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IndustriesWholesale

Wholesale quoting software for orders that don't fit a checkout page

Build multi-line B2B quotes from your catalog with SKUs, give volume pricing line by line, and let buyers approve with a signature instead of a phone call.

Free plan, no credit card needed.

What slows wholesale down

The problems, and how Quotup handles them

  • Every quote rebuilt in a spreadsheet

    Copying last month's file, fixing the prices that changed and hoping nobody sees the old customer's name in a hidden row.

    With Quotup: Keep products with SKUs and unit prices in your catalog. Pick them by name, set the quantities and the totals work themselves out.

  • Volume pricing worked out by hand

    Case discounts for one buyer, a promo on one product, a flat amount off for a big order. A calculator error goes straight to your margin.

    With Quotup: Discount any line by a percentage, or the whole quote by a percentage or a fixed amount. The buyer sees the list price and the discount on the quote.

  • Buyers who need paperwork before they commit

    Purchasing wants a PDF, the owner wants to sign off, and the order sits in someone's inbox for a week.

    With Quotup: Send a link with a PDF the buyer can download. They approve with their name and signature, and you convert the quote to an invoice with the same lines.

A worked example

Example: a restaurant supply order

A packaging wholesaler quotes a cafe's monthly order, with a 10% case discount on two product lines and delivery added as its own line.

  1. 1

    Pick the customer and add products by name. SKUs and case prices come from your catalog.

  2. 2

    Give a 10% discount on the two lines that qualify for case pricing.

  3. 3

    Add delivery as its own line, set payment terms in your notes and send.

  4. 4

    The buyer downloads the PDF for purchasing and approves online with their signature.

  5. 5

    Convert the approved quote to an invoice. QuickBooks Online picks it up if you've connected it.

yourcompany.quotup.com/quotes/q-1045

Coastal Packaging Supply

Quote Q-1045 for Harbor Street Cafe

approved
ItemQtyAmount
Kraft takeout box 32 oz (case of 200)TB-32K24$1,047.60
Compostable cutlery kit (case of 500)CK-50010$558.00
Nitrile gloves, large (case of 1000)NG-L8$632.00
Paper towel roll (case of 12)PT-1215$583.50
Delivery1$45.00
Subtotal
$2,866.10
Total
$2,866.10

Prices valid for 14 days

Net 30 from invoice date. Orders ship within 2 business days of approval.

Activity

  1. Quote sentTue 10:02 am
  2. Viewed by the customerTue 11:30 am
  3. Signed and approvedTue 2:48 pm
Example quote for Harbor Street Cafe, total $2,866.10

An example quote as it appears in a Quotup account. Names and prices are illustrative.

Features

What matters most for wholesale

Catalog with SKUs

Products and services with names, SKUs, descriptions and unit prices, ready to drop into any quote.

Line and quote discounts

A percentage off any line, plus a percentage or fixed amount off the whole quote.

Saved tax rates

Save the rates you charge and set tax per line, or leave it off for tax-exempt resellers.

PDF and online approval

Buyers download a clean PDF and approve online with their name and signature.

QuickBooks Online sync

Customers, invoices and payments flow to QuickBooks without re-entry.

See every feature

Is it right for you?

Where Quotup fits, and where it doesn't

A good fit for

  • Small wholesalers, importers and makers selling to shops, restaurants and offices
  • Orders with many lines, case quantities and negotiated discounts
  • Teams who quote first and invoice after the buyer approves

Not built for

  • Inventory or stock levels (Quotup doesn't track stock)
  • Customer-specific price lists or tiered price matrices
  • EDI, a B2B storefront or shipping rate calculation

FAQ

Questions from wholesale

Something else? Ask us anything.

Can I give one buyer a volume discount without changing my prices?

Yes. Discount individual lines by a percentage, or take a percentage or fixed amount off the whole quote. Your catalog prices stay the same for everyone else.

How do I handle tax-exempt resellers?

Tax is set per quote and per line, so you can leave it off for a reseller and charge your saved rate for everyone else. You can attach their exemption certificate to the quote as a PDF.

Does Quotup track inventory?

No. Quotup handles quotes, invoices and payments. If you track stock in another system, you can keep doing that alongside it.

Do buyers need an account to approve?

No. They get a link by email and can view, download the PDF, sign and approve from any phone or computer.

Can I bulk-import my product list?

Not yet. Products are added in the catalog one at a time, and each takes a few seconds. If you have a large catalog, contact us and we'll help you get set up.

Guides for wholesale

Quoting software for wholesale, free to start

Set up your catalog, send your first quote and get it approved online today.