Requesting a Commercial Proposal Online: A B2B Proposal Calculator
Many B2B sales begin with a request: 'Send a quote.' A manager collects items, looks up prices, formats a Word document, and sends it. If there are many requests, quotes are delayed, and the client receives an offer from a competitor in the meantime.
Three levels of automation
Website calculator
The client specifies parameters or items, sees an estimated cost, and sends a request. Suitable for services and products with a clear calculation formula.
Quote generation from CRM
The manager selects products in a Bitrix24 deal, prices are pulled from 1C based on client terms, and the document is generated from a template in one click.
Quotes in the client portal
A repeat client builds the specification in the portal and receives a quote with custom pricing without involving a manager.
Key considerations
- prices from the accounting system, not an outdated price list;
- quote expiration date;
- quote versions if the client requests changes;
- status: sent, opened, approved, rejected;
- converting a quote to an order without re-entering data.
Frequently asked questions
Can you show prices on the website without a request?
An estimated price, yes. The exact price based on client terms is best shown after logging in to the portal or in a quote.
Does this work for complex products?
For complex products, the calculator collects parameters, and the manager generates the quote using templates.
How do you link a quote to an order?
An approved quote turns into an order in 1C or MoySklad with a single click.
