Volume quotes from a website enquiry, by morning
A new buyer's bulk-buy enquiry becomes a quote in full cartons with freight on the right number of pallets, ready for your rep to check and send.
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- Building QuoteCloud since 2013
QuoteCloud turns a website enquiry into a volume quote: your website or assistant creates the draft from your template with lines from your catalogue, quantities in full cartons and a freight line from your Spreadsheet block. Your rep checks and sends it; the buyer fills in delivery details, signs and pays on signing.
Last reviewed by the QuoteCloud team
A drawing of one 1,200 by 1,000 millimetre pallet holding a fictional bakery's first order: 60 cartons in five layers, 25 cartons of SOS bags, 20 of takeaway boxes, 10 of hot cups and 5 of sip lids, with the delivery route to Northgate, Zone A. In front, the card: Tomasz Wren's 9:41 pm website enquiry for about 4,800 cups, 4,500 lids, 3,900 boxes and 12,200 bags; each turned into full cartons from the pack size (10 cartons of 500 cups, 5 of 1,000 lids, 20 of 200 boxes, 25 of 500 bags); 60 cartons on 1 pallet, delivery $90.00; total $3,338.50 at list price, paid on signing, as a draft for Priti to check.
From a 9:41 pm message to a quote Priti checks
Tomasz is opening a second bakery and asks on Tanbark's website for “a price on cups, lids, medium boxes and bags for the first month”. Overnight, the website's assistant prepares a draft from the volume quote template: four catalogue lines at list price, in full cartons, with one pallet of delivery to Northgate.
Form fields inside the quote collect what dispatch needs: the delivery address, receiving hours, his PO number and an accounts contact. Priti checks the draft at 7:52 am and sends it; Tomasz signs and pays the full amount on signing.
- Lines from your catalogue, pack size in the note
- Delivery details in form fields inside the quote
- New customers pay in full on signing
Form Builder, price tables and payments: Essentials and up
Sales orders signed and paid on signingYour 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
Accept, sign and pay
Tomasz Wren · Owner, Bellmount Bakery
Signed online · Tue 3 Nov 2026
Full payment on signing (100%)
$3,338.50
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Cartons first, then pallets, then freight
Buyers ask in units; you sell in cartons. The assistant, or your own sheet, rounds each request up to full cartons from the pack size in the catalogue, and a Zapier step writes the cartons into the quote's Freight tab.
The sheet works out 60 cartons on one pallet, and two of its cells set the freight line's description and unit price. Nothing is sent until Priti has looked.
- Pack sizes from your catalogue
- Pallets from your cartons-per-pallet figures
- A draft for a person, every time, for new customers
How Bellmount's quote was prepared
- Tomasz asks on tanbark.example.com at 9:41 pm“A price on cups, lids, medium boxes and bags for the first month”Buyer
- No trade account yetNew customer: list price, full payment on signingMCP
- Draft from “Volume quote: new customer”4 catalogue lines in full cartons, delivery form fieldsMCP
- Cartons written into the Freight tab60 cartons → 1 pallet → the freight lineZapier
- Waits for Priti as a draftNothing is sent until a person sends itPerson
- Checked and sent by Priti at 7:52 amShe rounded nothing, changed nothing, added a notePerson
- Signed and paid $3,338.50 via StripeFull payment on signingBuyer
Illustrative: the default route. The assistant prepares; a person checks and sends.
Freight tab
=D6*D7+D8| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | SKU | Cartons | Per pallet | Pallets |
| 2 | TT-CUP12 | 10 | 60 | 0.17 |
| 3 | TT-LID90 | 5 | 80 | 0.06 |
| 4 | TT-BOXM | 20 | 50 | 0.40 |
| 5 | TT-BAG12 | 25 | 70 | 0.36 |
| 6 | Pallets, rounded up | 1 | ||
| 7 | Zone | A · Northgate | Per pallet | $55.00 |
| 8 | Drop fee | $35.00 | ||
| 9 | Freight line | Delivery: 1 pallet to Northgate (Zone A) | $90.00 | |
| 10 | Order total | From the price table total:$3,338.50 | ||
| 11 | Per carton, delivered | $55.64 | ||
- Written by Zapier or typed
- Your rate
- Connected to the price table (description, unit price or total)
What makes a volume quote right first time
The details a new trade buyer checks before they commit, each one in the quote.
Pack sizes
Each line says how many per carton, so 10 cartons of cups reads as 5,000 cups.
Full cartons
Quantities in whole cartons, rounded up by your website, assistant or sheet before the quote is drafted.
Delivery on the page
A freight line from your own pallet and zone rates, not an extra email later.
Paid on signing
Full payment or a deposit through Stripe or PayPal, so a first order carries no credit risk.
Let the buyer adjust the cartons before signing
Turn on quantity editing for the product lines and Tomasz can trim the bags or add a carton of cups himself; the line amounts, total and payment update as he goes. Prices stay as quoted: buyers change quantities, never your prices.
The delivery line stays as Priti quoted it. If the cartons change a lot, she can revise the quote and the Freight tab works the pallets out again.
- Any quantity, or preset steps you choose
- Prices the buyer can't change
- Total and payment on signing update as they go
Quantity editing and payments: Essentials and up
Your quote: change the cartons
- Subtotal
- $3,035.00
- Tax (10%)
- $303.50
- Total
- $3,338.50
- Full payment on signing
- $3,338.50
Quote your next bulk-buy enquiry in QuoteCloud
Free for 14 days, no credit card required. Send us your price file and a recent enquiry, and we'll convert one quote template during the trial.
Bellmount Bakery, Northgate
Paid before a carton leaves the warehouse
A first order from a new customer, signed and paid in full through Stripe the morning after the enquiry.
Answer a volume enquiry in five steps
From a website message to a signed, paid first order.
Catch the enquiry
Your website form or assistant passes the request on through Zapier, Make, the API or MCP.
Draft from your template
The volume quote template with catalogue lines at list price and delivery form fields.
Round to full cartons
Pack sizes from the catalogue; the Freight tab adds the delivery line.
A person checks and sends
Your inside sales team reviews the draft. New customers always get a person.
Signed and paid
The buyer fills in delivery details, signs and pays on signing.
Questions about volume quotes
Can a website enquiry create a quote automatically?
Yes, as a draft. Through Zapier, Make or the API, a website form can create a document from your template and add price lines; with QuoteCloud's MCP service, on Essentials and up, an assistant can be set up to do the same. Someone on your team checks the draft and sends it.
Does QuoteCloud convert units into cartons?
Not by itself. Each catalogue product carries its pack size, and the rounding to full cartons is done by whatever prepares the quote: your website, your assistant, or a formula in a Spreadsheet block. The quote shows the cartons and the pack size on every line.
Can new customers pay before we deliver?
Yes. Payment on signing, the full amount or a deposit as a percentage or fixed amount, goes through Stripe or PayPal on Essentials and up. The buyer signs and pays in one step, and the payment shows in the document's activity.
How do we collect delivery and PO details?
Add form fields inside the quote with the Form Builder, on Essentials and up: delivery address, receiving hours, PO number and an accounts contact. The answers come back with the signed document, and the Form Submitted on Document trigger in Zapier can pass them on.
Can the buyer change quantities?
Yes. Turn on quantity editing for a line, with any value or preset steps. The buyer changes the cartons and the totals update; your prices stay fixed. The delivery line stays as quoted, so you can revise the quote if the order changes a lot.
More of QuoteCloud for wholesale and B2B
Each page shows one part of the job in a Tanbark document.
-
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
-
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.Explore
-
Trade account applicationsNew trade customers apply inside a document: business details, delivery and accounts contacts in form fields, your terms, their signature.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.
- 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.
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