Repeat orders on agreed prices, signed in a minute
Last month's order, duplicated with the account's agreed discounts, quantities the buyer adjusts, and a signature that sends it to dispatch.
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- Building QuoteCloud since 2013
For repeat trade buyers, last month's order becomes this month's starting point: Zapier's Duplicate or Revise Document action copies it, or an assistant connected through MCP can be set up to prepare it from the account's history. Quantity editing lets the buyer change cartons; the agreed discounts stay; the signed order can pass to your order system.
Last reviewed by the QuoteCloud team
A drawing of two order sheets, October's as a dashed outline and November's copy lying over it with the changed line marked, beside a pallet with two layers of cartons as last month and ten extra cartons of cups on top. Callouts: 1 October's order TT-SO-4398, 2 November's copy, 3 plus 10 cartons of cups, 4 the same Partner discounts. Beside it, two cards from a fictional wholesaler: October's signed order (87 cartons, 2 pallets) behind November's: cups 30 to 40 cartons less 15%, lids 20 less 12%, boxes 25 less 13%, bags 12 less 15%, signed by Sofia Marchetti on 30-day terms, $5,273.95.
This month's order, last month's prices
Pinecrest Café Group orders packaging for six cafés every month. November's order starts as a copy of October's, with the same Partner discounts on every line, so Sofia only changes what's different: ten more cartons of cups for the Riverside kitchen.
Quantity editing is on for the product lines. Try it: the line amounts and the total move, the discounts don't. Pinecrest is on 30-day account terms, so there's nothing to pay on signing.
- Copied from last month's signed order
- Agreed discounts stay in the Discount column
- The buyer changes cartons, never prices
Quantity editing and Zapier: Essentials and up
Account-specific price listsNovember order: change the cartons
- Subtotal
- $4,794.50
- Tax (10%)
- $479.45
- Total
- $5,273.95
- Payment
- On account, 30 days
Confirm and sign the order
Sofia Marchetti · Purchasing manager, Pinecrest Café Group
Signed online · Tue 3 Nov 2026
Order summary
- Payment
- On account, 30 days
- Delivery
- Thu 5 Nov, Riverside
- Pallets
- 2
- Total inc tax
- $5,273.95
Certificate of authenticity and audit trail attached
Five months, five signed orders
Pinecrest's own order history: each month a separate sales order Sofia signed, each one starting from the month before.
Pinecrest Café Group's ordersPartner pricing · On account, 30 days · 5 signed sales orders
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Jul
TT-SO-4102Signed Tue 7 Jul
84 ctn · 2 pallets$4,483.12
Summer menu: 22 ctn boxes
-
Aug
TT-SO-4189Signed Tue 4 Aug
87 ctn · 2 pallets$4,692.38
+2 ctn cups, −2 ctn bags
-
Sep
TT-SO-4277Signed Tue 1 Sep
85 ctn · 2 pallets$4,556.84
−2 ctn lids
-
Oct
TT-SO-4398Signed Tue 6 Oct
87 ctn · 2 pallets$4,638.15
Same as September, +2 ctn lids
-
Nov
TT-SO-4471Signed Tue 3 Nov
97 ctn · 2 pallets$5,273.95
+10 ctn cups
The buyer's history, with fictional figures. Nothing in QuoteCloud reorders or repeats by itself: each order is a new document, copied from the last one through Zapier's Duplicate or Revise Document action, or prepared by an order assistant, then signed by the buyer.
A change of plan in a comment, not a phone call
“Can the boxes come a day early?” Sofia asks inside the order, and Priti replies in the same thread: the boxes go on Wednesday's run with the bags. The question, the answer and the signed order stay together.
Delivery notes sit in the order as well, so the dispatch team sees the run, the dock and the loading order without another email.
- Comments and replies in the document
- Delivery notes on the order
- Alerts in Slack or Microsoft Teams for comments and actions
Delivery notes
- Thursday Riverside run, 6–9 am at the rear dock
- Cartons stay sealed; mixed pallet, cups on top
Sofia MarchettiCan the boxes come a day early? The Riverside kitchen is short.
Priti DesaiYes: the boxes go on Wednesday's run with the bags; the cups and lids on Thursday as usual.
Why reorders stop being admin
What changes for the sales desk once repeat orders run through QuoteCloud.
Start from the last order
Zapier's Duplicate or Revise Document action copies last month's order, ready for this month's quantities.
Or ask the assistant
“Same as last month plus ten cups” can be turned into a draft by an assistant set up through MCP.
Prices that don't drift
The account's agreed discounts travel with the copy, line by line.
The buyer edits quantities
Quantity editing with any value or preset steps; your prices stay fixed.
Your route, your choice
A draft for a rep by default. A narrow rule for repeat accounts under a set value is an option you can set up.
Signed, then handed on
A Zapier step on Recipient Signed Document passes the order to your order system.
Move your regulars onto signed reorders
Free for 14 days, no credit card required. Send us one account's last order and we'll convert your order template during the trial.
Pinecrest, Tuesday morning
Opened at 8:14, signed at 8:17
What Tanbark's team sees for November's order: prepared, sent by the rule Tanbark set up for repeat orders, opened, signed and handed to dispatch.
Activity
- Created by Tanbark's order assistantFrom the Sales order template · 4 lines at Partner pricing · draft
- Sent for eSignature by Tanbark's ruleAn option Tanbark set up: repeat account, agreed pricing, under $8,000
- Opened by Sofia MarchettiTue 3 Nov, 8:14 am · 2 min reading
- Signed by Sofia MarchettiTue 3 Nov, 8:17 am · certificate of authenticity attached
- Order sent to dispatchA Zapier step on Recipient Signed Document · Tanbark's order system
Set up repeat orders in five steps
From one signed order to a monthly routine your buyers can do in a minute.
Build the order template
Catalogue lines, the Discount column, delivery notes and a signature.
Turn on quantity editing
On the product lines, with any value or preset carton steps.
Copy last month's order
Duplicate or Revise Document through Zapier, or an assistant prepares it.
Choose the route
A rep checks and sends, or a narrow rule you set up sends repeat orders under a value cap.
Hand it on
On Recipient Signed Document, a Zapier step passes the order to your order system.
Questions about repeat orders
Can QuoteCloud send a standing order every month?
No. QuoteCloud doesn't run standing, automatic or recurring orders. Each month's order is a new document: copied from the last one with Zapier's Duplicate or Revise Document action, or prepared by an assistant through MCP, then sent and signed. That keeps every order a deliberate, signed document.
Do the agreed discounts carry over to the copy?
Yes. A copy keeps its lines, including each line's value in the Discount column, so the buyer sees list price, their discount and the net. If an account's terms change, update the discount on the lines before you send.
Can the buyer change quantities but not prices?
Yes. Turn on quantity editing for the lines you choose, with any value or preset steps. The buyer changes how many cartons they want and the totals update; prices from your catalogue stay as you set them.
Can repeat orders go straight to the buyer?
Only if you set that up. Your automation can use the Send Document action, so you might let a repeat account on agreed pricing under a set value go straight to eSignature. Without that rule, every order is a draft for a person to check.
How does a signed order reach our warehouse?
Through your own systems. A Zapier step on the Recipient Signed Document trigger, or Make or the API, can pass the signed order to your order or ERP system. QuoteCloud doesn't hold stock, pick or ship.
More of QuoteCloud for wholesale and B2B
Each page shows one part of the job in a Tanbark document.
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Quotes and sales orders from an AI assistant (MCP)Your website or AI assistant, connected through QuoteCloud's MCP service, prepares the order at the account's pricing: a draft to review, or sent where you allow it.Explore
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Sales orders signed and paid on signingAn order form the buyer completes: quantities they set, Order Now, a signature and a card payment or deposit through Stripe or PayPal.Explore
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Account-specific price listsOne catalogue, each trade account's agreed discount on the line, costs and margins hidden from the buyer.Explore
- Volume quotes from a website enquiryA bulk-buy enquiry from your website becomes a priced quote with pack sizes, carton quantities and freight, ready for your rep to check.
- Quantity breaks, bundles & discount approvalsProduct discounts and bundles on Business, break pricing the buyer can see, and big discounts sent for approval first.
- Pallet, freight & landed-cost calculatorsA Spreadsheet block turns cartons into pallets and a freight line, and brings the order total back for a landed cost.
- Trade account applicationsNew trade customers apply inside a document: business details, delivery and accounts contacts in form fields, your terms, their signature.
- Distributor & reseller agreementsTerritory, price list, minimums and terms in one agreement both directors sign, with an expiry date you can see coming.
- Product catalogue, CRM, accounting & order systemsYour price file imported by CSV, then QuoteCloud connected to your CRM, accounting and order systems the way each one really connects.
- Wholesale & sales templatesReal QuoteCloud product sales, price quote, sales quote, distributor and customer registration templates.
- QuoteCloud implementation for wholesalersCatalogue and account pricing loaded, order templates built, your website or assistant connected, and the sales desk trained.
- FAQAnswers to the questions wholesalers, distributors and B2B online stores ask most.
Make the next reorder a one-minute job
Start free for 14 days with your own catalogue and order template. No credit card required.