Start with the price a buyer can see
If the product, delivery charge and lead time are known, a checkout can take the order there and then. If the price depends on a specification or quantity, let the buyer gather items and request one quote.
Keep the product details with the enquiry
A useful quote includes product names, variants and quantities. The salesperson can start with the actual request, and the buyer can keep a copy without transcribing a basket into an email.
See how it works in practice
John Winter Dental used a quote basket to open its catalogue of more than 250 products while the team continued adding descriptions and images. The sales team could price an order personally and customers could already ask to buy.
Read the John Winter Dental case study
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