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Quote Workflows

Get the details you need from your clients to produce an accurate quote and trigger a subsequent purchase order approval request.

price calculations

Not all customers are the same, and neither are their requirements. By offering a ‘Request a quote’ option, you can show your customers that you’re ready and able to meet their needs. They can even add queries and attach documents to make their request that much more clear. Once your customer is happy with their quote, they can go straight to checkout to complete their purchase.

If your products are bespoke, you can find out exactly what your customer is looking for and be ready to give them the best possible solution at the most current and accurate price.

If you provide high volume products, the price may vary depending on the volume and order frequency. Shipping may affect your quote too, depending on when and where delivery is needed and the size of the order. You can include all these details to give an accurate answer through a fast and efficient workflow process.

quote workflow
After you send the quote back to your client, they can view it, print it, download it, or even convert it to an order.

Create Draft Orders

You can prep a draft order for your customers while on the phone with them or in person, or they can start the process themselves and have you fill in the details after. You can even add in special promotions and comments. And you can email a link to your customers with the quote details and confidently discuss and check any details with them while both parties view the same information.

Empower Your Sales Team

By setting up all the relevant options in your quote workflow, your sales team can provide accurate quotes to your customers with confidence. If some details need to be checked with product specialists or managers, this can be included in the process too. And customers can login to see how their quotation is progressing and will be able to ask questions along the way.

Streamline with Integration

Integrating your quote process with your ERP system will allow you to check inventory levels, current material prices and more so you can confirm that you'll be able to deliver what you promise before sending quotes back to your clients. You can also minimize the risk of errors caused through manual data entry and everyone can share the same information at the same time.


For companies with complex product configurations, Cloudfy’s enhanced CPQ feature, integrated with your CRM or ERP, can help you and your customers save time and effort by automating quotes and generating accurate pricing quickly…  Learn More


Done-for-you ERP Integration

Cloudfy comes pre-built with integrations to many major ERP systems, so launching your connected ecommerce webstore is just a routine configuration task (done by Cloudfy), not a big scoping and development project you’d otherwise have to hire a 3rd party for. This turn-key dynamic keeps your costs low and expedites your time-to-launch. All Integrations >



Comparable to a Swiss Army Knife, your Cloudfy-powered webstore provides you the premier slate of b2b ecommerce features you can switch on as your business grows – all bundled together in an easy, fast, scalable one-stop-shop solution. Though advanced features like EDI ordering, invoice portals and mobile apps may go beyond your initial requirements, as a fast growing company it’s best to prepare so you can avoid a costly replatforming project in the not-too-distant future. What’s more, Cloudfy’s ability to integrate with virtually any ERP, CRM, e-procurement platform, 3PL or 3rd party software is second-to-none, allowing you to easily pivot when you inevitably upgrade your back-office software.

blue swiss army knife



Heineken needed to quickly deploy a B2B ecommerce solution to allow their wholesale customers to order online 24/7. From their P.V. Union Brewery in Slovenia, the new client ordering portal would serve nearby bars, restaurants, and distributors with their daily, weekly and monthly orders… Full Case Study

"Great work by the Cloudfy team launching our B2B portal in record time."

Tilen K., Ecommerce Manager, Heineken