Quotations Module
The Quotations module allows your B2B customers to request customized quotes directly from your webshop. Customers can compile a list of products and quantities and submit it for pricing approval. This streamlined process reduces the workload of the internal sales team who typically handle such requests via phone or email.
How it works
From the product page, customers can add items to a Quotation Basket*.* Once complete, a request is submitted as a formal quote, which triggers a workflow in the ERP. The ERP system acts as the central authority throughout the process.
The ERP picks up the request and applies customer-specific pricing agreements. A sales representative reviews and confirms the quote. After internal approval, your customer receives immediate confirmation via email and can monitor updates in the My Account dashboard.
Your customer can convert the quote into an order with a single click, without reselecting products or re-entering prices.
ERP-Driven Workflow
CloudSuite supports an ERP-driven quotation workflow for companies with complex commercial conditions.
When a customer accepts a quotation in the webshop, the ERP system can automatically convert it into an order. This ensures that all pricing rules, delivery conditions, discounts, and customer-specific agreements defined in ERP remain leading.
The ERP-driven approach is especially valuable for B2B businesses with advanced order logic or contract-based pricing.
Use case
A wholesaler applies customer-specific freight agreements and complex discount rules that are only available in ERP.
When the customer accepts the quotation in the webshop, ERP automatically converts it into an order using those predefined conditions — without requiring additional webshop logic.
Download original quotation PDF
Customers can download the original quotation PDF generated in ERP directly from My Account in the webshop.
This gives them access the official document, including detailed pricing structures or delivery conditions that may not be fully stored in CloudSuite.
Features
- Customers can save unlimited draft quotations, giving them full flexibility to prepare, revise, and submit requests.
- The quotation overview in My Account shows all quotes in a clear and structured list.
- Email templates for confirmations and status updates are customizable to match your brand.
- The ERP triggers automated email notifications when a quote status changes to In review, Answered, or Declined.
- The ERP can override basket cost rules, enabling free shipping, additional discounts, or customer-specific pricing agreements.
- User roles within customer organizations are configurable, with permission levels for no access, share, view, and edit.
