The FreshClick Quote builder allows customers on your BigCommerce store to submit single or multi-product quote requests direct from a product page or create a new quote from your Quote Manager. Your Sales representatives can then access the quote manager to create a bespoke/discounted quote for the customer. The quote can then be emailed to the customer with a checkout link allowing them to load the quote and complete the purchase.
Our Quote builder can be installed onto your BigCommerce store with one click of a button! We’ve tried to make the process as easy and simple as possible, but if you need our help its not a problem. We can provide clear and simple installation guidance. If you require any help in the future we have an excellent online support service including dedicated staff for this app.
For one low monthly fee our packages include unlimited users and online support. Your package is based on your store products numbers. There are no hidden costs
When you install our app an ‘Add to quote’ button is automatically added to your product detail pages. Potential customers can click this button to contact you regarding any questions relating to a product or its price. Once they’ve finished browsing they then submit their quote. On receiving the quote sales representatives can answer questions, make amendments or add discount to the quote and then respond via email with a professional quote. Some customers may be deterred by the price of a product therefore by allowing them to add products to a quote they are not dismissing your product and leaving your website. Instead your sales representatives can contact them directly via the quote builder to negotiate and generate more business.
Using our quote manager you can easily access, review and monitor quote requests. The clear side bar gives you access to every quote and there is a clear color coded system to help you identify the stage of each quote. You can also view the exact status of every quote for example: New, Draft, Sent. Management or those with dedicated admin access can view all quotes, while sales representatives can view their own quotes. Each quote can be easily edited and amended here. Once they have been finalized staff can preview them, before sending the quote to the customer. If necessary quotes can also be achieved.
Shopping cart abandonment happens on all stores. Many customers leave behind products with the intention of going back to them at some point. Our system collects these abandoned carts and turns them into a quote. Here you can add a specific discount before sending the quote to the customer. This feature encourages customers to complete their transaction and will increase sales.
Our quote system can be used by all your employees! We have no restrictions on the amount of users and our prices are based on your product number, not the amount of users!
Our quote builder is very easy to use and employees will find it clear and understandable. You can allocate 3 user roles to staff including:
| Action | Sales Rep | Manager | Admin |
|---|---|---|---|
| Create Quotes | |||
| Manage own Quotes | |||
| Manage all Quotes | |||
| Manages Users | |||
| Manages Payments | |||
| Manages Settings |
Once a request has been received employees can create and send a bespoke quote to customers via email. This also contains a PDF attachment of the quote. Customers will be able to download, print and save the PDF for their records. Information in the quote email includes: Quote reference number, key notes about the quote, amended pricing, and relevant contact details. Quotes are also sent with a check out link allowing them to load the quote and complete the purchase.
Once a request has been received employees can create and send a bespoke quote to customers via email. This also contains a PDF attachment of the quote. Customers will be able to download, print and save the PDF for their records. Information in the quote email includes: Quote reference number, key notes about the quote, amended pricing, and relevant contact details. Quotes are also sent with a check out link allowing them to load the quote and complete the purchase.
Our pricing system is based on how many products your store has. Please see our Package prices below or get in touch to discuss bespoke packages to meet your store needs.
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We look forward to hearing from you soon.