Review Quote
The Quote Review feature allows customers to accept or reject a quote directly within OrderEazi, closing the loop on the quoting process without relying on emails or external communication. This helps sales teams respond faster and ensures greater accuracy and transparency throughout the sales cycle.
🎯 Purpose
Quote Review gives customers a simple way to confirm or decline a quote, while ensuring that all feedback and actions are automatically recorded in OrderEazi. It reduces miscommunication, shortens turnaround times, and keeps sales data accurate and centralized.
⚙️ How It Works
When a sales rep generates a quote, they can choose to enable the Display Ratings document setting. This adds thumbs-up (✅ Accept) and thumbs-down (❌ Reject) buttons to the quote.
Each button links to a secure Quote Review page for that specific quote. Customers can access this page directly from the quote — no login required.
🧾 On the Review Page
When the customer opens the Quote Review page, they can:
Accept the Quote
Confirms that the quote is approved.
Updates the project status to Approved automatically in OrderEazi.
Reject the Quote
Allows selection of one or more reasons for rejection.
Optionally add comments for further context.
The rejection is recorded and visible to the sales rep, who can then generate a revised quote.
🚚 Delivery Address Confirmation
Before approval, the customer is prompted to verify the delivery address shown on the quote. If it’s incorrect, they can update it directly from the review page. By accepting the quote, the customer confirms that the address is correct — helping to prevent fulfillment issues and improving data accuracy.
📊 Visibility & Tracking
Sales reps can view the outcome of a Quote Review under the Documents tab on the related Project, next to the corresponding quote number. Each quote’s current review status is displayed, ensuring the team always knows whether a quote has been accepted or rejected.
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