How to Add Multiple Products to a Quote Request and Get an Instant Price

Not every business sells one complex product. Some catalogues are full of items that have defined prices — a range of industrial fittings, a set of furniture models, a collection of materials sold by quantity — where the customer isn’t configuring anything step by step. They’re just choosing a combination of existing products and need a price for the bundle.

A standard contact form doesn’t work well for this. You end up with an email that says “I need 3 of the 600mm panel and 6 of the 900mm and some connectors” and someone has to decode that into a proper quote. There’s a better way.

What is the quote request flow?

The quote request flow works like a shopping cart, but instead of adding items to a basket for purchase, you’re adding them to a quote. When you’re ready, you submit the whole list in one go and receive an AI-priced quote covering everything.

On stores that use this feature, product pages and catalogue listings show a “Request a Quote” button instead of (or alongside) a standard Add to Cart button. Clicking it adds the product to your quote request list. You can adjust quantities, remove items, and keep adding from other product pages before you submit.

The quote request list is persistent within your browser session, so you can browse across the catalogue and build up your list at whatever pace you need.

Step 1: Add products to your quote request

Browse the catalogue as you normally would. On each product page you’ll see a “Request a Quote” button. When you click it, the product is added to your quote request list. A summary panel (usually accessible from a fixed widget or a link in the page header) shows you what’s in your list so far.

For products that come in variants — different sizes, colours, or specifications — you can select the variant before adding, or adjust it in the quote request list afterwards. The system captures the exact product reference so there’s no ambiguity about what you’re requesting when the quote arrives.

You can add as many products as you need. There’s no limit. If you’re sourcing for a project that needs twenty different line items, you can add all twenty before you submit. The whole request travels together and you receive one quote covering all of them.

Step 2: Review and adjust your list

When you open the quote request panel, you see a table of everything you’ve added: product name, unit price, quantity, and a line total for each item. You can change quantities directly in the panel by typing a new number or using the stepper controls. You can remove any item you’ve decided you don’t need.

A running total at the bottom updates as you make changes. For B2B buyers who need to check a budget before submitting, this live total is genuinely useful — you can adjust quantities to hit a target spend before you even request the quote.

At this stage, the prices shown come from the seller’s catalogue. The final quote may apply volume discounts, customer-specific pricing, or other adjustments — which is exactly why you’re submitting a quote request rather than just checking out. The seller has the context to apply the right pricing for your account and order size.

Step 3: Fill in your details and submit

When you’re happy with the list, you open the contact form. It asks for the standard information: name, email, phone, company name, and optionally a VAT number and billing address. If the seller needs a delivery address for a shipping estimate, there may be a field for that too.

You can also leave a short message if there’s anything specific you want the seller to know — a project reference, a delivery deadline, or a note about a particular item. This is optional; most requests go through without one.

Click Submit. That’s the end of the interactive part.

Step 4: The quote arrives fast

When you submit, the system passes your full product list to an AI pricing engine. It reviews every line item, calculates the totals, and generates a formal quote document. For standard catalogue pricing, this happens in seconds.

Your quote arrives by email as a branded PDF. It includes every line item you requested, with quantities and unit prices, a subtotal, any applicable taxes, and the total. The quote has a reference number, a validity date, and a link to approve it online.

You don’t have to wait for a sales rep to return from a meeting or a pricing team to have a free moment. The quote is ready before you’ve finished your coffee.

Step 5: Approve and proceed

The approval link in the quote email takes you to a simple page that shows the quote summary and lets you confirm acceptance with one click. Once you confirm, the seller is notified immediately and your order moves into their fulfilment process.

If there’s anything you want to discuss — a different quantity on one line, a substitution, a delivery question — you reply to the quote email. The seller can see your full request alongside the reply and update the quote accordingly. You’ll receive a revised version to approve.

When is this the right approach?

The quote request flow works best when your products have defined prices and the main variable is which combination of items you need and in what quantity. If the products you’re buying involve choices that materially change the price — materials, dimensions, custom options — a product configurator (described in a separate guide) may be more appropriate for those items.

Many buyers find themselves needing both on the same order: a configurable main product and several standard accessories. That’s exactly what the multi-product quote builder is for — but even the basic quote request flow handles the simpler case very well.

The bottom line is that the quote request flow replaces a contact form and an email chain with a structured, fast, auditable process. You know what you requested. The seller knows what you requested. The quote is generated from that agreed specification, not reconstructed from an ambiguous email. It’s a cleaner transaction for everyone involved.