabled.

Create a quote

Super-administrators and administrators cannot create Quotes. Quotes are created by askers. Learn more on how to perform a quote request: Quote requests (Quote feature)

Read a quote block card

Super-admin can see all quotes made on a platform.

Each quote block (figure 1) displays:

• The quote date: start and end time and date

• The asker name and its profile

• The quote status

• The offeror and his profile

• The booking’s listing title

• The fees applied by the platform

• The price

• The quote ID

Figure 1

Read it from the SBO

To see the quote details, click on the pen icon when hovering over the quote block.

Each quote detail page displays:

• Quote ID (figure 2).

Figure 2

• Page table of content (figure 3)

Figure 3

• Quote overview card (figure 4) shows:

  • The asker who made the quote.

  • The offeror for whom the quotation is intended.

  • The quote title

  • The price:

    • The total amount = the price of the quote.

    • The total fees.

  • The booking dates:

    • The start and end day and time

Figure 4

• The status card (figure 5) shows the status history. Statuses are displayed from the oldest to the most recent update.

Figure 5

• PSP information (figure 6). Super-administrators can follow payment steps.

Figure 6

Update a quote

As a super-administrator or administrator, you cannot update a quote, this action only is for users on the dashboard side.

Here you can see the process to update a quote: Quotes dashboard (Quote feature) - Update a Quote

Delete a quote

As a super-administrator or administrator, you cannot delete a quote, this action is for users on the dashboard side.

Here you can see the process to update a quote: Quotes dashboard (Quote feature) - Delete a Quote

Related resources

Front:

• Quote requests (Quote feature)

Dashboard:

• Quotes dashboard (Quote feature) - Update a Quote

• Quotes dashboard (Quote feature) - Delete a Quote

Bundle configuration:

• Quote feature - Configuration

Business rules:

• Quote feature - Business rules