A quote instead of an order

Quote requests straight from the cart

Not every order can be placed directly, for example for large quantities or a project. In that case, your business customer requests a quote from the cart in your online shop. Your sales team reviews it and sends it, with the line items and customer prices from the cart.

Quote for Veldora Handel GmbH with three line items, quantities and net reference prices, plus the action to convert the quote.
Demo environment · Quote with the line items from the cart

Process

From cart to quote to order

Line items and customer prices are carried over. Nobody has to retype them.

  1. Requested in the cart

    Your business customer puts together their cart and requests a quote from it instead of ordering.

  2. Reviewed by sales

    The request becomes a quote with the line items from the cart. Your sales team reviews it and sends it.

  3. Accepted, becomes an order

    If the customer accepts, the quote becomes an order. The invoice shows the same price as the quote.

From the cart

Line items and customer prices are carried over

After signing in, every business customer sees the prices of their price list, with tiers and net on request. Exactly these prices also appear in the quote. From the agreed quantity, the lower price applies.

  • The customer group determines the price list
  • Tiers, special prices and annual agreements as rules
  • The same prices in the shop, in the quote and in the order
Cart in the example design WERKSTÜCK: business purchase by Veldora Handel GmbH with ten solid carbide milling cutters, one milling cutter in a different diameter and a precision chuck.
Example design WERKSTÜCK · Business purchase in the cart

One set of prices

A quote that matches your shop

Shop, customer portal and quote use the same price lists. Anything that should differ in the shop becomes a separate price list.

For business customers

Quote requests are meant for your business customers. Consumers buy directly in the same shop, as guests or with an account.

From quote to order

If the customer accepts, the quote becomes the order. They don't have to order again.

The same price on the invoice

The order runs through your order processing, and the invoice shows the quoted price.

What happens after acceptance

Frequently asked questions about quote requests

Who can request a quote in the shop?

Your business customers, directly from the cart. Consumers buy in the same shop as guests or with an account.

Which prices appear in the quote?

The prices from the customer's price list, with tiers. Shop, quote and order use the same price lists.

Who sends the quote?

Your sales team. The request becomes a quote with the line items from the cart, which your team reviews and sends.

What happens when the customer accepts?

The quote becomes an order and runs through your order processing. The invoice shows the same price as the quote.

What do quote requests cost?

They are part of Shopcloud. What your shop costs is in your offer, which you receive after the demo. How your offer is created

See a quote request in the demo

Using sample data, we show you how a cart becomes a quote and how an acceptance becomes an order. Afterwards, you receive an offer for your shop.