Add a quote request journey alongside the cart, or replace direct selling entirely. The quote is created, sent, signed and turned into an order without leaving the back office.
The setting is global, and can be overridden per category or per product.
A "Request a quote" button sits next to "Add to cart": direct sales and quotes coexist.
The cart gives way to a quote request system: the store runs entirely on quotes.
One product can be quote-only with prices hidden, while the rest of the catalogue stays on direct sale.
The customer submits their request from the store and can attach documents.
An alert for the merchant and an automatic confirmation email for the customer.
The merchant composes the quote in the back office: lines, prices with and without VAT, discounts.
Legal details, validity period, particular conditions, in the store's own colours.
The customer reads it and accepts or declines through a secure link.
Once accepted, the checkout is pre-filled with the negotiated prices.
Pending, sent, accepted, declined, converted into an order.
Every message and attachment tied to a quote is archived.
Button labels and price display adjustable product by product.
The quote module combines with customer groups and B2B pricing.
Show us your current process: we will tell you how it translates into Ecommercio.
