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User Story #703
openEPIC #699: Quote & Enquiry Management
Backend - Process and Manage Quote Request
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Description
As a system,
I want to validate, process, and register every quote request,
So that the enquiry is available for the operations team to source supplier pricing, generate a customized quotation, and manage the complete quote lifecycle.
Description¶
When a customer submits a quote request, the system should validate all required information, create a unique enquiry record, associate it with the customer and selected package, initialize the quotation workflow, trigger customer and admin notifications, and maintain complete audit history for future tracking.
Acceptance Criteria¶
- Validate all mandatory request details before processing.
- Create a unique Enquiry ID and Booking Reference Number.
- Associate the request with the selected package.
- Link the enquiry to the existing customer or create a new customer profile (Google Sign-In flow) if required.
- Store traveller information, travel preferences, special requests, and budget details.
- Record enquiry source (B2C/B2B Partner).
- Set default enquiry status as Received.
- Push the enquiry into the Admin Quote & Enquiry Management pipeline.
- Trigger confirmation email/SMS notification to the customer containing the booking reference and expected response timeline.
- Trigger internal notification for the operations/admin team.
- Maintain complete activity and audit logs for enquiry creation and status tracking.
- Prevent duplicate quote requests for the same package during active submission.
- Return appropriate success or failure responses through secure APIs.
- Ensure all operations are executed within a transactional workflow to maintain data consistency.
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