Grow Sales with Request a Quote

Acquire new customers, and support existing ones, by providing individualized pricing for an order.

Maximize your sales with a personal touch

Customer-centric solution

Customers can submit multiple quotes, approved those returned to them by you, and can edit their request within the My Account section of Zoey.

Quicker sales results

Approved quotes can be quickly turned into orders with just a few steps. Merchants can use quotes to drive new customer inquiries and expand their business.

Individualized service

Combined with Zoey’s other B2B capabilities, like Access Restrictions and Customer Groups, Request a Quote allows for a much more customized experience for each of your customers.

Contact us to learn more about our Request a Quote capability!

Quote building made easy

Customers can build quotes in a variety of ways based on their comfort level with eCommerce:

  • Guests to your site can build a quote, as well as registered customers, depending on your requirements as a merchant, including B2C-style “Add to Quote” buttons or the quick-add quote screen.
  • Salespeople can use the public quote builder on tablets to start building a quote for a prospective customer in real time through the quote building screen
  • As a merchant you can even build a quote on behalf of a customer that they can see online once processed

Manage quotes efficiently

Merchants are given powerful tools in the admin to process quotes and even help customers when they’re ready to purchase:

  • Customize pricing on products and shipping
  • Review pending quotes to see who has not responded
  • Send out reminders to ensure customers act on their quotes
  • Convert quotes to orders on behalf of customers

Make changes on the fly

Even after a quote is submitted for review, both you and your customers have maximum flexibility in managing the quote:

  • Customers can edit the quote with revised item requests, adjusted quantities, shipping information updates and more
  • Merchants can submit pricing for approval, update quotes on a customers’ behalf such as items and quantities, and more
  • Both you and your customer can leave comments for review
  • Customers can revise and re-submit a quote after getting back pricing if they need to make changes

Speak to Sales

Learn more about Zoey and its features with a free walkthrough!
Contact our sales team to schedule a review.

See Zoey in Action

Ready to explore Zoey for yourself? We’ve built a demo store that shows you all of Zoey’s major features in operation!

View demo store

Call us at 1-855-446-1200

Speak to Sales

Learn more about Zoey and its features with a free walkthrough!
Contact our sales team to schedule a review.

Request a Walkthrough

See Zoey in Action

Ready to explore Zoey for yourself? We've built a demo store that shows you all of Zoey's major features in operation!

View demo store

Creating a trial may take up to 60 seconds.