Food & Beverage Industry

B2B Quote Management for Food & Beverage

Handle seasonal pricing, case and pallet quantities, temperature constraints, and compliance documentation with confidence. AddToQuote gives food and beverage distributors the tools to manage wholesale quotes on Shopify.

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Challenges in Food & Beverage Wholesale

Food and beverage distributors face unique pricing and logistics complexity that standard ecommerce cannot handle.

Seasonal Pricing and Availability

Produce, specialty ingredients, and craft beverages have seasonal harvest cycles and availability windows. Fixed pricing on product pages cannot reflect real-time market conditions and supply constraints.

Case/Pallet Quantity Requirements

Food and beverage products sell in cases, pallets, or bulk formats with minimum order quantities. Buyers need to specify these quantities and negotiate volume pricing before placing orders.

Temperature/Shipping Constraints

Perishable goods require refrigerated or frozen transport, delivery windows, and special handling. Standard checkout cannot capture these requirements or coordinate appropriate shipping methods.

Compliance and Certification Documentation

Buyers need allergen statements, nutrition facts, organic certifications, and safety data sheets before ordering. Standard product descriptions cannot include all required compliance documentation.

How AddToQuote Solves These Challenges

Purpose-built features for food and beverage distributors to streamline complex B2B quoting on Shopify.

Custom Quote Forms with Case/Pallet Quantities

Create custom quote forms with fields for case quantities, pallet counts, delivery dates, special handling instructions, and temperature requirements. Capture all logistics details buyers need to communicate.

  • Dropdown menus for case/pallet/bulk formats
  • Date pickers for delivery windows
  • Text fields for temperature and handling notes

CRM for Managing Restaurant/Retailer Accounts

Manage food and beverage quotes through a visual CRM pipeline. Track sample requests, seasonal negotiations, menu planning cycles, and purchase order approvals in one place.

  • Custom pipeline stages for foodservice sales
  • Assign quotes to territory sales reps
  • Track buyer relationships and order history

PDF Quotes with Product Specs and Certifications

Generate professional PDF quotes with product descriptions, pricing, and attached compliance documentation. Include spec sheets, allergen statements, certifications, and nutrition facts with every quote.

  • Upload PDF attachments to quote responses
  • Include allergen and certification info
  • Branded quote templates with your logo

Team Assignment for Regional Sales Territories

Route quotes to the right sales reps based on territory, account type, or product category. Automatic assignment ensures regional reps handle local restaurant and retailer accounts.

  • Add unlimited team members
  • Automatic round-robin or manual assignment
  • Email notifications for assigned quotes

Who Uses AddToQuote in Food & Beverage

From specialty food distributors to beverage wholesalers, AddToQuote serves diverse food and beverage B2B businesses.

Specialty Food & Gourmet

Serve gourmet retailers, specialty grocers, and food boutiques with quotes for artisan products, imported ingredients, and premium pantry items with seasonal availability and volume pricing.

  • Organic and certification documentation
  • Sample requests before bulk orders
  • Seasonal pricing for harvest cycles

Beverage Distribution

Supply bars, restaurants, and retailers with quotes for craft beer, wine, spirits, specialty coffee, and non-alcoholic beverages with case and keg pricing.

  • Case and keg quantity options
  • Temperature-controlled delivery requirements
  • Volume pricing for bars and restaurants

Restaurant & Foodservice Supply

Provide restaurants, cafes, caterers, and institutional buyers with quotes for bulk ingredients, kitchen supplies, and foodservice equipment with custom pricing and delivery terms.

  • Case and bulk format pricing
  • Delivery window coordination
  • Menu planning and seasonal contracts

Frequently Asked Questions

Common questions from food and beverage distributors about AddToQuote.

Can I set minimum order quantities (MOQs) for cases or pallets?

Yes. AddToQuote lets you create custom quote forms with fields for case quantities, pallet quantities, and minimum order requirements. You can also hide prices and require buyers to request quotes, allowing you to enforce MOQs before finalizing pricing.

How do I handle seasonal pricing and product availability?

You can hide prices on your storefront and require quote requests, which allows you to provide current pricing based on seasonal availability, harvest cycles, and supplier costs. Update quotes with real-time pricing before sending them to buyers.

Can buyers request samples before placing large orders?

Yes. You can add custom fields to your quote form where buyers can request sample sizes, specify sample quantities, or indicate they want to evaluate products before committing to full case or pallet orders. Your sales team can then coordinate sample shipments.

Does AddToQuote work for perishable goods with temperature requirements?

Yes. While AddToQuote handles the quoting and CRM workflow, you can add custom fields to capture shipping requirements like refrigerated/frozen transport, delivery windows, and special handling notes. Your sales team can then coordinate appropriate shipping methods.

Can I include compliance documentation like certifications and allergen info?

Yes. You can upload PDF files (spec sheets, certifications, allergen statements, nutrition facts) to individual quote responses. Buyers receive these documents along with their quote, ensuring they have all compliance information before ordering.

Ready to Streamline Food & Beverage Quotes?

Join food and beverage distributors using AddToQuote to handle seasonal pricing, case quantities, compliance documentation, and restaurant accounts on Shopify.

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14-day free trial. Full access to all features.