The FreshClick Quote builder allows customers on your BigCommerce store to submit single or multi-product quote requests directly from a product page or create a new quote from your Quote Manager. Your Sales representatives can then access the quote manager to create a bespoke/discounted quote for the customer. You can then email the quote to the customer with a checkout link to load the quote and complete the purchase.
Our Quote builder can be installed onto your BigCommerce store with one click of a button! We've tried to make the process as simple as possible, but it's not a problem if you need our help. We can provide clear and straightforward installation guidance. If you require any assistance in the future, we have an excellent online support service, including dedicated staff for this app.
For one low monthly fee, our packages include unlimited users and online support. Your package is based on your store product numbers. There are no hidden costs.
An 'Add to quote' button is automatically added to your product detail pages when you install our app. Potential customers can click this button to add the current product to their quote. Customers can add as many items as they wish and select the quantity they need. Once the product has been added to the quote, our widget will pop up to submit the quote information.
We now have four integrations to expand our app. These integrations include Zoho, Hubspot, ActiveCampaign and Quickbooks, allowing real-time imports of your customer and quote data.
Using our quote manager, you can easily access, review and monitor quote requests—the transparent color-coded system to help you identify each quote's stage. You can also view every quote's exact status, for example, New, Draft, Sent. Management or dedicated admin access can view all quotes, while sales representatives can view their quotes. Each quote can easily be edited and amended here. Once they have been finalized, staff can preview them before sending the quote to the customer. If necessary, you can also achieve quotes.
Allow your customers to view their previous quotes and load any that haven't been converted to an order loading their discounted quotes.
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