Quotes in the Portal: From Request to Order

Large or custom orders often start with a quote. Moving that conversation into the portal makes it faster and easier to track.

Let buyers start the conversation

Allow buyers to turn a cart into a quote request with notes and a target date. Capture the details a rep needs, such as quantities, delivery location and budget, so the first reply is useful instead of a list of questions.

Close the loop

When the quote is ready, notify the buyer, show the proposed prices and let them accept it with one click. An accepted quote should become an order without anyone retyping a line.

Key takeaways

• Create quotes from carts

• Capture the details reps need up front

• Convert accepted quotes directly to orders