7.5
Quotilio logo

Quotilio

Develop by freshdesk.com
7 Days Free Trial

"Streamline quotes and invoices with Quotilio's seamless B2B management features."

About Quotilio

Launched Jun 12, 2020

Categories

Description

Quotilio allows you to create a quote from the app or from your storefront and send it to your customer for checkout.

Main Features of the App

How the app works.

Quotilio, the quote manager app allows you to create a new quote from the app dashboard and send the invoice email to your customer for checkout. Also, you can add the Request Quote Button on the cart page of your Storefront. This will allow you to send a quote request by your customer from your storefront. When customers send a quote, a draft quote is created instantly and available on the app dashboard. Your sales rep can modify the requested quote and send the final checkout link to your customer. Also, you can increase your B2B sales with the Request Quote Button.

Request Quote Button in your store.

You can add a Request Quote Button in your store with a simple one-click option. You can add the quote button on all products or specific products or a specific category.

No coding knowledge or theme file editing is required to do that. No look and feel is required for the button because it will use your default theme file design settings (Also can be changed with custom settings).

Create Multicurrency Quote.

If you have enabled a multi-currency or a price list on your store, then you can create quotes with multiple currencies.

Customizable Quote form and Quote email template.

You can change the look and feel of your quote pop-up form or quote email template with ease. Quotilio already has a built-in customizable option for Quote Form and Quote Email.

Customizable Quote form fields and apply Coupon Code.

You can customize the Request Quote form fields as you need. Apply coupon codes during quote creation through this app. This way you can provide your customer with free shipping or any other coupon code.

Convert abandoned carts to quote.

You can convert all the abandoned carts to quotes and edit/send the discounted quote to the customer. In this way, you can increase your sales and revenue.

Apply custom shipping cost and method.

You can generate shipping costs as per your store settings or manually add the shipping price and apply it to your quote.

Quote history management by your customer.

Your customer can manage their quote history in the quote form. They can send you an email, reject a quote, or cancel a quote.

Price rules are supported.

The product's price rules are supported. And also with the multi-currency price conversation.

Conditional request buttons for different variants.

Conditional request quote buttons for different variants are supported.

Conditional request quote form fields.

You can enable the RQ form fields with conditions. Some fields can be hidden and some can be shown as per your defined condition.

Automatic quote condition rule.

You can set multiple automatic quote condition rules for your incoming quote request from your store-front. On every quote request, discount, shipping method, etc. will be added automatically as per your rule.

Use Quotilio API

You can use the Quotilio API to perform all the internal operations. Like quote updates, list quotes, delete quotes, etc.

Top Helpful Reviews

mcu....uk

Sep 29, 2023  on Bigcommerce

Great App + Support - Quotilio support have been very responsive and helpful with questions and assistance. This makes the difference between good app and a great app! The quotes fulfil our requirements for a simple to use, fast and responsive quotation tool. Specific features I like: Can see the status of the quote email (delivered, opened, pdf downloaded, ordered). You can modify the fields on the request form easily. Allows for basic automation of approving quotes + can add carriage with the automation feature too. They show the progress of upcoming features in development - great communication tool.All round good quotes solution and I hope that they continue to develop and improve this app.

eco...com

Aug 07, 2023  on Bigcommerce

Looks promising but has a BIG limitation - We wanted to love this, and did a bunch of work getting it setup in our store only to find out that you cannot quote products that are out of stock! Apparently the developers think this is normal, or never talked to a business that quoted things that were out of stock. Having to disable inventory tracking on items to be able to generate a quote is NOT an option. This may work for some people, but definitely keep this in mind before you spend a lot of time on this app.

inf....uk

May 17, 2023  on Bigcommerce

Fantastic Support! - Amazing support from the team to help us get setup on our multi-storefront BigCommerce account, with very quick responses and solutions! The app now works like a charm, highly recommend.

geo...com

Apr 26, 2022  on Bigcommerce

Great support - An evolving plugin that keeps getting better. Responsive and helpful developers who are keen to work with you.

kev...com

Apr 03, 2022  on Bigcommerce

Quotilio plug in - Quotilio is a Fantastic plug in for our Big Commerce site! Due to the difficult nature of shipping our products (ladders & scaffold), it’s better for customers to submit quotes for us. Also, Quotilio’s customer support is outstanding. Keep up the good work!My only suggestion is an option to manually convert quotes to sales that are completed so that we can keep track of conversion stats.

ves...com

Sep 30, 2021  on Bigcommerce

Best for Quote - I have just installed Quotilio in my shop. In the beginning, I was afraid the solution was not suitable for us. But after some support from the Quotilio side, the result is excellent. I am so happy. Support was fast and the Quotilio now works as we need. I can highly recommend it.

mar...com

Sep 28, 2021  on Bigcommerce

Works well and great service - This app does what I want very well. I got some help from support with sorting out a few glitches but they were fixed extremely fast. I highly recommend it.

nic...com

Apr 14, 2021  on Bigcommerce

Works very nicely - This does everything we need to prepare and send quotes to customers. Initially it didn't have all the features we wanted - some of them are enterprise exclusive, but we worked with the developer (who is very responsive) and they added all the requested features in about a week or so. Really happy with the product and the support. Nice and simple app and makes it much easier to send quotes to customers. Before this we would create a draft order and a lusername/password for the customer which made the process a bit cumbersome for the customer. With Quotilio the customer gets an email with a PDF quote a buy link and the link goes straight to the payment page.

sup...com

Mar 19, 2021  on Bigcommerce

Great app - The apps works great for my application. I was told by my theme creator that a quote app wouldn't work with the theme. The makers of Quotilio said they could make it happen and they did. The customer support is phenomenal. The only reason I gave it four stars is because it didn't work out of the gate, similar to what another review said. I'm sure over time they will work out the kinks. Once again, it's a great app. Serves its purpose well.

bst...com

Oct 26, 2020  on Bigcommerce

Decent application when it is working - *Updated* For all the issues that I initially had with this application, I have to commend Quotillio customer service for their perseverance in sorting out each issue. Obviously, it would be ideal to have things work smoothly from the very beginning, but for the most part their technicians have been able to sort out all the issues quickly.4/5 stars, simply because you need to be prepared to trouble shoot any issues that might come up.

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