2025-04-04: CE - B2C Quotes
Overview
You can now extend your quoting capabilities to B2C customers using the same robust tools already in place for B2B. This enhancement streamlines operations by enabling your team to manage all quotes—regardless of customer type—within a single platform.
What's new
Create quotes
Your Customer Service team can now create quotes directly on behalf of B2C customers—enabling faster responses, better service, and more sales opportunities.
Submit quote requests
B2C customers can easily request quotes while browsing your storefront, enhancing their buying experience and increasing conversion potential.
Customer accepts, declines or change quotes
B2C customers can accept, decline, or request changes to quotes—directly from the storefront—putting them in control of their purchasing decisions.
Merchant employees accept/decline quotes
Your service team can quickly review, accept, or decline incoming quote requests, ensuring smooth processing and faster turnaround time.
Quote history
We provide a filterable quote history in your storefront, allowing B2C customers to browse, track, and manage their quotes with ease.
Email notifications
Event-driven email alerts keep both your B2C customers and employees informed at every step of the quote process—driving engagement and reducing missed opportunities.
PDF generation
Every time a quote is created, a detailed PDF is automatically generated and sent to the customer—delivering clarity, trust, and a seamless customer experience.
Fixes and improvements
None as this is a new feature.
Known problems
No known problems at time of release.
Documentation and Links
User guides:
API Reference:
Last updated
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