How the Multi-Product Quote Builder Works: Configure Everything, Submit Once

The multi-product quote builder is designed for a specific problem that comes up constantly in B2B ordering: you need multiple things, some of which are configurable and some of which are standard, and you want to handle all of it in one quote rather than making three separate requests.

Until recently, this was a friction point. A product configurator handles one configurable product at a time. A quote request list handles catalogue items without configuration. If you needed both, you were submitting separate requests and hoping someone on the seller’s side would consolidate them. Often they wouldn’t. You’d get back two quotes, have two approval processes, and potentially pay two shipping charges.

The multi-product quote builder solves this. You collect everything — configured products and standard items — into a single quote session. One submission. One quote. One PDF.

How it works across a session

The key thing that makes the multi-product quote builder different from a single-product configurator is that it persists across pages. When you add an item to your quote, that item stays in your quote as you navigate to other product pages. A floating badge in the corner of the screen shows you how many items you’ve collected so far.

This means you can browse the catalogue freely, configure products one by one, add each to your quote, and keep going. You don’t have to complete the entire process in one product page session. You can configure the main product, add it to your quote, then navigate to the accessories section, add the standard items you need, then come back and configure a second bespoke product if necessary.

The session is maintained in your browser. You can open multiple tabs if you want. The quote token is shared, so items added in any tab will appear in your quote summary.

Step 1: Configure a product and add it to your quote

When the multi-product quote builder is active, configurable products work exactly as they normally do. You open the configurator, work through the steps, make your selections, and see the price update in real time.

The difference comes at the end of the configuration. Instead of a button that says “Submit Quote”, you see a button that says “Add to Quote”. Clicking it adds this configured product — with the full snapshot of every selection you made — to your quote session. The configurator acknowledges the addition and shows you a link to your current quote summary, but you don’t have to go there yet.

Behind the scenes, the entire specification of what you configured is saved: every option, every quantity, the calculated price. When the quote is eventually generated, that snapshot is used to build the line item for this product. Nothing is lost and nothing has to be re-entered.

Step 2: Add standard products from other pages

Navigate to any other product page. Products that the seller has made available for the quote builder show an “Add to Quote” button, the same as on catalogue products in a regular quote request flow.

Click the button. That product is added to your quote session immediately, no configuration required. The badge in the corner updates to show the new total number of items.

You can set quantities on standard products either before adding or in the quote summary. If you need 6 of something, you can adjust it either way — the total in the summary will reflect it.

There is no limit to how many items you can add or how many different product pages you visit before submitting. Some buyers building quotes for large installation projects work through an entire catalogue section before they submit.

Step 3: Review the quote summary

When you’ve collected everything you need, click the badge or the “View Quote” link that appears after any addition. This takes you to the quote builder summary page.

The summary page shows every item you’ve added:

• ‣ For configured products: the product name, a condensed summary of the key options you selected (e.g. “Oak, 1800×600mm, matt white finish, cable management”), and the calculated price.
• ‣ For standard products: the product name, the variant you selected, quantity, and unit price.

You can adjust quantities and remove items from the summary page. A running total shows the combined value of everything in the quote. When you’re satisfied, you proceed to the contact form.

Step 4: Fill in your details and submit

The contact form is the same as in other quoting flows: name, email, phone, company, and optionally VAT number and billing address. You fill it in once for the entire quote — not once per product, not once per item type. One form, one submission.

Submit the form. The session is finalised and your quote is handed to the AI pricing engine.

Step 5: One PDF, covering everything

The AI engine processes the entire quote: configured products with their full specification snapshots, standard catalogue items with quantities, everything. It generates a single quote document that covers every line item.

The PDF arrives in your inbox in seconds. It shows each product as a clearly labelled section with a line-item breakdown, quantities, unit prices, and a subtotal. The configured products include a human-readable summary of the options you chose — so the seller can manufacture exactly what you specified without needing to ask clarifying questions.

At the bottom of the PDF is the grand total for the entire order. One number, covering everything.

Why submitting everything together matters

There are a few practical reasons why a combined quote is significantly better than two or three separate ones.

First, volume visibility. When the seller sees the total size of an order, they can apply the right volume pricing, shipping tier, and terms. If you submit three separate small requests, each is priced as a standalone order. Together, they might qualify for a discount or consolidated shipping that would have saved you money.

Second, project coherence. On the seller’s side, a combined quote is one document to review, one approval to process, one order to fulfil. Split across three quotes, the same order becomes three separate workflows with three separate invoices. Consolidation makes everyone’s life simpler.

Third, approval is simpler for you too. One quote to approve, one payment, one reference number to track. If anything changes or needs discussion, there’s one document to point to.

Which quoting flow should you use?

There are three approaches to getting a quote on a ConfigQuote-powered store, and they suit different situations:

• ‣ Single configurator flow — one complex, configurable product. You configure it completely, submit, and receive a quote for that product. Best when your entire order is one bespoke item.
• ‣ Quote request list — multiple catalogue products with defined prices. No configuration needed; you’re just selecting quantities and submitting a list. Best for ordering from a standard price list.
• ‣ Multi-product quote builder — a mix of configurable and standard products. You configure each bespoke item, add catalogue items, and submit everything together. Best when your order spans different product types or pages.

The multi-product quote builder is the most flexible of the three. If you’re unsure which applies to your situation, it’s almost certainly the right choice any time you’re ordering more than one thing.

The goal in all three cases is the same: to get from “I know what I want” to “I have a firm priced quote in my inbox” as quickly as possible, without manual back-and-forth. The multi-product quote builder just makes that possible for the most complex orders.