BigCommerce B2B Quotes

Add to quote buttons

Upon installation of our application, an innovative feature, the 'Add to quote' button, is immediately incorporated into your product detail pages. This feature simplifies the quoting process, allowing potential customers to select products they want for a quotation.

When browsing your products, customers can click the 'Add to quote' button for any item they wish to add to their quote. This could be for a product they’re particularly interested in or multiple items they're considering. The system allows them the flexibility to add as many things as they need to their quote without any restrictions.

Once a product has been added to the quote, a dynamic widget from our app automatically pops up. This widget is the gateway to submitting the quote information, providing a seamless transition from product selection to quote submission. It guides the customer through submitting their quote request, making it a user-friendly experience.

Through this streamlined process, customers can easily compile a list of products they're interested in, specify the required quantities, and swiftly request a quote. This functionality doesn't just simplify the quotation process for customers and gives you valuable insight into your customers' preferences and needs, helping you serve them better.

Manage your quotes

Using our quote manager, you can easily access, review and monitor quote requests—the transparent color-coded system to help you identify each quote's stage. You can also view every quote's exact status, for example, New, Draft, Sent. Management or dedicated admin access can view all quotes, while sales representatives can view their quotes. Each quote can easily be edited and amended here. Once they have been finalized, staff can preview them before sending the quote to the customer. If necessary, you can also achieve quotes.

Multi-Storefront Compatible

Our application is designed to work seamlessly with BigCommerce Multi-Storefront, enabling you to consolidate and display all quotes from various channels (storefronts) in a single location. This simplifies and enhances the efficiency of quote management.

View/edit/send your quotes!

When a request is received, your employees can swiftly generate a personalized quote and send it directly to the customer's email. The email includes a unique quote reference number, important notes about the quote, adjusted pricing, and pertinent contact details for accessible communication.

To ensure convenience, a PDF attachment of the quote is included. Customers can easily download, print, and save this for their records. The email also carries a checkout link to facilitate the purchase process. This link pre-loads the discounted quote, streamlining the customer's checkout experience. Our system allows for efficient quote creation and delivery, promoting a seamless customer experience.

View Customer Information

Our customer’s page is designed to offer a comprehensive view of all the essential information about each customer. It is a centralized hub where you can access and manage crucial details such as their name, email, address, and previous quotes. Having all this information readily available in one place lets you easily keep track of your customers and their interactions with your business.

One of the critical functionalities of the customer’s page is the ability to create quotes for customers. This feature streamlines the process by pre-filling the customer's address, making it significantly more convenient to generate accurate quotes. By eliminating the need to enter the address each time manually, you can save time and ensure that the quotes are accurate and tailored to each customer's specific location.

View Company Information

The company information page is a centralized platform of valuable information about the company. It offers a comprehensive overview of crucial details, including the company's profile, contact information, and any associated contacts assigned to the company. By providing a consolidated view, this page enables easy access to all the necessary information related to the company.

In addition to displaying company-specific information, the page also features a section dedicated to previous quotes. This allows you to review and track quotes submitted by various customers associated with the company. Having this historical data readily available lets you gain insights into past transactions, assess patterns, and make informed decisions for future business engagements.

Unlimited users

Our quote system is open to all your employees, offering seamless collaboration without user number limitations. We prioritize fair pricing, basing our costs on your product count rather than user count, making it an affordable choice for businesses of all sizes.

On the User Customization front, you hold total control. You decide what your users can access, ensuring relevant information reaches the right people. Plus, you can customize who gets notified about new quotes, enhancing efficiency and communication within your team. Our system offers flexibility and adaptability to cater to your specific business needs.

Clean Emails and PDF's

After receiving a quote request, our employees can create a customized quote and send it to customers via email. The quoted email encompasses various essential details such as the quote reference number, important notes regarding the quote, revised pricing, and relevant contact information. Additionally, the email includes a PDF attachment of the quote, which customers can download, print, and save for their records. Moreover, the quote is accompanied by a checkout link, enabling customers to conveniently access and complete their purchases.

To cater to individual preferences, we offer a selection of four templates for customers to choose from. Furthermore, if you already possess an existing invoice that you would like us to replicate or match, please create a support ticket and attach the document. We will gladly accommodate your request!