Quote Management

B2B buyers often require personalized pricing, special terms, or volume discounts before committing to a purchase. Without a streamlined way to request and manage quotes, merchants have to rely on manual back-and-forth communication via email or phone, which is time-consuming, prone to errors, and difficult to track. This lack of an integrated quoting process reduces efficiency and can lead to lost sales opportunities.

Our integrated quote management feature will allow buyers to easily request personalized quotes and merchants to respond, adjust, and convert them into orders all within the app.

Key Features

• Convert Cart to Quote: Enable users to seamlessly convert their entire cart into a quote request, preserving product selections, quantities, and custom notes for sales review.

• Quote-to-Order Conversion: Once approved, customers can convert quotes into final orders with a single click — no need to re-enter items or start from scratch.

• Automatic Quote Approvals: Set up automated approval rules based on predefined criteria (e.g., order value, customer type, product type), reducing manual workload and speeding up fulfillment.

• Real-Time Conversations: Facilitate in-app messaging or comment threads between buyers and sales reps, allowing for quick clarifications, adjustments, or negotiations—without leaving the platform.

• Quote Management Dashboard: Provide both customers and admins with a centralized dashboard to track quote status, respond to messages, and manage approvals.