Dealer Portals
Letting Dealers Quote Under Their Own Name
White label quoting for dealers lets your trade accounts send quotes under their own logo and markup, built from your catalogue and rules. How it works.
White label quoting for dealers means your trade accounts can build a quote from your catalogue, add their own markup, and send it to their homeowner client under their own logo, with your name and wholesale price nowhere on the page. It turns your ordering system into a sales tool for the people who resell your products, which gives them a practical reason to send more orders your way.
Why dealers want their own name on the quote
A kitchen designer or small cabinet dealer is selling a relationship. Their client hired them, trusts them, and expects paperwork that comes from them.
When that dealer has to quote your doors, they usually do one of three things today:
- Retype your price list into their own spreadsheet, add markup, and build a quote by hand.
- Send your price, which reveals their margin to the client.
- Ask your office to prepare something, which costs you time and delays their sale.
None of these are good for you. The first introduces errors. The second damages your dealer's business. The third makes your team an unpaid quoting service.
What white label quoting for dealers should include
A dealer-branded quote needs a short list of features to be useful:
- The dealer's logo and business details at the top, with no reference to your company unless the dealer chooses it.
- Their markup applied, either as a percentage across the quote or per line, so the client sees the dealer's retail price.
- Your product rules still enforced, so the dealer cannot quote a door size you cannot make.
- A clean description of each item (style, finish, size, quantity) the homeowner can understand.
- One step to convert the quote into an order with you when the client says yes, at the dealer's wholesale price.
That last point is what makes the feature valuable to both sides. The dealer quotes at retail, the client approves, and the order that reaches you is already correct and priced at the dealer's tier.
How the money flows
It helps to be clear about who is selling what to whom. In a typical setup:
| Step | Who is involved | Price used |
|---|---|---|
| Dealer builds quote | Dealer | Dealer's retail (wholesale plus markup) |
| Homeowner approves | Homeowner and dealer | Dealer's retail |
| Dealer collects payment | Homeowner pays dealer | Dealer's retail, on the dealer's own terms |
| Dealer places order | Dealer orders from you | Dealer's wholesale tier |
| You invoice the dealer | You and dealer | Wholesale, by card or on terms |
You never touch the homeowner's payment. The dealer keeps their client and their margin. You get a clean order. If dealer tiers are new to you, see dealer pricing tiers without the spreadsheet.
Watch your language on the document
A quote sent to a homeowner should say "Quote" at the top, state what it includes, and avoid anything that reads like a bill. Words like "Invoice" or "Amount due" on a document that is only a price estimate confuse buyers and can stall a sale. Keep the vocabulary consistent: a quote is a price before ordering, an order is what the client commits to, and an invoice is money owed. There is more on this in quote, bid or invoice.
Also consider:
- An expiry or validity date that matches what the dealer can honour.
- Lead time wording that the dealer controls, since they know their install schedule.
- Terms and conditions belonging to the dealer, since the contract with the homeowner is theirs.
Rolling it out to your trade accounts
Dealers will not all want this on day one. A practical approach:
- Offer it first to dealers who already resell to homeowners and complain about quoting time.
- Help each one upload their logo and set a default markup.
- Have them send their next real quote through the portal, then follow up to see what they changed.
- Share a short example quote with the rest of your accounts so they can see what their clients would receive.
Because the quotes come from your catalogue, a price or product update you make shows up in every dealer's next quote. That removes the stale price lists that float around between dealers.
The business case for you
White label quoting is a feature you give away to make your dealer programme stickier. A dealer who quotes every job in your system is less likely to shop the same job to another manufacturer, and their orders arrive in a format your shop can use. It sits naturally alongside the other parts of a B2B dealer portal: logins, tiers, POs and terms.
How Inlay handles this
- Dealers using the Inlay dealer portal can send quotes to their own clients under their own logo and markup.
- Quotes are built from your catalogue, so your size and option rules apply to every line.
- When the client approves, the dealer orders from you at their own price tier, with a PO number and card or Net 15, 30 or 60 terms through your Stripe account.
- The dealer portal is included in the Showroom ($299/mo) and Multi-brand ($599/mo) plans.
Book a 20-minute demo to see a dealer-branded quote built from your catalogue.