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!
User RolesOur 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.
PACKAGE 1 0 - 699 products
products
PACKAGE 2 700 - 2,999
products
PACKAGE 3 3,000 - 6,999
products
PACKAGE 4 7,000 - 11,999
products
PACKAGE 5 12,000 - 17,999
products
PACKAGE 6 18,000 - 29,999
products
PACKAGE 7 30,000 - 79,999
products
PACKAGE 8 80,000 - 149,000
products
PACKAGE 9 150,000 +
products
| 18th December 2019 | |||
| ADDED | Lazy Load | We've added a lazy load feature on the quote list page which will load more quotes when you scroll which improves loading time. | |
| 13th December 2019 | |||
| FIXED | Quote Distribution | We've fixed an issue where the quote distribution wasn't saving. | |
| ADDED | Indian Rupee capability | We've added the capability to enable Indian Rupee symbol in quotes. | |
| ADDED | Bulk Discount | We've added a bulk discount input to bulk apply discount in quotes. | |
| ADDED | Sync Button | We've added a sync button to the dashboard to sync your products. | |
| ADDED | On click tracking | We've added the ability to use Google Anaytics tracking on the add to quote buttons. | |
| ADDED | Quick View | We've added the add to quote button on quick view popups. | |
| ADDED | Convert cart to quote | We've added a convert cart to quote button on cart pages which will add all of the customers items in cart to your quote. | |
| ADDED | Quote view page | We've added the ability to change the quote message if there's no items in the quote. | |
| ADDED | Cart Link | We've added the cart link (that gets sent to the customer) to the view quote page, please note opening this link will change the status to open. | |
| 3rd June 2019 | ||||
| ADDED | Cart to Quote | We've added a button to the cart which allows the customer to add their whole cart to their quote. | ||
| ADDED | Quote Link | We've added a link to the customers quote that will only show if they have products in their quote. It will show as "View Quote (3)" | ||
| ADDED | Quick View | We've added an add to quote button to the quickview popup allowing customers to add products to their quote from any page. | ||
| ADDED | Hidden Prices | We now hide product prices if the price has been set to hide in BigCommerce. The price is hidden in the Add to Quote popup, the Quote View page, the Quote submission page and the quote submission confirmation email that's sent to the customer. | ||
| 29rd May 2019 | ||||
| ADDED | Sync Products | We've added product sync information to the dashboard. Our system updates your products every 24 hours or you can do this manually from the new button. | ||
| 22nd April 2019 | ||||
| ADDED | Quote Distribution | We've added an option on the settings page to either choose load distribution (current) or not assigned. If not assigned is selected then the quote will be assigned to the sales rep who amends the quote. | ||
| ADDED | Print Quote | We've added a print quote button on the view quote page. This will show once the amended quote has been sent to the customer. | ||
| IMPROVED | Emails & PDF | We've improved the layout of our Emails and PDF. We've also included the customers company, name and address, total discount amount and fixed styling issues. | ||
| 17th April 2019 | ||||
| ADDED | Bulk Discount | We've added a bulk discount input at the bottom of every quote page to quickly add discount to the whole quote. | ||
| FIXED | Discount Input | We've fixed an issue that was only letting you add round numbers to quotes. | ||
| 12th April 2019 | ||||
| ADDED | Quick actions | We've added quick edit and view quote buttons on quote table. | ||
| ADDED | Cost Price | We've added the products cost price when creating/editing a quote. | ||
| ADDED | Quote Source | We've added the quote source to the system, it will show where the quote came from. Values are Website, Sales Rep or Abandoned Cart. | ||
| 11th April 2019 | ||||
| ADDED | Abandoned Carts Convert | We've added a feature that collects your abandoned carts and allows you to convert them into quotes. | ||
| 8th April 2019 | ||||
| ADDED | Dashboard | We've added a company field for the customer to add when submitting a quote from your website. | ||
| ADDED | Dashboard | We've added a dashboard so you can see an overview of your quotes. The dashboard includes total amounts of each quote status, a section for new quotes that require action (these quotes have come from your store), a quick view box of the quotes changelog and latest news from our twitter feed. | ||
| FIXED | PDF Attachment | We've fixed an issue with the PDF not displaying correctly in some email clients. This fix also includes styling fixes to the PDF. | ||
| 23rd March 2019 | ||||
| ADDED | Customers & Companies | We've added a Customer and Company list & view page which the data is created from your existing quotes. Also links have been added throughout the system that link to these pages on Customer & Company names. | ||
| ADDED | Create Quote from Customer | We've added a create quote button to our customer page, when clicked it will take you to a new quote with the customers information automatically filled in. | ||
| ADDED | Breadcrumbs | We've added breadcrumbs so its easier to navigate around the platform. | ||
| 20th March 2019 | ||||
| ADDED | Product links | When viewing a quote we've now made the product name and image a link back to the product that opens in a new window. | ||
| FiXED | Creating Coupons for discount | We’ve updated the apps permissions to allow for the Marketing OAuth scope. This fixes the issue with the system creating coupons. | ||
| ADDED | Additional Links | We’ve added few links to our navigation which includes Changlog, documentation and email support links. | ||
| ADDED | Changelog | We’ve added a changelog so you can see what's been fixed/added/modified. | ||
To discuss our apps or any other enquiry please click the link below.
We look forward to hearing from you soon.
