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 mailto\ support\@nue io the relevant price books for the purchased products must be enabled for self service 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 checkout configuration when checkout is enabled, you can configure the following settings under the toggle checkout button text customize the label shown on the checkout button in the magic link by default, this is set to "buy now" you can change it to match your business language — for example, "purchase now", "complete order", or "subscribe with auto pay" form builder the form builder allows you to design the customer and contact information form that customers complete before payment it opens as a full screen modal when you click "edit form" in the self service settings the form builder has three panels panel width description left — components 300px draggable component list multi column row, display text, input fields, tabs center — canvas flexible live layout canvas where components are arranged via drag and drop right — properties 480px configuration panel for the selected component components display text adds static text to the form — useful for section headers (e g , "company information") or instructional copy configurable properties font size sm, base, lg font weight normal, semibold, bold input fields adds a data collection field mapped to a customer or contact metadata field when dragged onto the canvas, the properties panel opens to configure property description object the object the field belongs to customer or contact contact reference for contact fields — which contact lookup field on the customer this maps to (e g , billtocontactid, accountingcontactid) hidden when object is customer field the specific metadata field auto populates the label when selected label display label shown to customers defaults to the metadata field name if left blank collection preference collect (required) the customer must fill in this field to proceed to the next step collect (optional) the field is shown but not required view only displays the value from the quote but cannot be edited by the customer supported field types standard text, boolean (checkbox), picklist (dropdown), date picker, number (decimal, integer, percent) restricted fields (forced to view only) customer related fields custom fields aside from custom contacts tabs creates a tabbed layout within the form — ideal for collecting multiple contact types (e g , billing contact, accounting contact, technical contact) each tab supports nested display text and input fields add new tabs with the "+" button delete tabs (minimum of 1 tab required; delete button is hidden when only 1 remains) edit tab labels via the properties panel tabs cannot be nested inside other tabs (maximum nesting depth 2 rows) column layouts all components are arranged within rows each row supports the following column configurations layout description 100% single full width column 50/50 two equal columns 33/33/33 three equal columns 33/66 one third + two thirds 66/33 two thirds + one third 25/75 one quarter + three quarters 75/25 three quarters + one quarter a floating action bar appears on row hover with controls to move up/down, change layout, or delete the row layout changes that would remove columns containing content are blocked automatically saving the form click "save" in the form builder to save your layout the form is stored as a structured flexviewlayout and retrieved dynamically when customers open their magic link checkout checkout mode options administrators can configure the checkout flow to match specific business processes and compliance requirements mode behavior order status payment only collects payment info only remains pending payment + activation collects payment and activates order activated immediately 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 please note that this feature only works with new quotes and not change quotes 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 if the configuration is set to payment only, the process will complete at this step 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 only nue collections 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 flexible data collection collect the exact customer and contact information your business needs, in the format that matches your sales process