Automate Wholesale Quotes in Chat

By Alva Chew 5 min read Updated November 11, 2026

Turn a wholesale enquiry into a priced quote in the same conversation. AeroChat collects the products, quantities and delivery details, checks stock, applies your wholesale price breaks and minimums, and creates the quote in your store as a draft order with a checkout link, or sends a payment link. Large or unusual requests go to your sales team with everything filled in. It runs on WhatsApp, Instagram, Messenger, web chat, email and every other channel.

Trade buyers want a number quickly and they rarely send everything you need in the first message. This workflow collects it, prices it by your rules and gets the buyer to a quote they can pay.

What customers ask

  • “What’s your price for 200 units?”
  • “Do you do wholesale?”
  • “Can I get a quote for 50 of each color?”
  • “What’s the minimum order?”
  • “How long does a bulk order take to ship?”

What AeroChat does, step by step

  1. Asks for the business name, the products, the quantities and the delivery address.
  2. Checks stock for each item in your store.
  3. Applies your wholesale price breaks and minimum order quantities from your price list or your wholesale app.
  4. Reads back the quote with unit prices, the total, shipping and lead time.
  5. Creates the quote in your store as a draft order and sends its checkout link, or sends an Airwallex payment link for the total or a deposit. Payment is detected automatically.
  6. Passes orders above your limit, custom pricing or new trade accounts to your sales team with the quote attached.

The systems it uses

  • Your store platform. Shopify, WooCommerce and Wix are built into AeroChat, and so is the Google Sheets store for chat-only sellers. On Shopify, the quote is a draft order with a secure checkout link, and stock can be reserved for it.
  • Your wholesale pricing. A price list in AeroChat’s knowledge base, or a wholesale app such as BSS B2B Wholesale, Sami B2B Wholesale or SparkLayer, connected through its API.
  • Airwallex, for deposits and payment. Built in. AeroChat never sees card numbers and never holds your funds.

What it looks like on WhatsApp

Customer: Hi, I run a cafe. Price for 120 of the Kiln mugs? (example)

AeroChat: Thanks. Which color, and where should they be delivered?

Customer: 60 white, 60 charcoal. To 40 Harbor Street, Boston.

AeroChat: Both are in stock. At 100 units or more the wholesale price is US$9.50 a mug (example), so 120 mugs come to US$1,140, plus US$45 freight. They ship in 3 business days. Here is your quote with a checkout link, valid for 7 days.

In Shopify: a draft order for 60 white and 60 charcoal Kiln mugs at US$9.50 each, with freight and the cafe’s address, tagged “wholesale quote”. It becomes an order when the buyer pays at the checkout link.

The recipe

Copy this into AeroChat

When someone asks for a wholesale or bulk price, follow these steps.

  1. Ask for their business name, the products, the quantities per variant and the delivery address.
  2. Check stock for each item. If something is short, say how many we have and when more arrive, if our knowledge base says.
  3. Apply our wholesale price breaks: 50 to 99 units at 15% off, 100 units or more at 25% off (example). Our minimum order is 50 units (example).
  4. Quote the freight from our shipping rates and the lead time from our knowledge base.
  5. Read back the unit prices, total, freight and lead time. Create the quote as a draft order tagged “wholesale quote” and send its checkout link, valid for 7 days (example).
  6. If the order is over US$5,000 (example), they ask for custom pricing, or they want payment terms, hand the conversation to our sales team with the quote attached.

Never go below our wholesale prices. Reply in the customer’s language.

Change the price breaks, the minimum order and the hand-over limit to match your price list before you paste it.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist of what is left: connect your store and any app the recipe uses, add your policies to the knowledge base, then switch it on.

Where it runs

The same workflow runs on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your website and email. On TikTok Shop it answers in buyer chat, and it supports Shopee and Lazada too. Your store stays the record whichever channel the customer uses.

Channel versions: WhatsApp quote requests and WhatsApp B2B reorders. For trade suppliers, see the quote request recipe for B2B suppliers.

Questions

Can buyers pay the quote straight away?

Yes. They pay at the draft order’s checkout link, or by an Airwallex payment link in the chat. Payment is detected automatically.

Can AeroChat give different prices to different trade accounts?

Yes, if the prices live in your wholesale app or your price list says which tier each account is on.

What about payment terms, such as 30 days?

Terms are your team’s decision. AeroChat passes those requests on with the quote ready.

Does it hold the stock for the quote?

On Shopify, a draft order can reserve stock until a date you set. Say so in the recipe if you want it.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

Send your first wholesale quote from chat

Add your price breaks, paste the recipe, and ask your own chat for a bulk price.

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On Shopify? Install AeroChat from the Shopify App Store.