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. Assigning a Representative
Each Batch Quote can be assigned to a representative responsible for managing the offer.
The assigned representative helps identify who is handling the Batch Quote and can also receive status update emails for the offer
.
To assign or change the representative:
Locate the Representative section.
Click Edit.
Select the team member who will manage the Batch Quote.
Click Save.
The representative information includes:
Name – The assigned team member.
Email – The representative's email address.
Note: Enabling Email Representative sends status update emails for this Batch Quote to the assigned representative. This includes general offer status updates but does not send notifications for Quotes, Payout Processing, or Payment Sent events.E. Adding and Managing Items
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.
Quoted Price scrollbar appears (range: 0%–100%). Adjust the quoted price as needed.
Use the Trash icon to delete any item.
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.
If you don't need to see the contract preview, you can click Hide Preview Contract to collapse it and create more workspace.
Proceed to Quote Details
Click Continue when you're ready to move to the next step.
Note
To learn how to process a Batch Quote after it has been created, please refer to the Processing a Batch Quote guide: Processing a Batch Quote
Summary
Reusely's Batch Quote feature helps businesses streamline high volume trade in transactions by allowing you to create, manage, and process multiple items within a single quote. From adding customers and assigning representatives to managing custom items, pricing, contracts, and shipping labels, Batch Quote centralizes the entire workflow in one place.
Whether you're preparing quotes for schools, businesses, or enterprise customers, Batch Quote reduces manual work, improves pricing accuracy, and creates a more efficient quoting experience from creation through completion.