Templates for wholesale quotes, orders and agreements
Start from real QuoteCloud templates for product sales, price quotes and distributor agreements, then add your catalogue, Freight tab and terms.
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QuoteCloud's template library includes Product Sales, Price Quote, Generic and Basic Sales Quote, Precision Corporate Sales Quote, Distributor Agreement, Sales Agency Agreement and New Customer Registration Form templates. Start from one, add your catalogue lines, Spreadsheet block and terms, and save it as your sales order or volume quote template.
Last reviewed by the QuoteCloud team
Four documents of a fictional wholesaler, Tanbark Trade Supply, filed behind index tabs and taking turns at the front: the Sales order tab shows Pinecrest Café Group's order TT-SO-4471, four catalogue lines at Partner pricing and a freight line for 2 pallets, $5,273.95 inc tax; the Volume quote tab shows the cover of Bellmount Bakery's first-month quote; the Distributor tab shows the two-year term and clauses of Coastline Packaging Supplies' agreement; the Trade account tab shows the form fields of Bellmount Bakery's trade account application.
Real QuoteCloud templates to start from
Eight templates from QuoteCloud's library that suit a wholesaler or distributor. Open any of them, then make it yours.
- Proposal template Product Sales A general product sales proposal for any product-based business: products, pricing and acceptance. View template
- Quote template Price Quote A price quote for goods and items, for vendors, suppliers and product businesses. View template
- Agreement template Distributor Agreement Terms, responsibilities and territory for a distributor, for manufacturers, wholesalers and suppliers. View template
- Form template New Customer Registration Form Collect a new customer's details in one document as part of onboarding. View template
- Quote template Generic Sales Quote An introduction, a pricing section and an eSignature: a starting point for sales orders. View template
- Quote template Basic Sales Quote A simple price table and a signature for approval. View template
- Quote template Precision Corporate Sales Quote A structured corporate sales quote for larger accounts: products, pricing and terms. View template
- Agreement template Sales Agency Agreement Commission, territory and expectations for an independent sales agent. View template
From a library template to a Tanbark document
How a fictional wholesaler turned five library templates into the documents its website, sales desk and credit team send every day.
Your order
- 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
The sales order repeat accounts sign
Tanbark started from the Generic Sales Quote: an introduction, a pricing section and a signature. It added the Discount column for account pricing, a freight line fed by the Freight tab and 'Confirm and sign the order' above the signature.
- Discount column for each account's terms
- Freight line from the Spreadsheet block
- Payment on account or on signing
Spreadsheet block: Essentials and up
Sales orders signed and paidYour quote
- Subtotal
- $3,035.00
- Tax (10%)
- $303.50
- Total
- $3,338.50
- Full payment on signing
- $3,338.50
Delivery and accounts details
Form fields inside the quote · Form Builder, Essentials and up
- Delivery address
- Unit 4, 22 Mill Lane, Northgate
- Receiving hours
- Mon–Fri, 5–10 am
- Your PO number
- BB-0117
- Accounts contact
- accounts@bellmount.example.com
- Forklift on site?
- No: tail-lift delivery
The volume quote the website prepares
The Price Quote template, for goods and items, became the volume quote: list prices for new customers, full cartons and pallets, and form fields for the delivery and accounts details a first order needs.
- Form fields for delivery details
- Full payment on signing for new customers
- A draft a person checks before it's sent
Form Builder and payments: Essentials and up
Volume quotes from a website enquiryDocument workflow
In ReviewTriggered when Discount percentage greater than 20
- Rhea CastellanDirectorWaiting
Must be approved before Owen can send it
- Prepared by the order assistant · 22% project pricing
- Workflow started: discount over 20%
- Waiting for Rhea Castellan
Approval workflow · Business plan
Opening order
- Subtotal
- $14,368.40
- Tax (10%)
- $1,436.84
- Total
- $15,805.24
- Deposit on signing (30%)
- $4,741.57
The project quote for large accounts
The Precision Corporate Sales Quote gave Tanbark a structured layout for hotel and group openings: project pricing, a delivery schedule and a 30% deposit. Over 20% discount, it waits for Rhea's approval.
- Approval on discount %
- Two signers
- Deposit on signing
Approval workflow and Gantt: Business plan
Quantity breaks, bundles & approvalsAgreement term
- TerritoryThe Harbourside region, non-exclusive for foodservice, exclusive for retail packaging.
- PricesDistributor prices are list less 30%. A new price list is sent to you 30 days before it applies.
- Minimum orderFour pallets a quarter across the range, mixed pallets allowed.
- Payment30 days from invoice on approved credit.
- Ending the agreementEither party may end it on 90 days' written notice. It ends on the expiry date unless both sign a new agreement.
Accept and sign
Marcus Hale · Director, Coastline Packaging Supplies
Signed online · Wed 14 Oct 2026
Agreement summary
- Term
- 2 years from 1 Nov 2026
- Territory
- Harbourside region
- Distributor price
- List less 30%
- Expires
- 31 Oct 2028
Certificate of authenticity and audit trail attached
The agreement resellers sign
The Distributor Agreement template already sets out terms, responsibilities and territory. Tanbark added its own clauses, a price list at list less 30% and two signers.
- Territory, minimums and notice
- Expiry date, nothing renews by itself
- Both directors sign
Your business
Form fields inside the application · Form Builder, Essentials and up
- Trading name
- Bellmount Bakery
- Business registration number
- BR 4821 0057
- Delivery address
- Unit 4, 22 Mill Lane, Northgate
- Accounts contact
- accounts@bellmount.example.com
- Terms requested
- 30 days after three paid orders
- Expected monthly spend
- $2,000–$5,000
Trading terms
- New accountsThe first three orders are paid on signing. After that, 30-day terms may be offered on approval.
- PricesTrade list prices apply unless an account price list is agreed in writing.
- DeliveryFreight by pallet and zone, shown on every quote and order.
- Your informationUsed to run your account and never sold. Ask us to correct it at any time.
The application new customers fill in
The New Customer Registration Form collects a new customer's details in one document. Tanbark added form fields for delivery and accounts, its trading terms and a signature.
- Form fields inside the document
- Trading terms signed
- Your credit team decides the terms
Form Builder: Essentials and up
Trade account applicationsWhat goes into a wholesale template once
Set these up in the template, and every document started from it has them, whoever or whatever starts it.
Catalogue lines and the Discount column
Price tables pick from your product catalogue, with a Discount column for each account's agreed terms.
The Freight tab
A Spreadsheet block with your pallet and freight maths, connected to the freight line. See how it works.
Form fields
Delivery address, delivery day, PO number and accounts contact, filled in by the buyer inside the document.
Terms from your library
Trading terms and clauses saved as company blocks in your content library; lock them on Business.
Order Now and payment
Relabel Accept as Order Now, and take full payment or a deposit on signing through Stripe or PayPal.
The same start for every channel
Your website, your assistant and your sales desk create documents from the same approved template.
Send us the order form you use today
Free for 14 days, no credit card required. One template conversion is free during the trial: send your current quote, order form or agreement and we'll rebuild it in QuoteCloud.
One template, every channel
The website and the sales desk start from the same page
Whether Priti builds the order, the website creates it or an assistant prepares the draft, it starts from the template you approved.
Questions about wholesale templates
Which QuoteCloud templates suit a wholesaler or distributor?
Product Sales and Price Quote suit product businesses quoting goods. Generic Sales Quote, Basic Sales Quote and Precision Corporate Sales Quote are starting points for sales orders and larger accounts. Distributor Agreement and Sales Agency Agreement cover resellers and agents, and New Customer Registration Form covers new trade accounts.
Can we turn our current order form into a QuoteCloud template?
Yes. Build it yourself in the editor, or send it to us: one template conversion is free during the trial. Add catalogue lines, quantity editing, form fields for delivery details and an Order Now button, then save it as your sales order template.
Can our website create documents from our templates?
Yes. Through the API, Zapier or Make, your website can create a document from a template you choose and fill in its data items and price lines. With QuoteCloud's MCP service, on Essentials and up, an assistant can be set up to do the same as a draft for a person to review.
How many templates does a wholesaler need?
Usually a handful: a sales order for repeat accounts, a volume quote for new buyers, a project quote for large openings, a distributor agreement and a trade account application. Keep the shared parts, such as terms and freight maths, in the content library and the Spreadsheet block so they stay the same in each.
Can staff change the terms in a template?
On the Business plan, put your terms in locked company blocks from the content library: staff can use them but not edit them. On other plans, save them to the content library so everyone adds the same wording, and keep template editing to the people you choose.
Explore QuoteCloud for wholesale and B2B
See each template at work in a Tanbark document.
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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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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.Explore
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QuoteCloud implementation for wholesalersCatalogue and account pricing loaded, order templates built, your website or assistant connected, and the sales desk trained.Explore
- 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.
- Repeat orders on account pricingLast month's order duplicated, quantities adjusted by the buyer, agreed prices kept, signed in a minute.
- Account-specific price listsOne catalogue, each trade account's agreed discount on the line, costs and margins hidden from the buyer.
- 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.
- FAQAnswers to the questions wholesalers, distributors and B2B online stores ask most.
Start from a template, finish with a signed order
Start free for 14 days with your own templates. No credit card required.