BigCommerce quote system

FreshClick B2B Quotes for BigCommerce

Capture quote intent on the storefront, manage requests in a dashboard, and send checkout-ready responses with discounts, PDFs, and customer context.

7 daysfree trial
19 reviews
From GBP 29.99/mostarting price

FreshClick B2B Quotes is a BigCommerce app that lets shoppers request quotes from product pages, and lets sales teams edit, discount, and send checkout-ready quotes. Pricing starts at GBP 29.99/month, with a 7-day free trial. The app is rated 4.74 out of 5 from 19 marketplace reviews.

The journey of one order line

Follow one product from the shelf to the loading bay.

A quote is not a form, it is a product moving. Scroll and one line - twenty-four rugged tablet cases - goes into the quote basket, out to a sales rep, back with a price on it, through checkout and onto a pallet. Set the discount yourself and every figure after it moves with you.

Customer · Storefront

The product goes into the quote basket.

Add to quote sits on every product page and in quick view. Items gather in the quote widget while the customer carries on shopping, so nothing forces them out of the browsing flow to ask for a price.

Items in your quote3 items
  • Rugged tablet caseRTC-1024684.00
  • Docking stationDS-4406444.00
  • USB-C cable, 2mCBL-2C40156.00
SubtotalGBP 1,284.00
Submit Quote RequestAdd other products
Customer · Storefront

The basket is submitted as a request.

The request lands in Quotes numbered and marked New, carrying the customer, the company, the delivery address and any note they left. A rep picks it up from there.

Quote QT-4182New
Customer
J. Okafor
Company
Northgate Plant Hire
Deliver to
Leeds LS11
Lines
3 items, 70 units

"Repeat order for the depot. Can you do better on the cases?"

Requested valueGBP 1,284.00
Sales rep · Quotes

A rep puts a price on it and sends it back.

The editor shows the margin left on every line at the price being quoted, so the rep can see what a reduction costs before making it. Bulk Discount reprices the whole quote at once, and it goes back by email with the PDF attached.

Edit QuoteSent
  • ProductPriceFinal priceMargin
  • Rugged tablet case28.5027.08 25.08 22.8031% 25% 18%
  • Docking station74.0070.30 65.12 59.2024% 18% 10%
  • USB-C cable, 2m3.903.71 3.43 3.1238% 33% 26%
Bulk Discount -GBP 64.20 154.08 256.80
Base GBP 1,284.00GBP 1,219.80 1,129.92 1,027.20
Customer · Checkout

The customer pays the price they were quoted.

The checkout link in the email preloads the quote with its discounts and the carriage the rep rated, so the customer pays the figure they were quoted rather than one they have to query. The quote closes as Completed against the order.

CheckoutCompleted
Subtotal
GBP 1,284.00
Quote discount
-GBP 64.20 154.08 256.80
Carriage, DPD next day
GBP 18.50
Total paidGBP 1,238.30 1,148.42 1,045.70
Warehouse · BigCommerce order

It ships as an ordinary BigCommerce order.

Checkout writes a normal BigCommerce order, so picking, packing, carriage labels and the customer's order history all work the way they already do. Nothing downstream has to know the price was negotiated.

Order #1043Shipped
Carrier
DPD next day
Consignment
DPD 4471 9920
Deliver to
Leeds LS11
Packed
70 units, 2 pallets
InvoicedGBP 1,238.30 1,148.42 1,045.70
Order #1043 shipped · QT-4182 closed

One order line on quote QT-4182, from a product page to a signed delivery note. Change the bulk discount at the third station and the checkout, the invoice and the total all follow it, the way they do in the editor.

Overview

A BigCommerce quote system built for negotiated B2B sales.

FreshClick B2B Quotes lets BigCommerce customers request quotes from product pages. Sales teams can edit, discount, send, and recover quotes.

  • Add to quote buttons on all products, including quick view
  • Quote widget for viewing and submitting quotes from any page
  • Customers load previous quotes and check out from them
  • Buyers accept, e-sign, decline, or ask for changes online
  • Convert abandoned carts into quotes
  • Multi-product quotes created and edited from your dashboard
  • Live shipping rates pulled from your BigCommerce carriers
  • Line item discounts that carry through to checkout
  • Sales dashboard and full quote report with rep, customer, and product breakdowns
  • Quote chat, follow-up emails, and automatic discount rules
  • Expiry dates with email reminders, and PDF quote attachments
  • Multi-Storefront channels, customisable user roles, and unlimited users
  • Works with all BigCommerce templates and plans, with a seven-day trial and no credit card
Best fit

Built for negotiated sales, account-led quoting, and checkout-ready responses.

FreshClick B2B Quotes supports single-product and multi-product quote requests from the storefront or the Quotes screen. Sales representatives can create bespoke or discounted quotes, then email checkout-ready links back to customers.

  • One-click installation with setup guidance and online support
  • Works with all BigCommerce templates and on any BigCommerce plan
  • Packages include unlimited users and online support
  • Pricing is based on product count, not seat count
  • Useful for B2B, account-led sales, custom pricing, and stores that quote before checkout
  • Supports quote workflows from storefront requests, cart recovery, and admin-created quotes
Storefront capture

Let buyers build quotes without leaving the shopping flow.

The app adds quote capture to product pages and lets customers keep building, reviewing, and submitting quote requests across the storefront.

  • Add to quote buttons on all products
  • Quote widget inspired by Rapid Checkout
  • Customer-side previous quote loading and checkout
  • Cart to Quote and Convert Cart to Quote flows
  • Quick View support
  • Quick Add by SKU or CSV upload in the quote widget
  • Hidden-price handling when BigCommerce hides product prices, with zero-price products hidden from the widget when you choose
  • Accessible quote widget with a keyboard focus trap and announced errors
Customer recovery

Recover previous quotes and convert abandoned carts into active quote opportunities.

Customers can return to earlier quotes and continue checkout, while sales teams can convert abandoned carts into quote requests when a customer needs a more tailored sales conversation.

  • Customers can view previous quotes from the storefront
  • Previous quote loading lets customers continue checkout from an existing quote
  • Cart to Quote and Convert Cart to Quote flows help recover abandoned carts
  • Custom shipping prices can be added quote by quote
  • Quote expiry dates and reminders keep sales follow-up moving
  • Quote again lets a buyer start a new quote from an old one
Buyer self-service

Let buyers answer the quote without a phone call.

When the setting is on, the buyer can accept or decline the quote from the quote itself, or ask for changes to individual lines. Every answer is recorded and the rep is told straight away.

  • Accept a quote online, with an optional purchase order number
  • Optional e-signature: the buyer types their name to accept, and the quote is flagged if it is edited afterwards
  • Decline with a reason, which feeds the decline reasons in your quote report
  • Request changes to lines on a sent quote: a new quantity, a removed line, or a note, with the rep emailed
  • Declined quotes cannot be checked out, and a quote cannot be turned into an order twice
  • Per-store setting, off by default
Quotes

Manage quote status, ownership, edits, and follow-up in one workflow.

Staff can access, review, assign, discount, preview, send, archive, and track quote requests from a colour-coded manager.

  • Create and edit quotes from the dashboard
  • Transparent status handling for New, Draft, Sent, and other stages
  • Admin, management, and sales representative visibility
  • Load distribution or unassigned quote ownership options
  • Quick edit and view quote actions
  • Print quote, cart link, and source tracking
  • Search the quote list by quote number, customer name, or email address
  • The list loads forty quotes at a time as you scroll, with a status dropdown that filters the rows
  • Choose which columns the list shows, including Phone, saved for each user
  • Bulk Archive, Assign to rep, and Set status on selected quotes
  • Duplicate Quote, and CSV export of quotes and abandoned carts, with a one-row-per-product layout that Excel can filter and pivot
  • Tags on each quote, set from Edit Quote
  • The rep is emailed when their quote becomes an order
Quote editor

Price the quote with the numbers your sales team works from.

The editor shows cost price and profit on every line while a rep sets the quoted price, so the margin is visible before the quote leaves. Reps can reprice the whole quote at once, add items the catalogue does not carry, and read the email before the customer does.

  • Cost Price column on every product line, beside the list price and the price you quote
  • Cash profit on each line, worked out as quote price minus cost price, times quantity
  • True margin shown per line and for the whole quote, so the percentage is there beside the cash figure
  • Quick Add products by SKU or upload a CSV of lines
  • Saved quote templates for the quotes you send again and again
  • Revision history saves the lines, prices, shipping, and totals each time a sent quote is edited
  • Bulk Discount reprices every line from its original price, with the saving shown in the Discount row
  • Base Sub Total and Discounted Price sit side by side, so the reduction is never guesswork
  • Staff Notes stay hidden from the customer, separate from the Message to Customer and the customer's own notes
  • Purchase Order Number recorded on the quote for buyers who need it on the paperwork
  • Save Draft keeps an unfinished quote off the customer's screen until it is ready
  • New Custom Product adds an item the catalogue does not carry, created in BigCommerce as a hidden product
  • Custom items take a product name, SKU, price, weight, and an image
  • Delivery Time recorded against the quote and saved with it
  • CC email addresses so more than one recipient receives the quote and its PDF
  • Email Preview sends the quote and its PDF to any address before the customer sees it, and tells you if it did not send
  • A failed send leaves the quote in Draft rather than marking it Sent
Quote detail and delivery

Send professional responses that customers can act on.

Quotes can be priced, discounted, emailed, attached as PDFs, and opened through checkout links.

  • Line item discount applied at checkout
  • Apply discounts to quotes and send them back to the customer
  • Add a price to products where the default price is 0.00
  • Custom shipping charge and tax amount for display
  • Five email templates with PDF attachments: Classic, Modern, Professional, Minimal, and Executive
  • Terms and conditions entered once in settings, printed on every quote PDF and quote email
  • Checkout links that preload discounted quotes
  • Expiry dates with email reminders
  • Quote emails and PDFs in the store's language, with the store's date format or d/m/Y
  • Hide All Prices carries through to quote emails
Live shipping rates

Pull real shipping prices from BigCommerce before the quote goes out.

Get rate builds a cart and a consignment from the quote line items and the delivery address, then reads back every shipping option BigCommerce offers for that basket. The app lists each carrier with its price, selects the cheapest, and writes the charge into the quote total.

  • Get rate button on the new quote and edit quote screens
  • Rates come from the store's own BigCommerce carriers, zones, and shipping rules
  • Every returned option is listed with its price, and the cheapest one starts selected
  • Choose a different carrier and the shipping charge and quote total move with it
  • A custom rate row takes your own label and price when no carrier fits
  • You see which products or address fields are missing before the button unlocks
  • Change the delivery address and the app drops the old rates, so nothing stale reaches the customer
  • Shipping Field Mapping matches your quote form fields to the address BigCommerce expects
  • Product options and variants carry into the estimate, so configured items price correctly
Pricing automation

Set the discount once for every new quote.

Automatic discounts take one percentage off the price you choose to calculate from, before a sales rep opens the quote. Custom prices and exclusions handle the products that need something different, and follow-up and expiry emails chase the quote on their own schedule.

  • One discount percentage, calculated from the base price you choose
  • Custom prices on named products, which override the discount percentage
  • Product exclusions for clearance lines and anything you never discount
  • A discount preview shows the resulting prices before you save a rule
  • Follow-up emails a set number of days after a quote is sent
  • Expiry dates on quotes, with a reminder email a set number of days ahead of the deadline
  • Quote distribution by manual assignment, round robin, or rules on customer group, country, state, postcode prefix, or subtotal
  • Unanswered-quote alert after a set number of hours, with an optional escalation to the admin
Quote chat

Answer questions on the quote, not in an inbox.

Each quote carries its own chat thread. Buyers ask about quantities, lead times, and substitutions in the same place the prices live, and the dashboard counts the threads still waiting on a reply.

  • One thread per quote, with the line items and totals beside it
  • Unread count on the dashboard so nothing sits unanswered
  • Search threads by quote number, customer, company, or amount
  • Sales reps open a chat from the quote or start a new one from the chat screen
  • Turn chat off in settings when your team handles questions elsewhere
  • A Discuss Quote button reaches the thread from quote emails sent on the Executive template
Sales reporting

See revenue, conversion, and rep performance without exporting anything.

The dashboard opens on what needs you now: new quotes, unread messages, quotes expiring this week, and change requests. The quote report then answers the questions a sales manager asks, against the period before.

  • Needs you now tiles for new quotes, unread customer messages, quotes expiring this week, and change requests
  • Sparklines and an activity feed over the last 7 days, 30 days, 90 days, or 12 months
  • Total revenue, conversion rate, and average quote value, with the revenue still open
  • Conversion counts orders placed outside the quote cart too
  • Full quote report with KPIs against the previous period, a chart over time, and any date range
  • Breakdowns by rep, source, top customers, top products, customer groups, and decline reasons
Multi-Storefront

Run quoting across every BigCommerce channel from one account.

Stores on Multi-Storefront switch channels inside the app. Quotes, customers, and the storefront script stay attached to the channel they belong to, so a trade site and a retail site never share a quote list.

  • Channel switcher for stores running more than one storefront
  • Quote list, customers, and reporting scoped to the selected channel
  • Script management shows which channels have the storefront script installed
  • Add or remove the script per channel without editing theme files
  • Theme selection on the installation page for each storefront
  • Preview code support for stores that have not launched yet
Records and integrations

Keep customer, company, and external workflow data connected.

The app groups quote history around people and companies while pushing data into common sales and operations tools.

  • Customer information pages that group previous quotes
  • Company information pages that group customers by company
  • Customer Groups that carry their own discount rates and reporting
  • Group restriction, so only the accounts you choose can request a quote
  • Create Quote from Customer with address pre-fill
  • Integrations with ActiveCampaign, Asana, Basecamp, Hubspot, Klaviyo, Mailchimp, Monday.com, QuickBooks, Trello, Zoho, and Zendesk
  • Product Sync with manual runs for products, product options, SKUs and rules, a queue position and progress while one runs, and a last-sync time for each
Admin and setup

Roles, branding, and store data stay under your control.

Permissions decide who edits settings, users, and payments. The rest of the setup covers how quotes look on the storefront, which products can be quoted, and where the emails come from.

  • Customisable user roles, with permissions set one by one: view quotes, manage settings, manage users, manage payments, manage permissions, and take part in quote distribution
  • Unlimited users, each with their own new-quote notifications
  • Optional two-factor sign-in with an authenticator app
  • Hide Add to Quote: pick a category, tick the products to hide, or hide every product in it at once
  • Form Builder for the fields you collect on a quote request
  • Button, widget, and hidden-price wording you can rewrite
  • A brand colour and a secondary brand colour for the quote button and widget, plus Custom CSS
  • Quote number prefix and increment to match your existing numbering
  • Default tax rate, line-item discount display, and currency formatting
  • Allowed email domains for stores quoting trade accounts only
  • Quote email sent through FreshClick's own server, your own SMTP details, or a named provider: Gmail and Google Workspace, Microsoft 365 with OAuth 2.0, Outlook, Amazon SES, Sendgrid, Mailgun, Mandrill, Postmark, SparkPost, Brevo (formerly Sendinblue), Mailjet, MailerSend, Resend, SMTP2GO, iCloud Mail, Elastic Email, Rackspace and more
  • Emails sent under your Store Information company name
  • BCC recipients and a reply-to address on every quote email
  • Five email templates you can pick between, with PDF attachments
  • Store Profile holding company name, address, phone, fax, website, support email, business hours, Tax ID or EIN, and logo, printed on quote emails and the PDF
  • A secure cart URL for stores that check out on their own secure domain
  • Quote Confirmation Email Content you write yourself, with a subject prefix in front of the quote number
  • Send a test email from settings and see the result in place before quotes go out
  • Quote language in English, French, German, or Spanish
  • Spam protection: block emails or domains, require at least one product, drop duplicate and instant bot submissions, and limit each visitor to 30 requests an hour
  • Archived quotes kept out of the working list without deleting them
Pricing

B2B Quotes pricing

Packages include unlimited users and online support. Pricing is based on the number of products in the store.

Prices in GBP.

PackageProduct rangeMonthly price
Package 10 - 699 productsGBP 29.99
Package 2700 - 2,999 productsGBP 39.99
Package 33,000 - 6,999 productsGBP 49.99
Package 47,000 - 11,999 productsGBP 59.99
Package 512,000 - 17,999 productsGBP 69.99
Package 618,000 - 29,999 productsGBP 79.99
Package 730,000 - 79,999 productsGBP 89.99
Package 880,000 - 149,999 productsGBP 99.99
Package 9150,000+ productsGBP 109.99
Reviews

What customers say about B2B Quotes.

16 of 19 BigCommerce marketplace reviews give it 5 stars. Below are recent 5-star reviews, in the reviewers' own words.

4.74 / 5 Average marketplace rating
19 19 reviews On the BigCommerce marketplace
16 5-star reviews 5 star: 164 star: 13 star: 2
FAQ

Common questions

Can the app fetch live shipping rates from BigCommerce?

Yes. Get rate on the new quote and edit quote screens builds a cart and a consignment from the quote line items and the delivery address, then lists every shipping option your BigCommerce carriers return. Select one and the charge writes into the quote total, or enter a custom label and price instead.

Why is the Get rate button greyed out?

The quote needs at least one product and a complete delivery address before BigCommerce can price the shipment. Hover the button and it names the fields that are still missing. Shipping Field Mapping controls which quote form fields feed that address.

Does B2B Quotes support BigCommerce Multi-Storefront?

Yes. Switch channels inside the app, and the quote list, customers, and reporting follow the channel you selected. Script management shows which storefronts already have the quote script installed.

Can customers request a quote when prices are hidden?

Yes. When BigCommerce hides a product price, the app replaces it with wording you choose and keeps the Add to Quote button working, so the shopper asks for a price rather than leaving.

How does a customer accept a quote?

The email carries a checkout link that preloads the quoted products at the quoted prices, discounts included. The customer pays through your normal BigCommerce checkout.

Can I discount a single line rather than the whole quote?

Yes. Line item discounts apply to individual products and carry through to checkout, alongside a discount on the quote total and a shipping charge you set per quote.

What happens to a quote nobody replies to?

Set an expiry date and the app sends a reminder before the deadline. Follow-up emails go out a set number of days after sending, and abandoned carts can be converted into quotes to reopen the conversation.

Which BigCommerce plans and themes does it work with?

All of them. Installation takes one click, then you select your theme on the installation page. Pricing is based on the number of products in the store rather than the number of users.

Product changelog

Recent product updates

The most recent 2 releases, straight from the app's own change log.

  • ADDEDA new capability you can switch on.
  • IMPROVEDSomething you already use, working better.
  • FIXEDA bug we corrected.
27th October 2026 25 updates · 8 days ago
  1. ADDED

    Saved quote templates

    Save a quote you build often and start the next one from it. In the quote editor choose Save as template and give it a name, then pick Start from template when you create a new quote. The template fills in its products and details for you to adjust, so repeat quotes take a few clicks instead of being built from scratch each time.

  2. ADDED

    Date format in quote emails

    Choose how dates appear on your quote request emails. Pick an option under Date format in quote request emails in Settings, in the General section: month first, day first, or your BigCommerce store's own date format and timezone. Quote emails, their templates and the PDF then show dates the way your customers expect. Nothing changes until you pick a different format.

  3. ADDED

    Choose your Quotes list columns

    Decide which columns the Quotes list shows. Open the Columns picker on the Quotes list and tick or untick Status, Customer, Rep, Channel, Tags, Phone, Expiry and Total. Your choice saves as soon as you change it and applies to your own login, so each person on your team can set up the list the way they work. The customer's phone number is available as a column, hidden until you choose it.

  4. ADDED

    Send from your Microsoft mailbox

    Send quote emails from your own Microsoft business mailbox using Microsoft's secure sign-in instead of a mailbox password. Choose the Microsoft option marked OAuth as your Email Provider in Settings, in the Email and SMTP section, and sign in to Microsoft when asked. Your customers receive quote emails from your own business address, and you avoid the password sign-in Microsoft is retiring.

21 more updates in this release, listed in full on the Change Log page inside the app.

18th September 2026 89 updates · 7 weeks ago
  1. ADDED

    B2B Quotes now has its own change log

    <p>Every change we ship to B2B Quotes is now written up in one place, so you can see what has been added, improved and fixed without asking.</p><p>You will get these updates by email as they land. If you would rather not, there is an unsubscribe link at the bottom of every one.</p>

  2. FIXED

    Quote widget on themes without jQuery

    The New Style quote widget keeps its keyboard and mobile behaviour on themes that do not load jQuery.

  3. FIXED

    Quote sent confirmation

    The confirmation shows once, and only after the quote has actually been sent.

  4. FIXED

    Store language

    Each store uses its own language on the quote form and emails, instead of a language fixed to one store.

85 more updates in this release, listed in full on the Change Log page inside the app.

Talk to FreshClick about B2B Quotes.

For setup, app evaluation, or theme-specific questions, contact FreshClick support with your BigCommerce store details.