Request-a-quote for Shopify, finished with a proforma worth sending
Wholesale deals are negotiated, not added to cart. TAGTrade turns that negotiation into a workflow: quote basket → your edits → branded proforma PDF → one-click order.
From product page to purchase order
- Buyer builds a quote basket — on your product pages, logged-in wholesale customers add items and quantities and submit with a note ("can you do better on 500 units?").
- You review with margin in view — the quote inbox shows retail price, their tier price, and your unit cost per line, so you can see the margin you're giving away while you negotiate, not after.
- Issue a numbered proforma — a clean, branded PDF (your logo, colors, payment terms) emailed with a secure accept link. No more quoting from a spreadsheet screenshot.
- Acceptance becomes an order — one buyer click creates a Shopify draft order at the exact quoted prices. Send the invoice, or fulfill it on net terms.
Documents are the differentiator
A wholesale buyer forwards your proforma to their purchasing manager. That PDF is your store's handshake. TAGTrade proformas are numbered (PF-0042), itemized with SKUs, quantity breaks and validity dates, and templated with your branding — the kind of paperwork that makes a small store look like an established supplier.
Every quote is audited: draft → sent → accepted / declined / expired → converted, with a timestamped trail of who did what. When a buyer says "that's not what we agreed", you have the receipts.
Why quotes beat discount codes for big orders
- Exact negotiated prices per line — not a blunt percentage off everything.
- No size limits — a 300-line quote converts as faithfully as a 3-line one.
- Expiry dates create urgency and keep old pricing from haunting you.
- Credit-limit warnings appear before you commit to a net-terms order.
Send your first proforma today
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