Quote Forms: Configuring the Perfect Capture
The form is the final point of contact between your client and you. Vitrin allows you to customize it to meet your exact business needs.
Modification Policies PRO
Control what happens once the request is sent.
- Strict Mode: The client can no longer modify anything. Ideal for fixed events.
- Additive Mode: The client can add new products but cannot remove those already validated.
- Increase Mode: The client can increase quantities but not reduce them.
- Flexible Mode: Total freedom of modification.
Precision Fields
Allow your clients to express themselves beyond the simple cart.
- Per-item notes: The client can add a specific precision on a product (e.g., "Deliver to the upper floor", "Blue color if possible").
- Global notes: A free field at the end of the form for logistical details or special requests.
Price and Stock Display
Adapt visibility according to your strategy.
- Hide prices: If you work solely on a custom basis, you can hide unit prices to only show the selection.
- Stock visibility: Choose whether or not to display remaining stock to create a sense of urgency or simply to inform.
Intelligent Notifications
- Multi-recipient: Add up to 3 email addresses to receive alerts for new requests (e.g., Sales + Logistics).
- Automatic Follow-up: The client instantly receives a summary of their request to reassure them.
IMPORTANT
PRO: Most advanced form customization options (Modification policies, Multi-recipients) are reserved for the PRO.