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What Is Quote Management in BigCommerce B2B Edition?

BigCommerce B2B Edition includes built-in quote management functionality that allows:

  • Buyers to request pricing approval
  • Managers to review purchase requests
  • Sales teams to process quotes
  • Companies to manage procurement workflows

This creates a more structured B2B purchasing process.

The Role of the Junior Buyer

Junior Buyers help organize purchases before submitting them for approval. They can:

  • Build shopping lists
  • Select products
  • Create quotes
  • Add purchase details
  • Submit requests for approval

However, they cannot finalize purchases independently.

Step-by-Step: Creating a Quote from a Shopping List

Create a Quote from a Shopping List in BigCommerce B2B

Step 1: Log in to the Buyer Portal

The Junior Buyer begins by logging into the company account.

Step 2: Open an Existing Shopping List

Inside the portal, select a shopping list.

  • Example: January Shopping List

This displays the products included in the request.

Step 3: Select Products for the Quote

The buyer selects the desired SKUs and clicks: Add Selected to Quote

The products are then converted into a quote draft.

Step 4: Review the Quote

Inside the quote page, the Junior Buyer can:

  • Add internal notes
  • Enter quote information
  • Configure billing details
  • Add shipping information
  • Include contact information

This helps reduce the workload for managers and approvers.

Step 5: Submit the Quote for Approval

Once everything is complete, the buyer clicks: Submit

The quote is then routed to the next level of approval. At this stage, the quote includes:

  • Quote number
  • Issue date
  • Expiration date
  • Product information
  • Customer notes

Benefits of Quote Workflows in B2B Ecommerce

Improved Procurement Efficiency

Buyers can organize requests before the management review.

Better Internal Communication

Notes and quote details improve collaboration.

Faster Approval Processes

Managers receive organized, complete requests.

Centralized Quote Management

All quotes are managed within a single system.

Final Thoughts

BigCommerce B2B Edition provides a powerful quote workflow for companies managing complex purchasing processes. By allowing Junior Buyers to create quotes from shopping lists, businesses can:

  • Streamline approvals
  • Improve procurement organization
  • Reduce administrative workload
  • Support larger purchasing teams

Quote workflows help bridge the gap between ecommerce and traditional B2B sales processes.

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