This release includes new functionalities, feature improvements, and performance enhancements.
Summary of Changes in V2.3
- New functionalities and improvements for “Sales Representative Quote” feature
- Allow sales reps to save a quote as a draft quote before publishing it
- Allow sales reps to edit an existing quote
- Ability to export a quote as a PDF file
- Ability to print out a quote
- A new text field called “Additional notes” is available in quote details
- Added sales rep information on the quote preview page
- Added a company users’ email dropdown list for new quote email notifications
- Allow sales reps to choose any addresses from the predefined BundleB2B address book when creating a quote
- Ability to view the order after the quote has been converted to an order
- Merchant-side management improvements
- Export company (customers and sales rep) information as a CSV from the APP
- Display company level order history from the APP
Sales Representative Quote Feature
New Functionality
- Allow sales reps to save a quote as a draft quote before publishing it. The preview page of the quote will contain a quote status named “Draft”. Quotes under “draft status” are only viewable to the sales rep who created them.
- Allow sales reps to edit an existing quote if the quote hasn’t been converted to an order yet.
- Ability to export a quote as a PDF file
- Ability to print out a quote
Improvements
- A new text field called “Additional notes” is available in quote details where the sales rep can leave quote related messages
- Added sales rep information on the quote preview page indicating who prepared the quote
- Added a company users’ email dropdown list for new quote email notifications. The sales rep can either search from an existing list or enter a new email address to receive the quote’s URL
- Allow sales reps to choose any addresses from the predefined BundleB2B address book when creating a quote. The address list is also searchable.
- Added the ability to view the order details after the quote has been converted to an order
- StoreFront – Company users will be redirected to order detail page
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- APP – Store admin will be redirected to BigCommerce Admin Panel order detail page
Merchant-side Management Improvements
- Allow the store admin to export company information as a CSV file from the APP
- Added Company level order history from the APP showing all the orders placed by BundleB2B company users and sales reps.
- The ability to search by keywords
- The ability to sort orders by order ID, company name, order total, number of items, and creation time
