CUSTOM QUOTE MANAGEMENT

From Custom Quote Request to Confirmed Order — All in One System

Capture custom quote requests with BakeSmart Custom Inquiries — the workflow that unifies requests, quotes, and orders in one place.

See Example Form Schedule a Demo

THE PROBLEM

Why Custom Quote Requests Are So Hard to Manage

Custom orders should be high-value sales — instead they often become your biggest operational headache.

Without BakeSmart

✗ Endless back-and-forth with customers
✗ Missing or incomplete details
✗ Manual quote creation
✗ Re-entering orders multiple times
✗ Emails, DMs, texts, and voicemails everywhere
✗ Qualified leads slipping through the cracks

With BakeSmart

✓ One branded quote request form for all custom orders
✓ Complete customer details captured up front
✓ Every message and photo in one conversation thread
✓ Quotes generated from your real products and pricing
✓ Approved quotes convert directly into live orders
✓ A clear pipeline from request to production

HOW IT WORKS

From Quote Request to Production — Without the Chaos

BakeSmart keeps every message, detail, and decision connected — from the first quote request to the final order.

Publish Your Quote Request Form

Publish a branded quote request form on your BakeSmart subdomain — no embedding or development required. Share it on your website, social profiles, Google listing, or anywhere your customers are already clicking “Request a Quote.”

One link. No code. Live in minutes.

Capture Complete Quote Details

Every request arrives with the information you need to price accurately:

Event date and fulfillment type
Guest count and budget range
Design notes and inspiration photos

No more chasing customers for missing details.

Manage the Conversation

All messages, photos, and updates stay connected to the quote inside BakeSmart, so your team always has the full context.

Your team always sees the full context, and conversations and details don’t fall through the cracks.

Generate & Send the Quote

Convert the request directly into a BakeSmart order.

Approve & Convert to Order

The customer reviews the quote, requests changes, or approves. With one click, the quote becomes a live order on your production schedule.

No duplicate entry.
No mistakes.
No confusion.

One click converts approved quotes into a live, trackable order.

For Bakeries

Capture More Qualified Custom Leads

Bring in serious customers with complete details, not half-finished requests.

Reduce Mistakes & Miscommunication

All conversations, photos, and changes stay connected to each order.

Cut Admin Time on Every Custom Order

No more chasing info, re-entering data, or rebuilding orders.

Close More Orders, Faster

Send quotes quickly and turn approvals into real orders with one click.

For Your Customers

Request a Quote Without the Back-and-Forth

Everything they need to share — details, photos, notes — in one simple form.

Get Clarity on Pricing and Details

Customers see structured options instead of guesswork and email threads.

Enjoy a Professional, Transparent Experience

Instant communication, clear pricing, and easy approvals make custom orders smoother.