Bathroom Showroom Quote Management App

Why Showroom Teams Need Guided Quote Management

Showroom sales teams often work with large product catalogs, compatible accessories, multiple finishes, and customer-specific pricing. A quote manager gives staff a structured way to build accurate proposals while keeping the result easy for customers to understand.

Quote Pipeline

The main workspace lists draft, sent, and converted quotes with customer details, quote numbers, totals, and status. Sales staff can find active work quickly and open any quote for further editing.

Guided Product Selection

Products can be added by category, range, finish, or compatibility rules. Structured selection helps prevent incomplete combinations and reduces the chance of choosing the wrong SKU or accessory.

How Retool Can Support the Workflow

Retool can connect the quote interface to product data, customer records, pricing rules, and Shopify Draft Orders. Forms, tables, selectors, and modals allow staff to create and revise quotes without exposing internal catalog complexity to customers.

Benefits for Showroom Sales Teams

• Create polished quotes from one guided workspace
• Reduce product and compatibility mistakes
• Track drafts, sent quotes, and conversions
• Keep pricing and customer information together
• Hand approved quotes into an ecommerce order workflow
• Give customers a clearer sales experience

• Quote table: Displays customer, quote number, value, and status.
• Guided product form: Narrows products by category, options, and compatibility.
• Price calculations: Updates totals as products and quantities change.
• Status workflow: Tracks draft, sent, accepted, and converted quotes.
• Customer-facing preview: Produces a clear quote for review.
• Shopify handoff: Can create a Draft Order after approval.