Handle project-based quoting, fluctuating material costs, job site delivery scheduling, and contractor account management with a complete quote management system built for building material suppliers.
Building material suppliers face unique project-based quoting complexities that standard e-commerce tools cannot handle.
Construction projects need comprehensive material lists with dozens of items. Manual quote assembly is time-consuming and error-prone.
Lumber, steel, and commodity pricing changes frequently. Static pricing leads to margin erosion and repricing delays.
Contractors need coordinated delivery to specific job sites with timing requirements. Manual scheduling creates bottlenecks.
Managing contractor accounts, credit terms, project history, and territory-based sales relationships requires structured tracking.
Purpose-built features for construction material wholesale and contractor account management.
Contractors can add multiple items to a quote cart and submit complete material lists in one request. No item limits.
Track quotes by project, job site, contractor, or sales stage. Manage long sales cycles from initial estimate to order.
Convert approved quotes to draft orders in one click for fast fulfillment, inventory allocation, and delivery scheduling.
Assign quotes to territory-based sales reps automatically or manually. Track rep performance and regional accounts.
Whether you supply general building materials, trade-specific products, or outdoor construction, AddToQuote adapts to your workflow.
Lumber, drywall, roofing, insulation, concrete, and general construction materials for residential and commercial projects.
Specialized trade materials, fixtures, tools, and equipment for plumbing, electrical, and HVAC contractors.
Hardscaping materials, irrigation supplies, outdoor structures, and landscape contractor wholesale programs.
Yes. AddToQuote supports multi-item quote carts. Contractors can browse your catalog, add multiple products to a quote cart, and submit a complete material list in one quote request. There are no limits on the number of items per quote.
The CRM pipeline lets you track quotes by customer, project name, job site, or custom fields. You can add notes, attach files, track stage changes, and view all quotes associated with a specific project or contractor account. Use custom fields to capture project details like job site address or bid number.
Yes. The team assignment feature lets you assign quotes to specific sales reps. You can set up automatic assignment rules based on customer location, account type, or manually assign quotes to territory managers. Track rep performance and quote activity from the CRM dashboard.
Absolutely. There are no item limits on quotes. Contractors can submit material lists with 50, 100, or more items. The quote detail page displays all items in a searchable table. You can edit quantities, adjust pricing, and convert the entire quote to a draft order for fulfillment.
AddToQuote supports Shopify Flow triggers for automation, outbound webhooks for connecting to external systems, and messaging integrations (Slack, Discord, Teams, Telegram) for quote notifications. The Advanced plan ($200/mo) unlocks integrations. Enterprise plan ($300/mo) adds product options for capturing custom job site details.
Join building material suppliers using AddToQuote to handle project-based quotes, contractor accounts, and territory-based sales.