HowTo: Accept requests for quotations and send offers with VSite

Modified on Tue, 3 Jun at 12:07 PM

Requests for quotations (RfQ) are a common way of closing a deal in the B2B business. The customer places a request for the jewelry he wants to purchase and communicates the terms with the seller directly. The payment and the final terms are not always negotiated on the website. 


How do you accept requests for quotations and send counteroffers with VSite? What are the additional tools for handling the B2B requests in VSite? 


To allow customers to send a Request for Quotation, enable the Off-Site payment. This will allow clients to place orders without completing the payment using the integrated online payment gateways. 


 


To send the request: 

  • Customer adds jewelry to the cart, as in a regular purchase
  • In the checkout payment page, select Off-Site payment



In Valigara Orders page

  • You see an order in the Orders page, in status Incomplete, or as set in the 
  • Edit the order according to your agreements and negotiations with the customer
  • Send the direct link to the order by email/WhatsApp for the client to review


After the customer sees the updated offer on his My Account page in VSite, he can pay for the order on-site.  





  • You can create an offer for the client (while on the phone or after having the order discussed). For this
    • Create a manual order on Valigara Orders page
    • Assign it to the client, and select the VSite channel. 
    • This will create the offer in client's personal area in VSite, so he can review the order and complete the payment. 


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