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Public Smart Quote requests

Public Smart Quote requests provide a sales-assisted, customer-facing web experience before or alongside STORE. A salesperson publishes validated Smart Quote configurations, sends the generated link, and receives one DRAFT Sales Quote when the customer submits the form.

Availability

The feature is controlled by the default-off feature_public_smart_quote_requests feature key. Enable it only for selected tenants after validating the product and owner workflow.

  1. Open a Smart Quote product in OnePager.
  2. Complete and validate the configuration.
  3. Select Publish customer quote request.
  4. Enter the customer-facing option name and description, choose optional notification CC users, and set an expiration of no more than 90 days.
  5. Publish and copy the link. The user publishing the link becomes both CreatedByUserID and OwnedByUserID on a resulting quote.

Each published checkbox represents one complete configuration and one future quote line. Publish additional configurations when customers should be able to request alternatives.

Customer experience

The link opens without authentication and uses the tenant logo. The customer selects one or more options, enters a quantity for each, supplies name and email details, accepts the privacy consent, and submits the request.

The first selection is the base configuration. Additional selections are independent iterations. A successful submission creates exactly one DRAFT Sales Quote with one independently reprocessed line per selection. Pricing is not accepted from the browser.

Customer handling

The initial pre-STORE policy is SNAPSHOT_ONLY. Public contact information is retained with the quote without automatically creating or merging a canonical customer. This avoids unreliable customer matching from unverified anonymous input.

Notifications

The original link sender receives an in-app notification with a direct quote link. If the sender is inactive, an active manager receives the notification when available; otherwise the escalation remains in the audit trail. Optional email delivery can be enabled with PublicQuoteRequestEmailNotificationsEnabled and includes configured CC users.

Security and operations

  • Links use opaque PLATFORM public-access grants with expiry, revocation, tenant isolation, and access-event recording.
  • PLATFORM records the sharing AppID, TenantID, and UserID.
  • Raw tokens and customer contact values are excluded from application logs.
  • Repeated submissions use a grant-scoped idempotency key.
  • FORGE revalidates the grant, active option membership, configuration, price, and quantity before writing the quote.
  • Revoke a published link when it was sent incorrectly or should no longer accept requests.
  • Monitor public_smart_quote_conversions_total, public_smart_quote_converted_lines_total, and public_smart_quote_converted_quantity_total with the public-page request/rejection metrics.

Relationship to STORE

STORE remains the self-service catalog and checkout channel. Public Smart Quote requests are the lightweight, sales-assisted path for complex products, curated alternatives, or customers who should request a quote instead of checking out. Both may be used by the same tenant.

PDF generation is deferred. The maintained web experience is the authoritative customer-facing view.