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Self-Service Quotes

Overview

Overview of Self-Service Quotes and how to enable them in your Storefronts

To learn more about Digital Invoicing, contact us for a demo!

Self-Service Quotes are a tool that prospects can use to automatically generate their own quotes. When enabled, prospects see a link on the Web Storefront, or a button on the Popup Storefront, which automatically generates a quote consisting of the items in their cart. After they complete checkout, they are redirected to the quote. Self-Service Quotes are beneficial when a prospect needs to receive approval before completing their purchase. 

Self-Service Quotes are displayed in your Store’s Quotes list as soon as they are created. They will show the recipient as the creator and the quote name will be “Quote generated by [Recipient Name]”.


When the prospect clicks Accept & Continue on the quote, they see the B2B Popup Checkout directly over the quote webpage, where they can request an invoice or complete the purchase via any of the payment methods configured in your Store. Prospects will receive the fulfillment upon completing the purchase, unless the quote was configured to deliver fulfillment “when quote is accepted”.  

Enable Self-Service Quotes

Within your Storefront Settings, you can enable consumers to generate Self-Serve Quotes.

Popup Storefronts

  1. In the FastSpring App, navigate to Storefronts > Popup Storefronts
  2. Click Settings on the Popup Storefront for which you plan to enable Self-Service Quotes. 
  3. At the bottom of the Checkout Settings section, select Enable Buyer Generated Quotes.  
  4. Click Save or Save and Preview to save your changes. 

After you save your changes, consumers can select the Quote button in the popup storefront to automatically generate a quote consisting of the items in their cart. 


Web Storefronts

  1. In the FastSpring App, navigate to Storefronts > Web Storefronts.
  2. On the Web Storefront for which you plan to enable Self-Service Quotes, click Settings > Checkout.
  3. In the Checkout Experience section, select Enable Buyer Generated Quotes.  
  4. Click Save or Save and Preview to save your changes. 

At the top of the order list in the checkout page, consumers can select Generate a Quote to receive a Quote comprised of the items in their cart.


Self-Service Settings

In the FastSpring App, navigate to Store Settings > Invoicing to adjust your Self-Service Quote settings. 
  • Enable Self-Serve Upgrades - When enabled, consumers using the Account Management portal can modify their orders or subscriptions directly in the portal. Modifications include adjusting the product quantities, and upgrading their subscription to a configured upsell product. By default, this is enabled. 
  • Enable Net D Invoice Payment Methods - When enabled, prospects who are completing a purchase can add or update payment methods (such as SEPA, ACH, and Wire transfers) through the Account Management site. Otherwise, this is only enabled at checkout.
  • Allow Separate Billing Contact - When enabled, FastSpring can collect and retain a separate billing contact per payment method on file through the Account Management portal. By default, this is enabled.