Quote Management
planned
Huda Rauf
Empower B2B customers with a flexible, negotiation-friendly buying experience through a robust Request for Quotes (RFQ) workflow, that will:
• Allow customers to request custom quotes directly from the product page or cart—ideal for bulk orders, custom pricing, or negotiated terms.
• Convert Cart to Quote: Enable users to seamlessly convert their entire cart into a quote request, preserving product selections, quantities, and custom notes for sales review.
• Quote-to-Order Conversion: Once approved, customers can convert quotes into final orders with a single click—no need to re-enter items or start from scratch.
• Automatic Quote Approvals: Set up automated approval rules based on predefined criteria (e.g., order value, customer type, product type), reducing manual workload and speeding up fulfillment.
• Real-Time Conversations: Facilitate in-app messaging or comment threads between buyers and sales reps, allowing for quick clarifications, adjustments, or negotiations—without leaving the platform.
• Quote Management Dashboard: Provide both customers and admins with a centralized dashboard to track quote status, respond to messages, and manage approvals.
Huda Rauf
planned