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- Manage Quotes - Overview
- Manage Quotes - Installation
- Manage Quotes - Quote Page Templates
- Manage Quotes - Using Manage Quotes
- Manage Quotes - Quote Notes
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- Manage Quotes - Quote Expiration and Follow Up Emails
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- Miva 10 Manage Quotes Installation
Manage Quotes
Installation
The Manage Quotes module is already in the Miva 10 admin. But you still have to install the module.
On this Page
Installation
Important
If you use the Miva admin's branching capabilities, check to be sure you are installing the module on the desired branch. If the module is installed in the incorrect branch, you can use the admin's merge capability to add the module installed changeset to the correct branch. For information on merging changesets, visit the Version Branching document.
1. To install the module, click the settings icon in the bottom left corner, then click Modules.
2. On the Modules page, scroll down until you see the Manage Quotes module and click install.
Setup
After installing the module, there will be three new tabs on the Utility Settings page:
- Quote Emails
- Quote Configuration
- Quote Custom Fields
Quote Emails
There are five customizable email templates:
- Send Quote: Customer
- Quote Requested: Customer
- Quote Requested: Merchant
- Quote Expired: Customer
- Quote Reminder: Customer
Note
All of these templates are enabled by default. To disable/enable any of them manually, click the button under the Enabled tab.
The “To”, “From” and “Subject” fields can all be edited. Click the name of the email you wish to edit and a box allowing you to edit the fields displays.
Each email template is a full HTML template which can be customized to your desired style.
To edit a template, select it from the list, then click Edit Template. This opens the field where the template code can be edited.
Note
Because the template is in full HTML, it is probably better to have a developer assist you in customizing your email templates.
The following screenshot is an example of the email templates. This one is for an expired quote.
Quote Configuration
The Quote Configuration screen is where you find general settings for the module, including required customer fields, how long until a quote expires and how customers are allowed to interact with the quote.
Note
The Default Quote Terms text area allows you to place your default terms in the quote as text.
Quote Custom Fields
The Quote Custom Fields function allows you to set up custom fields, specific to your needs, and save the data associated with each quote. These custom fields are then available on a per quote level.
To add a custom field, click the Add Custom Field button in the top right corner.
Enter the desired code and prompt, and select the type of custom field you want: Radio Buttons, Drop-down List, Checkbox, Text Field or Text Area. When finished, click Save Changes.
Note
Once added, custom fields are accessible on a per quote basis.