Request for quote (RFQ)

If you use Infor M3 CE as your ERP, your customers can use the web shop to request quotes for items.

When this feature is enabled, a Request Quote button is added to the Shopping Cart and Mini-cart widgets.

After users click the Request Quote button, they proceed to the Request Quote page. Depending on how roles are set up, customers can specify cost center, delivery, shipping, and record keeping information. They also provide a name for the quote. To complete the request, customers click the Submit button.

After final pricing is saved in M3 CE, customers use the Quote Details page to accept or decline the quote. Customers can use the Quote Dashboard widget and Quote List page to review the statuses of their quotes.