Convert your B2B orders, faster.
Go from quote to order in record time with the SparkLayer Quoting Engine. Unify how your sales team and your B2B customers interact - price breaks, tiered pricing and multi-currency quoting - all from the website you already run.
- Perfect for
- Negotiating orders
- Pre-ordering
- Sales-assisted carts
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Turn your RFQs into orders. Managing requests for quote by hand? Customers placing pre-season and back-orders? SparkLayer’s Quoting Engine gives you an end-to-end “quote to order” experience on your existing website - everything in a single solution.
With SparkLayer enabled, your B2B customers sign into your website and start adding items to their order. When they’re done they check out and select “Request quote” to begin the process.
- Support for product customisations
- Upload files to an order (e.g. PDFs)
- Add “out of stock” products to an order
- Add “price on application” (POA) products to an order
- Apply price breaks and volume discounts as quotes are built
The Quoting Engine comes with workflow automations that notify your sales team when a new quote needs reviewing. All they do is sign in to your website and the review process begins.
- Set up email notifications for new quotes
- Set automatic expiry dates
- Modify quotes on the fly with edits
- Edit prices and product rules - packs, price breaks, quantity tiers
- Define workflows for the review process
There is normally a back-and-forth before a quote is finalised. SparkLayer has a built-in conversation timeline that lets your sales team and your customer correspond until both are happy - and the customer has true visibility of the quote’s status at any time.
- Send messages with instant notifications
- Let the sales team leave internal notes
- Download the latest quote as a PDF
- Continue to make edits to the quote
Once your team has corresponded and made any final edits, the customer approves the quote and it converts into a completed order for you to process as normal. They can then track it like any other order and await the goods.
- Approve a quote in a single click
- Download an invoice as a PDF
- Track the order from their account area
- Use existing workflows to process orders
- Allow customers to re-order quickly
Use cases as unique as your business. The Quoting Engine reaches well beyond “request for quote” - think of it as a sales-assist tool for the whole B2B purchasing journey.
Quote to order
Let customers build orders as quotes for your sales team to review before payment. Your team can make revisions and correspond directly with the customer, all from your website.
Pre-ordering
Customers build and request quotes for you to process later - and it’s possible to add out-of-stock and unavailable products to an order, which matters if pre-orders and back-orders carry your season.
Price on Application
Configure “Price on Application” for products in your catalog, so customers can add items that don’t yet have confirmed pricing and you can confirm the price later.
Price breaks & sales-assisted carts
Pricing that depends on volume, guided by a person. The Quoting Engine supports price breaks at every stage, so as quantities change your sales team can apply the right tiered pricing and the customer reviews and finalises.
Multi-currency quoting
SparkLayer works with Shopify Markets to support multi-currency pricing throughout quoting. Customers see and negotiate in their assigned currency, with breaks and tiers applied automatically.
And whatever your trade does
Season ordering for fashion, requests for proposal, negotiation workflows, volume-based price breaks - plan a season ahead or negotiate line by line, and the quote, its revisions and approval all live in one place. The same engine handles them all.
Your sales team and your customers, in one place. Quotes move out of email threads and spreadsheets, onto the website both sides already use.
Give your team an easy way to manage B2B quotes and orders for their customers. They can sign in on behalf of a specific customer, edit a quote, and communicate changes through the message timeline - every conversation and revision in one place, instead of lost between email threads and spreadsheets.
- Act on behalf of any customer
- Revise a live quote and send it back
- A message timeline attached to the quote itself
- Apply price breaks as quantities change
Requesting a quote should feel like the rest of your store, because it is the rest of your store. Customers track active quotes, look back over order history, and re-order or build a new quote in a click - a self-service experience that feels effortless from a website they already know.
- Request a quote straight from the basket
- See every active quote and its status
- Negotiate without leaving the site
- Accept, and it becomes their order
Beyond the experience, the time back. Automatic price breaks and multi-currency pricing that would otherwise be worked out by hand, and one place where the state of every quote is knowable. If you are running quotes offline or through a cumbersome system today, you will notice the difference immediately.
- Price breaks and tiers applied automatically
- Multi-currency without a spreadsheet
- One place to see every open quote
- No re-keying between quote and order
Questions & Answers.
What can I do with SparkLayer?
SparkLayer gives you an easy way to enable B2B (wholesale) on your existing website. You don't need to create a new store or spend time and money trying to customise your B2B experience. SparkLayer does all this for you and, once you're set up, you'll be able to:
- Enable custom pricing for your B2B customers
- Give your B2B customers a self-service ordering experience
- Accept B2B payments, such as "net payments" and "payment on account"
- Allow customers to build quotes and engage with your sales team
- Allow your sales team (sales reps) to place orders on behalf of B2B customers
- Configure more advanced pricing rules, such as pack sizing and quantity price-breaks
- Enable rapid re-ordering, making it easy for your customers to repeat order
- Allow your B2B customers to save shopping lists
- Configure pre-ordering and back-ordering rules
- Allow your B2B customers to create company teams
And so much more! SparkLayer has over 100 B2B features right out of the box. Plus our team can get everything set up for you with our free onboarding service.
What use-cases are there for the SparkLayer Quoting Engine?
There are a wide number of use-cases you can use the SparkLayer Quoting Engine for. Examples include:
- Quote to Order: Customers build orders as quotes, allowing your sales team to review, revise, and communicate before finalising payment.
- Pre-ordering & Back-orders: Enable customers to submit orders for future processing, even for out-of-stock or unavailable products.
- Seasonal Purchasing: Take orders ahead of time for seasonal product drops (e.g., Spring/Summer, Autumn/Winter).
- Sales-assisted Carts: Sales teams can add products to a customer's cart, allowing for guided purchasing and customer edits.
- Price Breaks & Tiered Pricing Quotes: Allow customers to request bulk discounts and automatic price breaks at set quantities, with sales teams adjusting pricing as needed.
- Custom Product Requests: Support quotes for custom, made-to-order, or modified products.
- Request for Proposal (RFP) Handling: Streamline large or complex B2B purchase requests with tailored sales responses.
- Negotiation Workflow: Enable a built-in negotiation feature for pricing discussions between customers and sales.
- Quote Expiration & Special Promotions: Set time-sensitive quotes to encourage faster purchasing decisions.
You can learn more about what's possible in our full guide here.
Can I get a demo of the SparkLayer Quoting Engine?
Yes, absolutely. We'd be happy to discuss your requirements and see if this is a good fit for you. You can book a demo and we can run through how the SparkLayer Quoting Engine works.
How much does the SparkLayer Quoting Engine cost?
The SparkLayer Quoting Engine is available on our Pro and Enterprise plans as standard. You can also add it to any plan for an additional $49 per month. Please note, you will also require at least one sales agent enabled on your account in order to use the SparkLayer Quoting Engine. You can learn more about our pricing here.
Can I trial the SparkLayer Quoting engine before committing?
Yes, we offer a free 14-day trial to test SparkLayer and we can also extend this if you need more time. To get started, you can sign up for a free 14-day trial here. Alternatively, you can book a demo and we can run through how SparkLayer works.
How does this compare to other B2B quoting systems?
At a top level, the goal of SparkLayer's Quoting Engine is simplicity. We believe this to be a huge differentiating factor compared to other B2B platforms that can be very cumbersome to use. One of the major benefits of the SparkLayer quoting tool in comparison is how seamlessly it can integrate with your existing website and systems. If you're already using SparkLayer for your B2B customers to place orders, they can instantly begin submitting quotes, too. It also provides a simple way to incorporate your sales team (e.g. sales reps) into the quoting process with an experience they'll love!
Can the SparkLayer Quoting Engine handle CPQs?
Yes, the SparkLayer Quoting Engine can be used for Configure, Price, Quote (CPQ) requirements. At a top level, here's how:
Configure: The customer can select products and apply basic customisations (this will require using our JavaScript SDK).
Price: You can set pricing within SparkLayer, including price breaks for volume and quantity tiers, use our discount engine, support multi-currency quoting for international customers, and even modify pricing on the fly.
Quote: Sales teams can generate professional, branded quote documents that are accurate and consistent, and send them directly to customers.
We'd be happy to discuss your specific requirements in more detail.
Does the SparkLayer Quoting Engine support multi-currency quoting?
Yes, via Shopify Markets. See the multi-currency quoting section above for how it works, or read our full setup guide and watch the walkthrough video.
Does the SparkLayer Quoting Engine send emails and invoices?
Yes. Built into the SparkLayer Quoting Engine is a powerful email system that keeps your sales team and customers in the loop. For example, when a customer submits a quote, your sales team are immediately notified. Similarly, when an update to a quote is made, your customer is notified of any changes.
The SparkLayer Quoting Engine also features an invoicing system that lets your B2B customers download PDF copies of their quotes and orders. Both emails and quotes can be customised via the editor built into the SparkLayer Dashboard.
How can I see all the features of the Quoting Engine?
Please see our full guide here to learn more.