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Quoting & negotiation

What is a B2B quote app, and does your Shopify store need one?

By QuotWay Team · June 20, 2026 · 7 min read

A B2B quote app is software that adds a request-a-quote workflow to your Shopify store: it lets business buyers ask for a price instead of checking out, gives you a place to send a priced proposal and negotiate it, and turns the accepted quote into a real Shopify order. It exists because B2B buyers don't buy like retail shoppers - they ask for pricing, negotiate terms, and need an invoice - and a standard storefront cart isn't built for that conversation.

This guide defines what a B2B quote app does, the signs your Shopify store needs one (and the signs it doesn't yet), and what to look for if you decide to add one.

What a B2B quote app is

A B2B quote app is a Shopify app that handles quoting: the back-and-forth between "what's your price for this?" and "here's a real order." Where a retail checkout assumes a fixed, published price and an immediate card payment, a quote app assumes the price is negotiated and the order is created afterward.

In practice it adds three things your storefront doesn't have on its own: a way for buyers to request a price, a workspace for you to respond and negotiate, and a bridge to convert the agreed quote into a Shopify order. Everything else a quote app does - hiding prices, capturing custom details, routing approvals, applying terms - supports that core request → negotiate → order loop.

What a B2B quote app does

The specific jobs a capable B2B quote app handles map to the stages of a B2B sale:

  • Capture the request. Add a "Request a quote" button to products, the cart, or your whole catalog, and collect the details you need to price - quantities, company, delivery, target price.
  • Hide retail prices for the buyers you choose, so wholesale and trade buyers ask for pricing instead of seeing your public rate.
  • Send a proposal and negotiate. Reply with priced lines, discounts, and shipping, then handle counter-offers from the buyer - ideally with a versioned record of every round.
  • Route approvals when a deal needs sign-off, on your side or the buyer's organization's.
  • Convert to an order. Turn the accepted quote into a real Shopify draft order with the negotiated prices carried over, so you invoice and fulfill in Shopify.

A basic quote app stops at the first step - a form that emails you a request. A full one runs the whole loop. The difference matters most exactly where B2B deals are won: in the negotiation and the clean handoff to an order. QuotWay's feature set is organized around that full loop.

Signs your Shopify store needs a B2B quote app

You probably need one if several of these are true:

  • Buyers email you for pricing instead of checking out, and those threads are scattered and hard to track.
  • You quote the same products repeatedly at negotiated prices, and you're retyping numbers into spreadsheets and then into Shopify.
  • You want to hide retail prices from wholesale buyers, or show "Request a quote" instead of "Add to cart" for certain customers.
  • Your deals involve negotiation - a buyer asks for a better price, you counter, and there's no clean record of what was agreed.
  • You re-enter accepted quotes into Shopify by hand, which is slow and error-prone.
  • Larger orders need approval on your side or the buyer's before they're final.

Each of these is a task a quote app removes or structures. If quoting is becoming a regular part of how you sell, the manual version stops scaling - that's the signal.

Signs you might not need one yet

It's worth being honest about when you don't. You can probably wait if:

  • Your prices are fixed and published, and buyers simply check out at them - even at wholesale tiers you can express with Shopify's native B2B price lists.
  • You quote rarely - a handful of one-off requests a year that email handles fine.
  • There's no negotiation - buyers take your price or don't, with no back-and-forth.

If standing, published pricing covers your B2B selling, native Shopify B2B may be enough on its own. A quote app earns its place when the price is a conversation, not a number. (The Shopify B2B features explained guide covers where native B2B stops and quoting begins.)

What to look for in a B2B quote app

If you decide you need one, a few criteria separate a basic form from a tool that actually runs your B2B sales:

  • Real negotiation, not just a form. Can buyers counter-offer, and is every round recorded as a version? Many "quote" apps are only a contact form with a different label.
  • Native Shopify orders. Does the accepted quote become a real Shopify draft order, or does it live in a separate system you have to reconcile? A native handoff keeps one source of truth.
  • Price control. Can you hide prices and target which buyers see quoting, using the customer data already in Shopify?
  • Approvals on both sides, if your deals need sign-off - your team's and the buyer organization's.
  • An honest free tier, so you can run a real quote end to end before committing.
  • A clear record. Is there an auditable log of what was offered, countered, approved, and agreed?

Judge an app on the whole loop, not the button. The request is the easy part; the negotiation, the record, and the clean conversion to an order are where the value is.

Native Shopify B2B versus a quote app

These aren't competitors - they're layers. Native Shopify B2B is strong at standing relationships with published pricing: Companies, price lists, payment terms, repeat orders. A quote app adds the layer native B2B doesn't have: the price conversation before the order exists - requesting a quote, negotiating it, approving it, and accepting part of it. The best setup often uses both: native B2B for your standing accounts and pricing, a quote app for the deals that need a quote.

Getting started

If the signs point to needing one, the low-risk way to find out is to run a real quote through a free tier and see whether it removes work. QuotWay is a B2B quote and negotiation app for Shopify, built by EFOLI, that runs the full request → negotiate → approve → convert loop inside your existing store, reading your real products and customers and writing back real draft orders.

The free Lite plan runs that whole loop (up to 10 quotes a month), so you can test whether a quote app fits before paying anything; paid plans - Starter at $29/mo, Professional at $79/mo, and Enterprise at $199/mo, each with a 14-day trial - add buyer counter-offers, approvals, automation, and B2B company pricing as you grow. See the feature overview for the full loop and pricing for the plans. If wholesale is your model, the complete guide to selling wholesale on Shopify puts a quote app in the context of the wider operation.

FAQ

What is a B2B quote app for Shopify?

A B2B quote app adds a request-a-quote workflow to a Shopify store: it lets business buyers ask for a price instead of checking out, gives you a place to send a priced proposal and negotiate it, and converts the accepted quote into a real Shopify draft order. It handles the negotiated, invoice-based way businesses buy, which a standard retail checkout isn't built for.

Does my Shopify store need a quote app?

You likely need one if buyers email you for pricing, you quote the same products repeatedly at negotiated prices, you want to hide retail prices from wholesale buyers, your deals involve back-and-forth negotiation, or you re-enter accepted quotes into Shopify by hand. If your prices are fixed and published and there's no negotiation, native Shopify B2B price lists may be enough on their own.

What's the difference between a quote app and native Shopify B2B?

Native Shopify B2B handles standing relationships with published pricing - Companies, price lists, and payment terms. A quote app adds the price conversation native B2B doesn't have: requesting a quote, negotiating with counter-offers, routing approvals, and accepting part of a quote. They work as layers - native B2B for standing accounts, a quote app for deals that need a quote.

What should I look for in a B2B quote app?

Look for real negotiation with a versioned record (not just a contact form), a native handoff that turns accepted quotes into real Shopify draft orders rather than a separate system, price hiding and buyer targeting from your Shopify data, two-sided approvals if your deals need sign-off, an auditable log of what was agreed, and an honest free tier so you can run a real quote before committing.

Is there a free B2B quote app for Shopify?

Yes - QuotWay's Lite plan is free and runs the full quote → negotiate → draft-order loop, up to 10 quotes a month with one seat. It's a complete way to test whether a quote app fits your store before paying. Paid plans add buyer counter-offers, approvals, automation, and B2B company pricing, each with a 14-day trial.

See how QuotWay handles this on your store.