A wholesale portal should let a known buyer turn a filled cart into one quote request without retyping lines. Week one on Parcel Build is that first working version: cart contents become a quote for sales to price, with the buyer still owning the request in-portal. You own the code. Flat monthly. See custom software for wholesalers. If convert cart to quote in a wholesale portal is the gap, start a free 30-day build.
When should a buyer convert a cart to a quote instead of checking out?
Week one can cover a known buyer submitting a filled basket as one quote request with lines and quantities intact. Checkout for list or contract price, multi-supplier marketplace RFQs, and full CPQ configuration engines can wait until that path earns its keep.
On Parcel Build, week one is a first working version of that path. Flat monthly. You own the code.
Why emailing a cart screenshot loses lines, quantities, and account context
Someone screenshots the cart or pastes SKUs into an email. Quantities drift. Account context disappears. Sales rebuilds the basket by hand and prices the wrong mix. The buyer cannot see the request status in the portal.
The stall is a missing cart-to-quote path. Lines never become one owned quote request under the signed-in account.
What stays out of month one
Defer full CPQ configuration engines. Defer multi-supplier marketplace RFQs. Defer carrier rate shopping. Month one is a known buyer turning a filled cart into one quote request with lines intact for known accounts.
FAQ
Is convert-cart-to-quote the same as a blank RFQ form?
No. A blank RFQ form asks the buyer to start from an empty request. Convert cart to quote keeps the filled basket lines and quantities and turns that basket into one quote for sales to price. They can sit together later. Week one can prove cart-to-quote without rebuilding blank RFQ intake as the primary path.
Does week one need to post the quote into ERP before the buyer can submit from the cart?
No. Week one can let the buyer submit the cart as a quote request and show that request in-portal. Posting into other systems can wait until that path earns its keep.
Next step
If convert cart to quote in a wholesale portal is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.