Purpose
Learn how the Batch Quote workflow helps manage large buyback deals from the initial quote creation process through customer approval, shipment, reconciliation, and final payout.
The Batch Quote flow is designed to simplify high-volume trade-in operations while providing a more reliable and consistent experience for both partners and customers. The workflow aligns with other Reusely flows, such as Widget, In-Store, and Mail-In, by improving item search reliability, custom item creation, notifications, customer portal behavior, and overall usability during quote creation.
How's the Default Batch Quote Workflow
1. Quotes
Purpose
A Batch Quote offer is created and saved as a draft quote.
Key Features
Improved item search behavior aligned with Widget and Trade-In flows
Sticky page header keeps navigation and Continue button visible while scrolling
Item groups can now be collapsed or expanded for easier pricing management
Support for both existing catalog items and custom item creation
Custom Item Options
If an item is not found during search, users can now create custom items using two methods:
Half Custom
Select a parent item category such as:
Apple → iPhone
Then:
Name the item
Fill pricing for each existing condition
Fully Custom
Select Add Custom Item and manually create:
Item name
Item group
Custom conditions
Pricing for each custom condition
Next Steps
Once the quote is ready and sent to the customer for review and signature, move it to Pending Contracts.
2. Pending Contracts
Purpose
The Batch Quote has been emailed to the customer and is waiting for review and signature.
Key Features
Batch Quote Confirmation notification can be enabled from Notification Settings
Duplicate offer detail links in email templates have been removed for cleaner communication
Next Steps
After the customer signs the agreement, move the offer to Signed Contracts.
3. Signed Contracts
Purpose
The customer has reviewed and signed the Batch Quote agreement.
Customer Portal
The Reset Sign Contract button is always visible
The button remains disabled until a signature is added
Next Steps
When the customer ships their devices, move the offer to In-Transit.
4. In-Transit
Purpose
The devices are currently being shipped to your facility.
Next Steps
Once the shipment arrives, update the offer status to Received.
5. Received
Purpose
All devices associated with the Batch Quote have arrived at your facility.
Next Steps
Move the offer to Reconciled to begin inspection and reconciliation.
6. Reconciled
Purpose
Devices have been inspected and compared against the original quote details.
Next Steps
Transition the offer to Payout Processing to begin payment processing.
7. Payout Processing
Purpose
The payout for the Batch Quote is currently being processed.
Next Steps
Once payment is successfully sent, move the offer to Completed – Payment Sent.
8. Completed – Payment Sent
Purpose
Payment has been successfully sent to the customer, and the Batch Quote process is fully completed.
By following these stages, your team can track every bulk quote from draft to payout, keeping complex deals organized, transparent, and easy for both your staff and your customers to manage.
Summary
The Batch Quote workflow is designed to provide a smoother and more reliable experience for managing high-volume trade-in deals. With improved item search, flexible custom item creation, cleaner customer interactions, improved notifications, and a more organized quote creation interface, partners can efficiently manage complex buyback operations from quote creation to final payout.