What does a wholesale quote form need to collect?

Eight fields cover most B2B ecommerce qualification: company name, contact name, business email, company website, industry/use case, estimated quantity per order, reorder frequency, and product or SKU list. Three optional fields handle the edge cases: phone (improves response time), tax-exempt checkbox (B2B-mandatory in the US), and preferred payment terms (NET-15/30/60/Prepay). Anything beyond these eleven adds friction without adding qualification value.

Do I need the tax-exempt checkbox?

If you sell into the US, yes. Tax-exempt buyers (resellers, non-profits, government) need to provide a resale certificate or exemption certificate before you charge sales tax; missing the checkbox means you either over-charge tax (and field the complaint email) or under-charge and eat the liability. Outside the US the equivalent is VAT-exempt status; the form should accept the equivalent disclosure for the buyer's jurisdiction.

Should the form be on the product page or a dedicated page?

Both. The product page should show a 'Request bulk pricing' link that opens the form in a drawer or modal, pre-filled with the SKU. A dedicated /wholesale page should host the same form for buyers who arrive via search or referral. Splitting the form across two surfaces does not duplicate work because the configurator emits the same HTML for both - just paste in two places.

Does Yokaify handle wholesale qualification?

Yokaify's qualifier-template intervention can do a first pass - it asks the same MOQ, frequency, and payment-terms questions in conversation, then routes the lead to the right human (sales rep for high-volume buyers, automated email reply for sub-MOQ buyers). The configurator's JSON output is the schema the Yokaify intervention reads from; configuring once propagates to both the form and the chat.

Wholesale Quote Form Configurator

Fields to collect

Minimum order quantity

units

Buyers below this number see a self-serve checkout link instead of the RFQ confirmation.

Payment terms offered

Most published B2B-payment data (Forrester B2B Buyer 2024, Atradius B2B Payment Practices 2025) shows NET-30 as the most common default and Prepay as the typical faster-ship option. NET-60 is rare except for established wholesale relationships.

Form quality · 9 fields

Healthy

Healthy field count. Captures qualification data without overwhelming the buyer; expected completion 50–65% on B2B traffic.

Vanilla HTML + JSON, no framework lock-in. Drop into a Shopify section, a WooCommerce shortcode, a Next.js Server Component, or plain static HTML.

What this does

Pick your fields, set a minimum order quantity (MOQ), choose payment terms, and copy out either vanilla HTML or a JSON schema. The same output drops into Shopify, WooCommerce, Next.js, or plain HTML.

Why wholesale needs its own form

Wholesale buyers are a small, high-value group, often 4-9% of inbound contacts on B2C-primary stores but 30-50% of long-run order value. They have different questions: MOQ, payment terms, SKU mix, and they expect a human reply.

Standard checkout cannot serve them. Stores with a proper quote form convert wholesale traffic at 35-50%; stores that force buyers through normal checkout convert them at 5-15% on first contact.

The eleven fields

The eleven fields and what each one qualifies for
Field	Qualifies for	Drop if
Company name	Routing - which sales rep owns the account	Never. Required.
Contact name	Personalising the response email	Never. Required.
Business email	The reply channel; also catches gmail/personal addresses for filtering	Never. Required.
Phone	Faster response option; ~30% of buyers fill it	Optional. Drop only if your sales process is email-only.
Company website	Quick credibility check; catches scrapers and shell companies	Never. Required.
Industry / use case	Routing to the rep who knows the use case	Optional, but it costs almost nothing and improves response quality.
Estimated quantity per order	MOQ qualification; sub-MOQ buyers get a self-serve link instead	Never. Required.
Reorder frequency	Lifetime-value forecasting; affects pricing tier offered	Optional - cuttable if your pricing tiers are quantity-only, not frequency-aware.
Product or SKU list	The actual quote work; quote without SKUs is impossible	Never. Required.
Ship-to country	Tax, customs, freight cost, fulfilment region	Drop only if you ship to one country.
Tax-exempt checkbox	US resellers / non-profits / government	Drop only if you do not sell into the US or equivalent VAT regime.
Preferred payment terms	Sets expectation; gates the credit review	Drop only if you offer one term (e.g. Prepay-only on first order).

Setting MOQ

Too low (1-10 units): wholesale turns into discounted retail and your margins erode.
Too high (200+ units): boutique resellers and small chains self-disqualify, and the order never happens.

Set MOQ from your unit economics: fulfilment cost per order plus your gross-margin floor.

Payment terms

NET-30 is the default expectation for B2B in 2026. A credit pattern that works:

NET-30 on the first order for verified buyers (business domain, real website, MOQ met).
NET-60 after two on-time NET-30 payments.
Prepay always available, often with a small discount.

The form captures the buyer's preference; your routing decides what to actually offer.

Form configurator

The configurator with fields toggled on, an MOQ value set, and payment terms selected, next to the exported HTML and JSON schema.

Toggle the fields you need, then copy the HTML or JSON.

Installing it

Shopify: Plus stores can supplement native B2B with custom fields; other stores drop the form into a section file and submit to a form processor. See Shopify B2B vs third-party.
WooCommerce: paste into a child-theme template or shortcode. See WooCommerce wholesale plugins compared.
Next.js / headless: submit to a route handler and validate against the JSON schema, which also feeds your email template and CRM mapping.
Webflow / Framer: paste into a custom-code embed; port the styles to inline CSS if Tailwind is not enabled.

With Yokaify

Yokaify's qualifier intervention can ask the same MOQ, frequency, and payment-terms questions in chat and emit the same JSON schema. Use both: the form for buyers who want to type it once, the chat for buyers who want to talk it through.

What to do next

Pick your field set above.
Set MOQ to protect your gross-margin floor.
Choose payment terms; default to NET-30 plus Prepay.
Place the form on the product page (drawer, pre-filled SKU) and a dedicated /wholesale page.
Wire submissions to your form processor or CRM.
Route sub-MOQ buyers to a self-serve link and MOQ-met buyers to a sales rep.
Auto-acknowledge within 60 seconds; aim for a human reply within 4 hours.
Review MOQ quarterly against real order economics.

For the broader workflow, see the B2B ecommerce guide.

Frequently asked questions

Eight required fields plus three optional: company name, contact name, business email, company website, industry, estimated quantity, reorder frequency, SKU list, ship-to country (required), and phone, tax-exempt, payment terms (optional).