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B2B Quote Workflows

Quote-first commerce

Capture a complete product configuration before the sales team reviews price, delivery, or feasibility.


Structured request

Receive selected options, quantities, customer details, and uploaded files in the Quote workspace.


PDF offer and follow-up

Prepare a customer-facing quote, send workflow emails, and keep the request history connected.


Convert to order

Turn an approved quote into a WooCommerce order without rebuilding the configuration manually.