B2B request a quote and bulk quotes that turn into orders
Cmsmart adds a Request a quote button to products, an optional button at checkout that saves the whole cart as a quote, a quote form you build field by field, and a Quotes area in My Account. When you accept a quote, the buyer pays it as a normal order, with no retyping.
The quote form builder in wp-admin: add fields, labels and validation.
In short
What Bulk Quotation does for your B2B clients
Business buyers request a price for one product or a whole cart, you answer in wp-admin, and the accepted quote is paid as a normal WooCommerce order.
Ships in
Cmsmart Product Designer for WooCommerce, Quotes area since 2.12.0
Quote scope
One product, or the whole cart from checkout
Quote to order
Accepted quotes are paid through WooCommerce
B2B quotes
Locked prices, versions and expiry, included in Cmsmart B2B
The problem
Big orders stall in email threads
A buyer wants 500 banners in three sizes and needs a price their manager can approve. Without a quote flow the request, the artwork and the answer live in different inboxes.
Buyers cannot check out because the price depends on volume or finishing
Sales re-enters quantities and options into an order by hand
Artwork and options get lost between the quote and the order
Nobody can see which quotes are waiting, sent or expired
See it
Quote, accept, produce
Real captures from the Cmsmart plugin on our demo store.
Plugin capture
Design the quote form
Add fields, labels and validation to the request a quote form.
Product screenshot, fictional demo data
Quote requests with artwork files
The buyer attaches artwork to the request and follows every version and status of the quote in My Account.
Plugin capture
The order keeps the design
An accepted quote reaches production with the design and options unchanged.
What you get
What is in the plugin, what is in Cmsmart B2B, what we build
Core rows ship in the Cmsmart Product Designer plugin and are checked against its source and changelog. Included in Cmsmart B2B rows are checked against the Cmsmart B2B user guide. Custom development is built for your business and quoted per project.
Capability
How you get it
Request a quote button on product pages
Coreincludes/class.request-quote.php:735-747
Request a quote for the whole cart at checkout, saved as a quote order
Bulk variation: several sizes or colours in one add to cart
CorePricing Options module
B2B quotes built by your team: company, product lines, locked unit price, valid-until date and notes
Included in Cmsmart B2BCmsmart B2B user guide: Quotes
Buyer accepts, declines or requests changes; every version of the quote is kept
Included in Cmsmart B2BCmsmart B2B user guide: Quotes
Request a quote with artwork files from the product page, the cart or a quote form; new visitors too when you allow it, once they confirm their e-mail address
Included in Cmsmart B2BCmsmart B2B CHANGELOG 2.1.0; includes/modules/quotes/class-quote-request.php
Quotes expire automatically and an accepted quote becomes a pending-payment order at the locked prices
Included in Cmsmart B2BCmsmart B2B user guide: Quotes
Quote approval by a company approver, and quantity rules checked when a quote is sent or accepted
Included in Cmsmart B2BCmsmart B2B user guide: Approvals, Quantities
Quotes in the REST API, accepted or declined from your own system, and a Quote accepted webhook
Included in Cmsmart B2BCmsmart B2B user guide: REST API and webhooks
Contract and customer-group price lists with quantity tiers, imported from CSV
Included in Cmsmart B2BCmsmart B2B user guide: Price lists and tiers
Quote sync with your ERP or CRM
Custom developmentBuilt per project on WooCommerce
Custom development is a strength, not a gap: most B2B portals we deliver combine the plugin with features built for one business. The screenshots on this page are product screenshots with fictional demo data. See what Cmsmart B2B includes.
Setup
How to set up bulk quotes
In wp-admin, no code for the core features.
Install Cmsmart Product Designer for WooCommerce.
Turn on Request a quote for the products that need a price first, and optionally the checkout quote button.
Build the quote form with the fields your team needs.
Answer quotes from wp-admin and send the price.
The buyer accepts and pays the quote as an order from My Account.
Custom development
Take Bulk Quotation further for your clients
We build the B2B parts your business needs on your WooCommerce store, as a scoped project tracked in WorkSuite like every client project.
Teams in 80+ countries run their ecommerce projects with Cmsmart
“★★★★★★★★★★
NBDesigner is a very robust plugin for printing shops. It may take a bit of time to learn, as I am, but the support team is there to help. I've been in printing 30 years and I am impressed with how the developers have thought this plugin through. It has everything.
Great software and excellent support!
NBDesigner is a fantastic tool – very intuitive and easy to use. It makes the customization process smooth and efficient. The support team is also incredibly helpful, responsive, and professional. I use it on my website, and it works perfectly. Highly recommended!
Each module says what ships in the plugin, what is included in Cmsmart B2B and what we build. Together they make a B2B portal on WooCommerce. See the B2B overview.
Straight answers about Bulk Quotation, checked against the plugin.
Can a buyer request a quote for several products at once?
Yes. With the checkout quote button switched on, the buyer sends the whole cart as one quote instead of paying, and it is saved as a quote order you can answer.
How does a quote become an order?
You set the price and accept the quote in wp-admin, or the buyer accepts a B2B quote from the Buyer Account. The order is created at the locked prices, the buyer pays through WooCommerce, and the design and print options stay attached.
Can prices depend on the customer or a contract?
Yes, with the Cmsmart B2B plan: price lists per company or tier, contract prices and quantity tiers apply in the catalogue, cart, checkout and re-order, and you can import and export them as CSV.
Where do buyers see their quotes?
In a Quotes area in My Account. In a company account, buyers and approvers see the company's quotes with their status and files, can add artwork, request changes and accept.
How do I pay securely?
Contracts and payments go to the company, Netbase JSC: plans are paid through PayPal; services are invoiced by Netbase JSC under a written proposal and paid by bank transfer to Netbase JSC's company account or by PayPal Business. Cmsmart (Cmsmart Ecommerce) is the ecommerce brand of Netbase JSC, a company based in Hanoi, Vietnam.
How do I contact Cmsmart or get a quote?
Message the Cmsmart team on WhatsApp at +84 937 869 689 or email project@cmsmart.net; the contact page at cmsmart.net/contact lists every channel, and Request a quote (cmsmart.net/project-proposal) sends a project brief. Customers with a licence open a ticket from the dashboard.
Account Manager
Project Manager
Business Analyst
Developers & QA
Pamela Redman
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วชิระ เชื้อผู้ดี
Khanh Nguyễn Đức
