For quotes to provide a link to cart with the items already in place

161 votes

When a quote is generated it would be ideal if the shop owner could send customers a link to the cart quoted for them to easily & conveniently purchase rather than having to take payment over the phone.

In Development Orders Suggested by: Katherine (12 Oct, '18) • Upvoted: 06 Dec, '23 • Comments: 29

Comments: 29

22 Oct, '18
Craig McCormack
This is a huge must. It is a feature readily available elsewhere and a huge boost to the overall customer service experience. Basically, if we can provide a link like what is generated for an abandoned cart that would be superb.
23 Oct, '18
Joe Rushton
Totally agree. We do a lot of quotes for overseas customers and this would be a huge time saver
27 Oct, '18
Paul
Good idea saves having to take payments on the phone
03 Nov, '18
Gary Merged
You could add to that by allowing Pro-forma invoices
29 Nov, '18
Oliver Hallows
Massive requirement for us
06 Jan, '19
Bob W
You need to be able to send an invoice to a customer regardless of wether items are in the cart!!
18 Feb, '19
Kate
This would be ideal!
04 Mar, '19
Millie
Agreed - This would be really beneficial.
19 Mar, '19
Sandra Merged
Customer should be able to request a quote for multiple products and automatically get the quotation by email
02 Apr, '19
Chris
I've been asking for this for years, I have to use the abandoned cart link all the time
07 May, '19
Ray Foulkes Merged
There is a quote function now but it is useless - It does not calculate the shipping cost, so we have to create a shopping cart to see the standard shipping price. We would need the ability to manually adjust prices, including shipping but the quote system should at least reveal the list prices.

The current quote system cannot turn a quote into an order, which totally defeats the point. There should be a seamless way for the customer to accept and pay for the quote.
13 May, '19
Millie
Just wondering how this hasn't been done yet? Come on EKM!
28 Jun, '19
Donna Merged
We sell standard sized picture frames via our online shop but offer people the option to buy bespoke sizes upon request. At the moment we do this via email and manually process any orders that come from quotes. We have used the quote facility on the website but its not then possible to change the status from quote to anything else so it just creates more work.
05 Jul, '19
B Clark
Anything that makes admin life faster & easier :)
25 Jul, '19
Leandra Franich Merged
The 'quote' status is merely a reference to the payment type for the order. There is a drop down box, so select an alternative eg bank transfer, credit card, paypal or whatever options you have from the orders page, and then it will be in line with other payment options instead of saying 'quote'
30 Jul, '19
Donna Merged
As far as I am aware I am not able to send the quote to the customer giving them the option to go ahead with an order by having a link that will take them to the payment gateway, which will then be put into my orders as a pending order. At the moment I am able to send them a link to the quote but I must then send a paypal invoice or take the payment manually via my machine in my shop premises. It means the sale has to be recorded separately from my online sales.
03 Aug, '19
Annette
Patiently waiting and hoping for this since 2017
14 Oct, '19
Millie
Wish List has a very similar function, you add all the product into a list and can then send a link to add the list to the cart.

Can this coding not be altered into a difference scenario to give us a link for the customer to complete their cart?

This would also be useful for bundles, if we could create a bundle and the link would add all the individual products to the cart.

Please do something soon EKM!
05 Feb, '20
Steph
This would be a great idea!
20 May, '20
Martyn ( Sandblasters.co.uk) Merged
I have tried the quote function today hoping that i could raise the quote, send to the customer, the then said customer press a link to be taken to my shop to complete the order. No, does not work, I cannot see the point in the function at all to be honest.
Be great if the Wizards at EKM could look at this please. It would save so much time rather than send pro formas all the time.
20 May, '20
Martyn ( Sandblasters.co.uk) Merged
I have tried the quote function today hoping that i could raise the quote, send to the customer, the then said customer press a link to be taken to my shop to complete the order. No, does not work, I cannot see the point in the function at all to be honest.
Be great if the Wizards at EKM could look at this please. It would save so much time rather than send pro formas all the time.
20 May, '20
Martyn ( Sandblasters.co.uk)
I have tried the quote function today hoping that i could raise the quote, send to the customer, the then said customer press a link to be taken to my shop to complete the order. No, does not work, I cannot see the point in the function at all to be honest.
Be great if the Wizards at EKM could look at this please. It would save so much time rather than send pro formas all the time.
29 Jun, '20
Eve Bolan Admin
"The ability to send a quote to a customer" (suggested by Kate Price on 2018-10-26), including upvotes (17) and comments (4), was merged into this suggestion.
29 Jun, '20
Eve Bolan Admin
"Turn a customer quote into an order" (suggested by Donna Mostyn on 2019-06-28), including upvotes (6) and comments (3), was merged into this suggestion.
13 Apr, '21
Eve Bolan Admin
"Custom Quotation/Order" (suggested by Craig Monk on 2021-04-12), including upvotes (2) and comments (0), was merged into this suggestion.
12 May, '21
Marv
3years plus and still not an option, I can’t believe it.
17 Jan, '22
CCTV Direct UK Ltd
The Functionality kind-of exists. More like a workaround.

Step 1: Open an Incognito browser tab > (If your store requires user to be logged in then > Login as user)
Step 2: Build the Cart - Add Customer's Required items to the cart
Step 3: Click checkout and when on the screen where it asks to fill in details, click back at bottom left > Close the Tab
Step 4: Login to back-end of EKM Store and click on Orders > Check "Incomplete Orders" and choose the order
Step 5: Scroll down and Just above the Notes Section, on the Right there is a button "Link to Cart"
Step 6: Click the button > Copy the link and > Send it to Customer

Customer clicks the link & the cart appears with the items in it ready to check out. Then customer can complete the order as normal.

Not the actual feature, but a workaround and can be done multiple times using Incognito tabs on Chrome Browser. Remember to close the Private tabs before doing it for another customer.

CCTC Direct UK Ltd
19 Oct, '22
Alan Huntley
Yes, Yes, Yes, I send out lots of manual invoices, adding item to the cart for check out buy the customer would be a HUGE step forward.
04 Dec, '23
Eve Bolan Admin
This is currently available to test in Labs: https://support.ekm.com/support/solutions/articles/44002430523 :)