Bespoke Quote Builder

Additional Modules

Discover our Bespoke Quote Builder which enables your customers to add items to their basket and request a quote rather than complete the checkout process.

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Retailers that primarily sell to other businesses are often asked to provide bespoke quotes, particularly for large wholesale orders, in a bid to provide competitive pricing and win customers. You can achieve this with our Bespoke Quote Builder, which enables customers to add items to their basket and request a quote rather than complete the checkout process, and the list of items they’d like to purchase - along with their details - are recorded within your store’s admin system.

Using the information submitted by a customer, or by directly compiling a list of selected products, you can create a quote via the Builder and include a bespoke total price which is exclusively available to a quote recipient for a limited time period. Directly via your admin system, you can also email your quotes - complete with a unique reference number - to requesting customers for consideration.

To accept a quote, a customer simply needs to enter the provided reference code into a designated field on your basket page, and your store will automatically populate the basket with the items from the quote at the agreed price - they can then complete the purchase following the usual checkout process. Alternatively, you can convert a quote within your admin system into an order, for you to then fulfill and arrange payment.

Within your admin system, quotes are stored within a designated area with specific statuses enabling you to easily manage them, and the feature can be set up to automatically email reminders to applicable customers to follow up any outstanding open quotes.

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