Use case hero A transparent icon with a document and magnifying glass on a computer screen is shown on a diamond-shaped background with teal accents, symbolizing cutting-edge digital self-service technology.

'Self Service'
Request for Quote

B2B businesses have historically relied heavily on manual quoting.

Upgrading to an e-commerce system with self-service quoting is the key to meeting your customers’ expectations, helps to expand your service offering and maps out new customer journeys.

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  • Overview
  • Challenges
  • Business Outcomes
  • Spryker Capabilities
  • Customers

OVERVIEW

Quoting Driven Business & Digitization

Quotes are an integral part of any B2B business, with clients keen to negotiate the specific costs related to their order.

Initiate a more convenient and efficient customer experience by offering customers self-service requests for quotes. Implementing self-service digital quoting empowers customers to quickly and effectively request and update quotations or estimates.

Self-service requests for quotes satisfy the growing need for speed, accuracy, and agility in an increasingly competitive business landscape. Switching to digitized processes allow B2B customers to enjoy improved purchasing journeys that keep them satisfied.

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Challenges Addressed by Self-Service Quoting

Manual quoting is an outdated practice which does not offer the agility and hands-on purchasing journeys B2B customers have come to expect. As well as being outdated, manual quoting comes with several challenges which are addressed through self-service requests for quotes.

Manual Handling

Manually creating quotes and inputting data is time-consuming and costly, leading to longer waiting times for the customer and more room for human error.

Scaling the Business

Scaling the business, while managing processes and interactions for a multitude of users is expensive and slow.

Lack of Transparency

Quotes, that are being stored in ERP or CRM systems are disconnected from commerce and order management systems and cause a lack of transparency.

Customer Expectations

B2B buyers have changed expectations and are increasingly expecting better user experience and convenience.

The Business Outcomes of
'Self-Service' Request for Quote

If implemented correctly, self-service requests for quotes allow customers a more , which is more akin to the digitized B2C interactions they are used to. It also benefits B2B suppliers by allowing their staff to use time more wisely elsewhere in the company.

  • A computer screen displaying an order summary on the Spryker software interface showcases item details, prices, and shipment information. The Self-Service Request for Quote feature is integrated seamlessly, with various buttons and navigation options visible at the top and side.

    Efficiency & Process Optimization

    The seamless communication between all stakeholders allows for full traceability of the quoting process and improves negotiations.

  • A humanoid goat stands thoughtfully next to a graphic of a money bag with a dollar sign, symbolizing the ease of the self-service request for quote process, all set against a background of geometric shapes.

    Cost Reduction

    Reduction in process cost due to little to no “manual” interaction.

  • A man with glasses and a plaid shirt is using a smartphone. Beside him is a screen displaying financial data and a growth chart, illustrating the Self-Service Request for Quote tool. He appears focused and engaged.

    Increase Conversion & Revenue

    Quotes can quickly be created with data stored to ERP and CRM systems and seamlessly converted to carts. Additionally, complementary items can be added and serve as countless Upsell and Cross-Sell opportunities.

  • A person with short hair smiling and resting their chin on their hand in front of a laptop, with an overlay of chat icons showing a thumbs up, a heart, and a Self-Service Request for Quote option.

    Customer Stickiness

    A smooth and efficient quotation process builds not only stronger business relationships, but also improves convenience.

  • A computer screen displaying an order summary on the Spryker software interface showcases item details, prices, and shipment information. The Self-Service Request for Quote feature is integrated seamlessly, with various buttons and navigation options visible at the top and side.
  • A humanoid goat stands thoughtfully next to a graphic of a money bag with a dollar sign, symbolizing the ease of the self-service request for quote process, all set against a background of geometric shapes.
  • A man with glasses and a plaid shirt is using a smartphone. Beside him is a screen displaying financial data and a growth chart, illustrating the Self-Service Request for Quote tool. He appears focused and engaged.
  • A person with short hair smiling and resting their chin on their hand in front of a laptop, with an overlay of chat icons showing a thumbs up, a heart, and a Self-Service Request for Quote option.

The Spryker Solution

LEARN HOW SPRYKER & OUR PARTNERS ENABLE THIS USE CASE AND YOUR SUCCESS

Spryker Capabilities

  • Quotation and Offer Management
  • Agent Assist
  • Comments Widget

Success Enabling

Calibration Session:

  • Customer Journey Analysis
  • Process Digitization Mapping
  • Operating Model Sparring
  • Process Design Workshop

Technology Partners


Customers with this Use Case

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