Simplifying Sales with Apex’s New Quoting Feature
The Apex team is launching a powerful new quoting tool designed to make pricing and order conversion easier than ever for B2B businesses. Built directly into the eCommerce platform, this feature empowers sales reps to issue quotes in just a few clicks—turning negotiations into orders with zero friction.
Smarter Quoting, Better Conversions
At Apex, we’re always looking for ways to remove barriers from the B2B sales process. That’s why we’re excited to introduce a game-changing new feature that’s almost ready to launch: Quoting.
This powerful tool gives your sales reps the ability to generate customer-specific quotes directly within the Apex eCommerce storefront—eliminating manual back-and-forth and ensuring a smooth, consistent experience from first interaction to final checkout.
What the Quoting Tool Does
With Apex’s quoting feature, your sales team can:
- Create and update quotes for existing customers with just a few clicks via the website storefront. No need for Admin Panel access.
- Customise pricing based on customer tier, volume, or negotiated rates
- Send quotes directly through the eCommerce platform
- Enable one-click conversion from quote to order for the customer
- Track quote status and manage quote histories within the customer account
- Sales Rep Dashboard to view all Quotes for their customers.
- Admin Panel Quotes Area for technical support and management access.
Why It Matters
The quoting process is often a sticking point in B2B transactions—especially when pricing varies by customer, product, or order size. This feature streamlines that complexity by keeping everything in one place.
For Sales Reps:
They gain control and speed. Quotes can be created and sent without leaving the platform, meaning no more switching between spreadsheets, CRMs, and email threads.
For Customers:
They experience a smoother buying journey. They simply log in, view their quote, and convert it to an order when ready—no re-entry of data, no confusion.
Perfect for New Products and New Deals
This tool is especially useful for:
- Promoting new products to existing customers
- Providing custom pricing for high-volume or negotiated deals
Customers and reps can also communicate directly within the quote itself using a seamless commenting system. There are also several quote statuses to help everyone understand what stage the quote is currently at. It’s designed to support both sides of the sales relationship: the flexibility sales teams need, and the convenience your customers expect.
Built for B2B. Ready for Action.
Currently in the final stages of development, the quoting feature will be available soon for all Apex clients. Whether you’re using Apex Essentials or a fully customised build, this addition gives your team a competitive edge—and your customers a better buying experience.
Stay tuned for the official rollout and onboarding support.
