Buy Now From Quote

this tutorial provides step by step instructions on enabling and using the buy now from quote feature, which allows customers to convert quotes into active orders directly through secure magic links licenses & permissions required this feature requires an active self service api license to enable this license for your production and/or sandbox org, please reach out to support\@nue io mailto\ support\@nue io sales reps can generate quotes with embedded checkout capabilities, enabling customers to review quote details and complete purchases independently customers can access secure, time limited magic links to view their quotes and, when enabled, proceed directly to payment and order activation without sales rep intervention admins can configure the buy now functionality, manage payment integration settings, and control which quotes display the checkout option to streamline the sales process and accelerate deal closure why this feature matters accelerates deal closure removes manual steps and sales rep dependency, reducing sales cycle time and increasing conversion rates frictionless buying experience delivers a modern, self service experience that empowers buyers to act immediately scalable growth strategy supports both product led (plg) and sales led (slg) growth strategies, allowing organizations to scale and blend sales motions for diverse customer segments how it works the buy now from quote feature streamlines the purchasing process through a secure, integrated checkout experience quote generation sales reps create quotes for prospects in salesforce magic link delivery quotes are delivered to customers via secure magic links self service checkout customers can independently convert quotes to orders with payment automatic sync orders sync back to salesforce with proper associations enable buy now functionality admin users can enable the buy now from quote feature to allow customers to convert quotes directly into orders follow these steps to configure the setting log in to the nue app and go to settings navigate to self service in the "self service" section, toggle on "allow customers to place orders from quotes" once enabled, eligible quotes will display a "buy now" button when viewed through magic links, allowing customers to proceed directly to checkout customer experience accessing quote magic links customers receive secure magic links to view their quotes when the buy now from quote feature is enabled, eligible quotes will display additional checkout functionality buy now button on quote magic link when customers access a quote via magic link, they'll see a "buy now" button if the feature is enabled for your organization the quote hasn't expired the quote hasn't already been converted to an order payment component clicking "buy now" opens the secure stripe payment component where they can enter their credit card details the payment method will be automatically configured for recurring billing and future autopay checkout review before finalizing the purchase, customers can review their order details, including product line items and quantities pricing and subscription terms total amount purchase protection if a quote has already been converted to an order, customers will see a "purchased" message to prevent duplicate transactions and provide order status information customer use cases use case 1 after hours purchase a saas prospect receives a custom quote from a sales rep via magiclink the decision maker clicks the link outside of business hours, reviews all pricing and options, and immediately completes the checkout and payment without needing to contact the sales rep again the order is created, the sales team is notified, and fulfillment begins instantly use case 2 trial to paid conversion a customer in a hybrid gtm motion wants to upgrade from a free trial to a paid subscription they receive a quote via magiclink, click "buy now," and convert instantly from prospect to paying customer in one seamless flow payment processing stripe integration securely collects payment details and creates payment methods with both nue collections and stripe invoicing autopay setup payment methods are automatically configured for recurring billing customer creation creates stripe customers linked to the account information benefits for sales teams reduced manual work no need to manually process quote conversions faster deal closure customers can purchase immediately without sales rep availability better tracking complete visibility into quote to order conversion rates for customers 24/7 availability purchase quotes anytime without waiting for business hours immediate fulfillment orders process instantly upon payment simplified process single click conversion from quote to active subscription for organizations increased conversion remove friction from the buying process scalable sales handle more deals without proportional sales team growth