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

Feature
Benefit

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.

User guides:

API Reference:

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