Cart, Quote & Share

Overview

One seamless flow for commerce, lead capture, and collaboration. Push the configured product to your cart, trigger a quote request with metadata and attachments, or share a trackable configuration link with your team or clients.

Cart and quote sharing support buying committees and collaborative sales motions. A completed configuration can be reviewed by teammates or customers without losing option context, then converted to order when stakeholders agree. It replaces screenshot-and-email workflows with a shareable source of truth.

Key Benefits

Fewer steps and a smoother path to purchase.

• Deep eCommerce hooks to PDP/checkout
• Lead gen forms with file and note fields
• Shareable, versioned configuration links

How It Works

1. 1

   Complete a configuration

   Buyers finalize a valid product build with visuals and pricing.

2. 2

   Save or share the cart

   Send a shareable link so teammates, purchasing, or a salesperson can review the same build.

3. 3

   Collaborate on the quote

   Iterate on options without losing the configuration context.

4. 4

   Checkout when ready

   Convert the shared configuration into an order once stakeholders approve.

Use Cases

• B2B buying committees reviewing a configured product before purchase.
• Sales engineers collaborating with customers on complex builds.
• Retail associates saving a customer’s configuration for follow-up.
• Procurement teams comparing alternate valid configurations.

Who It’s For

Great for B2B2C, dealer networks, and project-based sales.

• Webhook events and custom handlers
• UTM tracking and campaign attribution
• Embed-ready on product detail pages

Frequently Asked Questions

Do shared links expire?

Share settings can match your sales process so saved configurations remain available for the review window you need.

Can a shared configuration still be edited?

Recipients can continue configuring within your rules, or lock the build depending on how you set the flow.

Is sharing available for quotes and carts?

Yes. Teams can share configured carts and quote packages so everyone reviews the same options and price.