Purpose
The Batch Quote feature helps businesses manage large-volume trade-in transactions more efficiently by simplifying quote creation, item management, customer approval, reconciliation, and payout processing.
The workflow is designed to reduce manual work, improve quote accuracy, and create a more consistent experience across Batch Quotes, Widget, Mail-In, and In-Store trade-in flows.
With improved item search reliability, flexible custom item creation, cleaner quote management tools, and improved customer portal interactions, Batch Quotes make it easier to handle complex trade-in deals from start to finish.
Note
Get an unlimited Batch quote by upgrading to the Enterprise Plan.
Steps
1. Accessing the Feature
From the Dashboard:
Go to Offer Management
Open the Batch Quote tab
This is your main workspace for viewing, creating, and managing Batch Quote requests.
2. Filtering Batch Quotes
The Batch Quote Management page includes filtering options to help locate quotes faster.
Use the Filter button to refine your results by:
Date Range
Item Condition
Payout Method
Sales Person
Courier
Additional Options
This helps you quickly locate the exact Batch quotes you need.
3. Creating a New Batch Quote
A. Starting a Quote
Click Create Batch Quote to start creating a quote that includes multiple items or customers.
B. Input Existing Customer
Simply start typing the name or scroll to choose it from the list.
C. Adding a New Customer
If the customer isn’t listed:
Click Add Customer
Fill out details such as:
Business or school Name
Primary Contact
Email and phone number
Shipping from address
Optional: building, floor, or room number
Expected Shipped Date
D. Saving Customer Info
Once saved, the customer details will appear on the page. You can also switch to another customer if needed.
E. Adding and Managing Items
Search Existing Items
Use the item search bar to search products.
The search behavior now matches the experience used in:
Widget flow
In-Store flow
Mail-In flow
Add Custom Items
If the item is not found, you can now create custom items using two methods:
Half Custom
Select a parent item category such as:
Apple → iPhone
Then:
Name the item
Enter pricing for available conditions
Fully Custom
Select Add Custom Item and manually create:
Item Name
Item Group
Custom Conditions
Pricing for each condition
Manage Item Groups
Item tables can now be collapsed or expanded to reduce clutter and improve visibility during pricing input.
Managing Items
Adjust quantity, condition, and price. Set or edit the condition and price for each item to match your offer. (1)
Quoted Price scrollbar appears (range: 0%–100%). Adjust the quoted price as needed. (2)
Use the X icon to delete any item. (3)
(1)
(2)
(3)
F. Configuring Quote Details
Representative Details
In the Representative Details section, you can notify the assigned agent by email and update their name or email if needed.
Additional Options
You can:
Add a memo
Use custom fields
Add up to 5 additional shipping labels
G. Reviewing and Finalizing
Review the Contract
Scroll up to double-check all the details in the contract before moving forward.
Proceed to Quote Details
Click Continue when you're ready to move to the next step.
4. Processing Batch Quote
A. Update Status
On the Quote Details page:
Click to update the quote’s status.
If the customer hasn’t signed yet, you can move it to Pending Contracts.
Confirm changes by clicking Yes, Proceed.
Note
From Starter to Pro Plan, you can only make 3 Batch quotes. Access the Enterprise Plan to get an unlimited Batch quote here.
B. Offer and Shipping Information
Offer Info
This section includes:
Offer ID
Date
Source and referral source
Shipping Details
View or edit shipping info.
Click Add Additional Shipping Label.
Enter the number of labels and click Create Label after preview.
C. Editing Customer and Payout Information
Quote Information
Includes:
Customer name and contact details
Address and building info
Customer Portal link and print label option
Edit Customer Info
Click Edit to update the customer name, address, building/floor, or phone number.
Payout Section
Click Edit to update payout method
Choose a new method and click Save
D. Adding More Items and Notes
Adding More Items
Return to the Item Section and click Add Item to include more products.
Uploading Images
Use the Image Upload section to drag and drop the downloaded receipt and contract.
📝Notes
Download the files by clicking the kebab menu icon > Print Contract and Print Receipt
After uploading the files, move the status to Pending Contracts
Signed Contracts
Navigate to Signed Contracts to manage your customers’ contract documents.
Note
The customer needs to sign the documents when they are on Pending Contracts or Reconciled steps.
Adding Notes
Use Customer Note or Internal Note sections to leave additional information.
E. Reconciled Items
Ensure Status
Ensure the status is Received first before changing it to Reconciled.
Item Sections
On the Item sections:
Under the Active tab, click Reconcile on the items you want to process. (1)
Fill in the required fields:
Item Name
Color
Condition
Payout
Quantity
IMEI/SN and Notes (2)
Click Save Changes. (2)
(Optional) Apply a promo code, or print QR/Barcode labels. (3)
Click the three-dots icon to edit, view phonecheck data or delete your plan. (4)
(1)
(2)
(3)
(4)
F. Update Status
On the Quote Details page:
Click the pencil icon to update the Status.
Click Update Status to confirm.
Note
Customer needs to reconcile at least one item.
G. Final Options and Customer Contract
Options Menu
At the top-right corner of the quote, access:
Shipping Kit
Print Contract
Print Receipt
Offer Change Log
Resend Shipping Label
Archive Offer
E. Customer Portal and Signing
Pending Contracts
Login to Customer Portal.
Find the Batch Quote and click View Offer. (1)
Scroll to see the Contract Information. (2)
Scroll again to the contract section where the customer can:
Enter full name
Click Accept and Sign to complete the agreement (3)
(1)
(2)
(3)
(4)
Signature Improvements
The Reset Sign Contract button:
Is always visible
Remains disabled until a signature is added
Reconciled Stage
Customers can also:
Review reconciliation reports
Sign updated reconciliation documents directly from the portal
Signed documents will appear inside the Signed Contracts section.
Note
The customer will not receive an automatic email notification at this time. You’ll need to email them manually using the Customer Portal link. (4)
F. Reconciled
Login to Customer Portal.
Find the Batch Quote and click View Offer. (1)
Scroll to see the Reconciliation Report. (2)
Scroll again to the contract section where the customer can:
Enter full name
Click Accept and Sign to complete the agreement (3)
(1)
(2)
(3)
(4)
Note
The signed document will appear in the Signed Contracts section. (4)
Tips & Notes
Regularly review your Batch Quote list to track pending or expiring deals.
Use Internal Notes to keep your team aligned on order context and updates.
Customers must reconcile at least one item before you can update the quote status.
Archived quotes remain accessible for reporting and audit purposes.
A new notification called Batch Quote Confirmation is now available in Notification Settings.
The notification is triggered immediately when a Batch Quote is created.
Default notification state: OFF
Generated Batch Quote PDFs now display the Memo label more clearly.
PDF formatting has also been improved for better customer readability.
Reusely’s Batch Quote feature helps you create and manage quotes faster, more accurately, and with less manual effort. Deliver tailored quotes to customers, simplify operations for your team, and improve the overall quoting experience in one streamlined tool. The Batch Quote feature in Reusely is designed for businesses looking to streamline their quoting processes and save time managing multiple requests. If you need help or have questions, please get in touch with Reusely Customer Support. We’re always happy to assist you.