Retail Quotes
Let retail and DIY customers create useful project information, request a professional flooring quote and move into an estimator-reviewed business workflow — without exposing trade pricing or giving customer accounts commercial quote authority.
Self-service where it helps. Professional review where it matters.
Retail customers can contribute the project information they know, while the flooring business retains control over measurements, product scope and final commercial pricing. The result is a connected customer journey without turning a DIY floor plan into an unreviewed quote.
Give retail and DIY customers a clear way to start.
Retail Quotes is designed to let a customer begin with the level of help they need — from creating a floor plan themselves to requesting a professional flooring quote.
Let customers choose whether they want to create a floor plan or request a professional flooring quote.
Different customer intentions can enter the correct workflow from the beginning.
Reduces confusion and improves conversion from enquiry to useful project data.
Allow retail users to create the basic floor plan and project information before a business becomes involved.
The customer can contribute useful project detail without needing full commercial account access.
Can reduce the amount of basic information the estimator has to collect later.
Provide a clear path for retail users who want a flooring business to review the job and prepare a quote.
The platform can distinguish a quote request from a customer who only wants to use the planning tools.
Creates a cleaner handoff into professional estimating.
Use a retail user context that is distinct from Business Owner and commercial Member access.
Consumers can use the platform without being placed inside a flooring business's commercial workspace.
Protects business tools and trade information.
Carry the retail user from planning or enquiry into quote request and professional review without forcing them into unrelated systems.
The customer journey remains connected to the project they created.
Creates a smoother experience from first measurement to quote.
Let the customer create useful project information before requesting a quote.
Retail users can use the Floor Planner workflow to capture room geometry and project context without receiving commercial estimating privileges.
Let the retail user draw the rooms and areas that make up the project.
The flooring business can receive a visual project rather than only a written description.
Improves the quality of information available at first review.
Use the same measurement-focused floor-plan workflow to build the customer's project.
The project can contain more structured dimensions than a simple enquiry form.
Gives the estimator a stronger starting point.
Allow doors and openings to be included in the project geometry.
Room relationships and transitions are easier for the receiving estimator to understand.
Improves project context before professional review.
Let the customer label rooms so the plan matches how the home or project is actually described.
The estimator can understand the project without guessing which room is which.
Reduces clarification and makes quote discussion easier.
Save the project so the retail user can return to it before submitting the quote request.
The customer does not need to complete the whole project in one session.
Supports a more practical self-service experience.
Let the customer describe what they want without exposing the business's commercial rates.
Retail users can work with product information made available for planning and quote-request purposes while commercial pricing remains protected.
Allow customers to view the products or categories made available to the retail workflow.
The customer can indicate the type of flooring they are interested in before professional review.
Gives the estimator clearer product intent.
Let the retail project reflect which material is intended for each room where the workflow allows.
The estimator receives more useful context than a generic product enquiry.
Improves the quality of the quote request.
Do not expose the flooring business's commercial or trade pricing to retail users.
Product identity and commercial pricing are separated.
Protects margins and supplier relationships.
Use retail-safe or non-pricing product data for users who are not authorised to quote.
Price protection does not depend only on hiding a number visually.
Provides stronger commercial protection.
Leave final commercial pricing to the receiving business and authorised estimator.
The customer can build the project without forcing the business into consumer-facing trade rates.
Preserves professional control of the final quote.
Turn the retail project into an actionable business enquiry.
Once the customer is ready, the project can be submitted into the quote-request workflow so the platform has both the enquiry and the supporting project information.
Create the request using the project the customer has already prepared.
The estimator can receive the same project context the customer was viewing.
Reduces duplicate explanation and re-entry.
Attach the customer's submitted details to the quote request.
The receiving business has the information needed to contact the customer.
Shortens the path from request to conversation.
Associate the request with the relevant project and room information.
The enquiry is more useful than a standalone lead with no measurements.
Improves estimator preparation before first contact.
Classify the enquiry as a retail quote lead in the lead-management workflow.
The platform can apply the correct routing logic.
Prevents retail quote requests being confused with trials or commercial software enquiries.
Maintain a workflow state for the quote request as it progresses.
The system can distinguish a new request from one that has already been quoted.
Improves visibility and follow-up.
Send the retail opportunity to the business responsible for quoting it.
Retail quote requests can use the platform's lead-routing model so the enquiry moves from the public website into the appropriate business workflow.
Allow platform administration to assign a retail quote request to a specific business.
Special or location-sensitive opportunities can be handled deliberately.
Keeps human control available.
Use a dedicated business for a selected retail quote stream where required.
Simple exclusive arrangements are easy to operate.
Reduces routing administration.
Distribute new retail quote leads across a selected business pool.
Lead allocation can scale without manual assignment for every request.
Supports a larger partner network.
Store the receiving business against the lead and quote request.
Responsibility is clear once the request leaves platform intake.
Reduces duplicate follow-up.
Retain the business-assignment history for the lead.
Administrators can understand how the request reached its current owner.
Improves accountability and troubleshooting.
Use customer-created information as a starting point, not as unquestioned commercial data.
The receiving flooring business can review the retail project before relying on it for pricing, material ordering or installation planning.
Let the estimator open the submitted project as part of the quote workflow.
The business can start with the customer's work instead of rebuilding everything immediately.
Can shorten quote preparation time.
Review the customer's geometry for obvious mistakes or missing information.
Retail input is verified before it drives commercial quantities.
Protects quote accuracy.
Confirm important measurements before the business relies on them for material calculations.
The estimator can identify when remeasurement or clarification is needed.
Reduces the risk of quoting from unreliable DIY measurements.
Check that the selected flooring product or category is appropriate and available.
The estimator can correct scope before commercial pricing is applied.
Improves quote quality.
Allow the estimator to revise the plan, quantities or scope before creating the final quote.
Automation and retail self-service do not replace professional review.
Protects installation quality and commercial accuracy.
Turn the reviewed project into a professional business quote.
After review, the authorised estimator can use Quote Magic and the business's pricing to build the customer-facing offer.
Use the approved floor-plan data and measurement rules as the starting point for the quote.
The estimator avoids re-entering measurements into a separate system.
Speeds up professional quoting.
Quote from the products maintained under the assigned business account.
The customer request is translated into the actual products the business supplies.
Creates a more practical commercial offer.
Use the business's protected pricing during quote preparation.
Retail users never need access to trade or internal pricing.
Protects margin while allowing a full customer quote to be produced.
Adjust quantities, rates and quote lines where project conditions require it.
The final proposal can reflect professional judgement rather than rigid automation.
Produces a more accurate customer offer.
Publish the quote only after estimator review is complete.
The business controls when the working estimate becomes the customer's commercial proposal.
Reduces accidental issue of unfinished pricing.
Keep the customer connected to the project through to the commercial response.
The retail workflow is designed to connect the initial self-service or enquiry experience to a professionally reviewed quote rather than ending at form submission.
Update the originating request after the customer-facing quote has been issued.
The workflow state reflects the real commercial event.
Makes progress easier to understand.
Keep the quote itself in its sent state once it has been issued.
The platform can distinguish the customer request from the commercial document created in response.
Creates clearer workflow reporting.
Provide the customer with a quote based on business-reviewed project information.
The final response is produced by the flooring business rather than by a retail pricing calculator alone.
Preserves trust and professional accountability.
Maintain the relationship between the quote and the customer-created project.
Future review can trace the commercial offer back to the geometry and scope that produced it.
Improves auditability.
Revise the floor plan or quote when customer requirements change before final acceptance.
The project can evolve without starting over from scratch.
Supports real customer decision-making.
Make self-service useful without weakening the business account.
Retail access is deliberately separated from commercial membership so customers can participate in the project without gaining business pricing or quote-authority permissions.
Keep retail users distinct from Business Owners and commercial Members.
Customer permissions can be simpler and safer.
Protects the business workflow.
Reserve commercial quote creation for authorised business users.
A customer cannot become an estimator simply by creating a project.
Protects pricing and approval controls.
Do not provide retail users with the business's internal pricing data.
Product access does not imply price access.
Protects margins and supplier relationships.
Move the retail project into an authorised business workflow before a customer-facing quote is published.
The business remains responsible for the commercial offer.
Reduces the risk of unreviewed self-service pricing.
Use permissions appropriate to each participant in the workflow.
Every user gets the information needed for their role without unnecessary access.
Creates a safer and cleaner platform experience.
From customer floor plan to professional flooring quote.
Retail Quotes connects self-service project creation, lead routing, estimator review and Quote Magic while keeping the business's trade pricing protected.
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