Systems
HomeSource CBMS HomeSource Commerce HomeSource Conversations HomeSource Gatekeeper HomeSource AI HomeSource Pay HomeSource RPS
Innovations
AP Queue Plaid Review Management
Website
ABW Appliances Albo Appliance Fuse Specialty Appliance Hagedorns Appliance Royal Green Rubinet Snyder Diamond
Success Stories
Appliance Solution Bill & Rod's Appliance Davie's Appliance Gorman Bros Marc's Appliance Warehouse Perryton Furniture Shore Appliance
Learn
Blog Learning Paths Webinars White Glove Customer Support
Connect
Careers Events Meet the Team Nexus: HomeSource User Conference Our Story
Contact Schedule a Demo
Sales Quote Management for Appliance, Furniture & Plumbing Retailers | HomeSource CBMS

HomeSource CBMS

Build the quote. Win the sale.

When a customer is ready to talk numbers, your team shouldn't be stuck in a spreadsheet. CBMS builds an accurate quote fast, then turns it into an order in one step when the customer says yes.

Schedule a Demo Back to CBMS

The problem

The quote is the easy part. Everything after “yes” is where it breaks.

Your team builds the quote in one tool and looks up pricing in another. When the customer says yes, someone re-types all of it into an order. Numbers drift. Quotes get lost. The customer waits.

The payoff

Say yes, and it’s already an order.

In CBMS, the quote is connected from the first line item. Pricing, stock, and customer notes stay live as your team builds it. When the customer is ready, one action turns the approved quote into an order, every detail intact. No re-typing. No second system.

  • Pricing your team can stand behindEvery quote reflects current pricing rules, approved discount limits, and available stock.
  • Quotes that stay usableA quote from six weeks ago is still there. Pull it up, update what changed, and convert it without starting over.
  • Service contracts captured upfrontAttach an extended service contract at the quoting stage so the customer sees the full cost, and it follows through to the order.
A sales quote open in HomeSource CBMS

Common Questions

What retailers ask about CBMS Quotes.

Straight answers to the questions that come up most.

Yes. Quotes support room assignments and product groupings, so your team can present a multi-room package in a way that's clear and organized for the customer.
Quotes stay in the system indefinitely. Your team can pull up any quote, update pricing or products, and convert it when the customer is ready.
Yes. Pricing levels and discount rules are set in your system configuration. Your team applies them within approved limits directly on the quote.
Yes. Both reflect the same inventory in real time, so the stock your team quotes is the same stock that allocates when the order is confirmed.

See how CBMS Quotes works on your sales floor.

We'll walk through your current quoting process and show exactly where CBMS tightens it up.

Schedule a Demo