Quote Details

A quote is a document issued from a business to a customer outlining the price of a sale before the customer has committed to the purchase. Sana complies with any individual business process flow. Placement of the quotes, orders, or quotes with a possibility to convert them into sales orders - all business scenarios are supported by Sana. The quotes system can help you to increase purchases and successfully get conversions on your webstore.

For more information, see Order Types: Quotes and Orders.

On the Quotes history page, a customer can see up-to-date information about each quote placed online, including the date when a quote was placed, expiration date, quote status, total cost, bill-to name, etc. A customer can see the Quote details page by clicking View details on the Quotes history page in the Sana webstore. A customer can also search for a specific quote by its number and filter quotes by date.

On the Quote details system page in Sana Admin, you can see dummy data and you cannot see all information that is shown in the Sana webstore. The real information about quotes is taken from the ERP system, that’s why the data shown on the Quote details page can differ depending on your ERP system.

The quote details page can be styled a little bit differently depending on the customer type who created a quote – B2B or B2C.

Below you can see an example of the Quote details page.

Edit Content of the Quote Details Page

The Quote details page is a system page that exists in Sana by default, but you can also change the content and styles of the Quote details page if you want to look it different.

To edit the content of the Quote details page, in Sana Admin click: Web pages > System pages. On the System pages page, you can see all available system pages and you can edit the Quote details system page.

The Desktop and Mobile tabs hold the content elements of the Quote details page that are shown on the desktop and mobile devices. Thus, the Quote details page can be styled differently for the desktop and mobile devices.

There are several default content elements on the Quote details page which you can edit:

  • Profile back link

  • Profile menu

  • Page title

  • Document messages

  • Quote status messages

  • Document header

  • Document addresses

  • Document attachments

  • Document download report button

  • Document download report messages

  • Document edit button

  • Quote promote button

  • Document reorder button

  • Document lines

Most of the above listed content elements are used only on the sales document pages.

Also, you can add and remove various content elements on the Quote details page as well as use the content management system of Sana with the page layouts, row and column settings to create high quality and impressive design for the Quote details page.

Using the Revert to default button you can revert any changes you have made to the page and start from scratch.

Content Elements on the Quote Details Page

Below you can see the description of all standard content elements that are shown on the Quote details page.

Profile Back Link

The Profile back link content element is used to show a back link on the Quote details page. Using this link, a customer can go back to the Quotes history page from the Quote details page in the Sana webstore.

You can easily change the text of the profile back link in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Profile Menu

The Profile menu content element is used to show the account menu on the Quote details page.

For more information, see Profile Menu.

Page Title

The Page title content element is used to show a title and a quote number on the Quote details page.

The quote number is taken from the ERP system.

Document Messages

The Document messages content element is used to show a system message on the Quote details page. For example, it can inform a customer that a quote cannot be converted to an order due to some reason.

You can easily change the texts of the document messages in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Quote Status Messages

The Quote status messages content element is used to show a system message on the Quote details page. For example, it can inform a customer that a quote is expired, or it is in review.

You can easily change the texts of the document messages in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Header

The Document header content element is used to show the basic information about a quote, for example a quote number, status, date, shipping and payment method, requested delivery date, etc. All details of the quote are taken from the ERP system.

You can easily change the texts of the Document header content element in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Addresses

The Document addresses content element is used to show the customer’s addresses, such as shipping and billing addresses, but there can be some other addresses such as payer and sell-to addresses. The addresses availability depends on your ERP system and customer type.

You can easily change the titles of the addresses in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Attachments

The Document attachments content element is used to show the quote attachments, for example a copy of some extra documents. If you need to provide your customers with some additional documentation, the necessary files can be added to the corresponding sales document in the ERP system and shown on the Quote details page. For more information, see Sales Document Attachments.

You can easily change the title of the Document attachments content element in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Download Report Button

The Document download report button content element is used to show a Download quote button on the Quote details page. Using this button, a customer can download a printable quote (PDF file) generated by the ERP system. For more information, see Sales Reports.

You can easily change the Download quote button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Download Report Messages

The Document download report messages content element is used to show a message on the Quote details page. It informs a customer about generating a quote report, or shows an error message if any problems with generating a report occur.

You can easily change the texts of the document messages in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Edit Button

The Document edit button content element is used to show the Edit button on the Quote details page. Using this button, customers can edit a quote if they made a mistake in the quote and want to fix it, for example, customers can replace some product or change product quantity.

You can easily change the Edit button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Quote Promote Button

The Quote promote button content element is used to show the Convert to order button on the Quote details page. Using this button, a customer can convert a quote to an order. For more information, see Order Types: Quotes and Orders.

You can easily change the Convert to order button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Reorder Button

The Document reorder button content element is used to show the Reorder button on the Quote details page. Using this button, a customer can reorder the products which have been purchased before. In case, the product is not orderable anymore, a customer will be notified by a message in the shopping cart.

You can easily change the Reorder button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Lines

The Document lines content element is used to show the sales order lines on the Quote details page.

Each quote line contains information about products a customer purchased, like product number and title, quantity, unit of measure, price, shipping status and date. Below the quote lines a customer can also see shipping and payment costs, taxes and order total, etc.

The information about quotes is taken from the ERP system, that’s why the dummy data is used on the Quote details system page in Sana Admin. The real data is shown to a customer in the webstore.

You can easily change the titles of the Document lines content element in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Content Element Advanced Settings

All content elements on the Quote details page have advanced settings.

On the Advanced tab of the content element, you can configure height, width and spacing settings.

For more information about advanced settings, see Content Elements.

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