Wholesale and trade buyers often need a price before they order: bulk quantities, custom options, delivery to a site. B2B Quotes lets them build a quote anywhere in your store and send it to you in one request. You price it in the app, send a branded PDF, and the buyer accepts and checks out at your quoted prices.

Pick your theme during setup and the quote widget goes live. It works on Stencil and Blueprint themes, on every BigCommerce plan, and on multiple storefronts.

On your storefront

• An Add to Quote button on product pages, a Convert to Quote button on the cart, a floating quote widget, a dedicated quote page, or any mix of them

• Quick add by SKU: buyers paste a list of SKUs and quantities and add them in one go

• Quotes on products BigCommerce marks as not purchasable

• Hide Add to Quote on chosen products, category by category

• Hide prices and show your own text instead, and hide zero-price products

• Signed-in buyers see their past quotes, check out from them, or quote the same products again at today's prices

• A drag-and-drop request form with your own fields, plus region and city dropdowns

• Your own button labels, messages, brand colours and custom CSS

• The widget, quote emails and PDFs in English, French, German or Spanish

• Quoting open to everyone, or limited to signed-in customers, chosen customer groups or email domains

• Spam protection that stops duplicate, instant and high-volume requests, plus a blocklist for emails and domains

Building and sending quotes

• Create quotes yourself: search the catalogue, add custom items, and price in any currency or from a customer group's pricing

• Line or whole-quote discounts, shipping, tax, and cost price and margin on every line

• Live BigCommerce shipping rates, with the cheapest picked for you

• Automatic Discounts: a set percentage off every new storefront request, with fixed prices or exclusions for chosen products

• Saved quote templates and one-click duplicates

• Expiry dates, PO numbers, tags, CC emails, a message to the buyer and private staff notes

• Preview a quote as the buyer sees it, then send it by email with a PDF attached, in one of five email designs

• Every revision and a full activity timeline on each quote

• Abandoned carts you can turn into quotes, with an email alert when a cart is abandoned

Winning the order

• Buyers accept or decline online, add a PO number, and sign with an optional e-signature that records name, IP and time

• Declined quotes come back with a reason

• Buyers ask for changes and chat with you on the quote

• Buyers see what changed when you update a quote you have sent

• An accepted quote goes to BigCommerce checkout at the quoted prices, with the shipping address carried through, or you create the order yourself

• New buyers get a BigCommerce customer account created for them

• Automatic reminder emails, and warnings three days and one day before a quote expires

Customers and companies

• A customer list synced with BigCommerce, with each customer's quotes, notes and most-quoted products

• A company view with win rate, contacts, quote history and a breakdown by rep

• Your own customer groups for sorting and reporting

Your sales team

• Admin, Manager and Sales Rep roles, with permissions for each storefront, and two-factor sign-in

• Quotes assigned by region, round robin, or rules on customer group, country, postcode or order value, with a fallback rep

• Alerts when a quote sits unanswered, escalating to the store admin if it still waits

• A dashboard of what needs you now, your pipeline and your win rate

• Reports by rep, status, source, decline reason, customer, product and customer group

• A Quote Chat inbox with unread counts

• Bulk archive, assign and status changes, and CSV export by quote or by product line

Store setup

• Separate quotes and settings for each storefront

• Your catalogue syncs from BigCommerce every day, including price lists and pricing rules

• Quote emails sent through Microsoft 365, around 40 email providers or your own SMTP server

• New-quote alerts, a BCC copy and a subject prefix on every quote email

• Quote numbers with your own prefix

Integrations and developer tools

• HubSpot: contacts, plus deals at the stage you choose

• QuickBooks: estimates, matched to your products by SKU

• Zoho CRM: leads or contacts

• ActiveCampaign, Klaviyo, Mailchimp, Zendesk, Asana, Basecamp, Monday.com and Trello: each new quote request goes there too

• A REST API for creating quotes from other systems

• A storefront JavaScript API for adding your own quote buttons