Hi, I'm looking to add a button into the button of...
# general
a
Hi, I'm looking to add a button into the button of the quote email template that gives the customer the option to accept the quote and have it automatically converted to a sales order on button click. Is this possible? What would be the best way to do this? Thanks in advance.
k
You'd have to probably have one of a few options: 1) a suitelet with no login required. 2) a link to a web form that creates a custom record and then a scheduled script to convert the Quote based on the information gathered in the webform. Neither is particularly secure, though I would think risk levels would be relatively low. The concern I'd have is how you validate that the person on the other end is actually the customer, and not an employee/someone who has something to gain from the quote converting.
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a
I think I would go with a suitelet. I'm not too concerned about the validating the end user because the email would be going out to very specific people and the nature of our business is that we have relationships with our customers.
And I'm guessing I would pass in the id of the estimate into the link as a parameter and then send it back with the post request?
k
Yeah - there might be some advantage to doing a hash of some sort that combines expiry date /total and estimate number so that if you wind up with edits to the quote it won't clear unless the quote matches fully.
I.e. I send a quote for X, then later they say "well, what if I do X-Y instead" you edit the quote and they decide to do X anyways.
(granted, I'd probably create them as seperate quotes, but I often run into folks who just edit the existing one)
a
Very good point, thank you.