Wholesale quote template
Volume pricing and net terms your storefront can't quote on its own.
Wholesale buyers expect tiered pricing, per-account rates, and terms — none of which a standard cart handles. This template captures a bulk order the way wholesale actually works, so a reseller or trade account can review, approve, and reorder without a phone call.
Who it's for
Wholesalers, distributors, and brands selling B2B or trade accounts — including Shopify merchants who hide retail prices and quote wholesale buyers separately.
What to include
- Your business name, logo, ABN/GST or company number, and contact details
- A unique quote number and the issue + valid-until dates
- The customer's name, company, and billing details
- Clear line items with description, quantity, unit price, and line total
- Subtotal, tax (GST/VAT/sales tax), and a bold grand total
- Payment terms, deposit requirements, and accepted payment methods
- Scope, assumptions, and exclusions so there are no surprises later
- An acceptance block — signature or a one-click approve link
- Minimum order quantity (MOQ) and case/pack sizes
- Per-account or tier-based pricing and any account-specific discounts
Template structure
Copy this skeleton into your quote, or use it as a checklist before you send.
Account
- Wholesale account name, trading name, resale/GST number
- Assigned price tier or contract reference
- Shipping account and delivery address
Order lines
- SKU — description — pack size — qty (in packs/units) — tier price — line total
- MOQ check and case-quantity rounding
- Backorder or lead-time note per line where needed
Commercials
- Subtotal, freight, GST/tax, grand total
- Payment terms (deposit, Net 30/60), credit-limit note
- Reorder link or standing-order option
Tips for a quote that wins
- Quote in the buyer's units — packs and cases, not just eaches — so the numbers match how they order.
- Make the reorder trivial. The second order should be one click from the first quote.
- State freight explicitly. Hidden shipping is the top reason wholesale quotes bounce back.
FAQ
How is a wholesale quote different from a retail order?
Wholesale quotes use tiered or account-specific pricing, minimum order quantities, and net payment terms, and are usually reviewed and approved before payment — unlike a retail cart that charges at checkout.
Can I quote wholesale pricing from a Shopify store?
Yes. QuoteMate hides retail prices and turns a wholesale request into a quote using your catalog and per-account rules, then syncs the accepted order back into Shopify as a draft order.