How can I create a Quote for my colleagues to review?
The Quotes feature allows you to send and review quotes on Pending and Placed orders. Quotes are a great way to allow other stakeholders in your company to view, comment and approve upcoming orders without needing a Platterz account.
How to Create a Quote:
- Build out an order as normal. You can leave the order in a Pending state, or you can checkout so that the order is Placed.
- On your Orders Dashboard, find the order that you’d like to generate a quote for. Using the ellipses on the right-hand side, select ‘Share Menu’ from the dropdown.
- Under the ‘Quote’ tab, enter the email address(es) of the user(s) you want to share the quote with.
The individual shared on the Quote will then receive an email prompting them to visit the Quotes dashboard:
Note: Those that have been shared on a quote for an order that they do not own will have the option to review and comment, but cannot make any changes directly on the order. If the user does not have Platterz account, they will be labeled ‘Guest’ and will only have visibility into Quotes that have been shared with them directly.