Request for Quote (RFQ)

The Request for Quote (RFQ) feature lets B2B buyers build a cart and submit it for custom pricing, instead of checking out directly. You review the request, negotiate if needed, and send back a quote the buyer can accept and pay in one click.

When to use RFQ

RFQ is useful when:

• Order sizes vary enough that fixed price lists are not appropriate.
• You negotiate pricing per order (e.g. volume discounts for large quantities).
• Your products require specification confirmation before quoting (e.g. custom manufacturing).
• Payment terms vary by buyer (e.g. Net 30 for established accounts).

Enabling RFQ

1. Go to Settings → Wholesale → RFQ.
2. Toggle Enable RFQ on.
3. Choose the RFQ trigger:
   • Replace checkout — the cart button says "Request a quote" for all wholesale buyers. No direct checkout.
   • Alongside checkout — buyers can either checkout directly (at their price list) or request a quote for a custom price.
4. Click Save.

The buyer's RFQ flow

1. The buyer adds products to their cart as normal.
2. Instead of (or alongside) "Checkout", they see Request a quote.
3. They can add a note to the request (e.g. "We need 500 units by end of month — can you do better than the listed price?").
4. They submit the request. A confirmation email is sent to them, and you receive a notification.

Reviewing RFQs

All incoming quote requests appear in Dashboard → Wholesale → Quotes. Each request shows:

• Buyer name and company.
• Products and quantities requested.
• The buyer's current price list prices.
• The buyer's note (if any).
• Request date.

Creating a quote

1. Open the RFQ and click Create quote.
2. Adjust prices for individual line items if needed. The original price list price is shown as a reference — you can go above or below it.
3. Set an expiry date for the quote (recommended: 7–14 days).
4. Add a message to the buyer (optional) — shown in the quote email.
5. Set payment terms: immediate payment, Net 30, Net 60, or deposit required.
6. Click Send quote.

Buyer accepts the quote

The buyer receives a quote email with a link. They can review the quoted prices and:

• Accept and pay — converts the quote to an order and proceeds to checkout.
• Request changes — sends you a counter-request with their notes.
• Decline — closes the RFQ.

Quote statuses