See it before you install it
See QuotWay in action
See a B2B quote travel from a storefront request to a paid Shopify order. QuotWay is the B2B quote and negotiation app for Shopify by EFOLI.
Free Lite plan · 14-day trial on paid plans · Works with Shopify and Shopify Plus.
The whole workflow in two minutes
This short walkthrough shows one B2B quote end to end: a buyer requests a quote from a product page, the merchant replies with a priced proposal, the buyer accepts in their portal, and the accepted quote converts to a real Shopify draft order.
Read the full transcript
B2B quotes shouldn’t get stuck in email. QuotWay manages the full quote lifecycle inside Shopify - from request to negotiation, approval, and a real Shopify order - across eight stages: request, review, propose, negotiate, approve, accept, convert, and invoice.
Request: buyers request quotes right from your storefront. Products, quantity, company, and notes are captured upfront - for example, Northline Manufacturing Co. requesting industrial parts on an annual contract.
Review: every request lands in one organized pipeline, with the buyer, products, value, and history in one dashboard, so you can review each one with full context.
Negotiate: the buyer counters - “Can you do $85 at 250 units on an annual commit?” - and you reply, “We can do $86/unit at that quantity, shipping in 5 business days.” Every counter-offer and message stays attached as a versioned record, so you negotiate without losing the history.
Approve: high-discount or high-value quotes route for internal sign-off before the buyer sees them - for example, requiring sales-manager approval when a discount or order value crosses your thresholds - so you keep control with approval policies.
Automate: rules handle the routine quotes - an approved B2B company, a discount within 15%, a quantity of 100 or more - and accept them automatically, while your team reviews the exceptions and controls the high-value deals.
Buyer portal: buyers get a professional self-service experience - accept all the lines or just some, counter others, or download a PDF quote - and accept right there: “Works for us. Accepting now.”
Convert and invoice: accepted quotes become real Shopify draft orders with the negotiated prices locked in. Create them manually or automatically, then invoice and get paid in Shopify.
Analytics: track your whole quote pipeline - buyer, products, value, and history - in one dashboard.
Professional B2B quoting, built for Shopify. Add QuotWay to your store - free.
What you’ll see
- A buyer asks for a quote from a product page instead of adding to cart.
- The request lands in the QuotWay inbox; the merchant opens it and sends a priced proposal.
- The buyer reviews and accepts in the buyer portal - all lines, or just some.
- One click converts the accepted lines into a Shopify draft order at the negotiated price.
- Payment, invoice, and reporting all happen in Shopify.
From request to paid - the full lifecycle
A QuotWay quote moves through eight clear stages: request, review, proposal, negotiate, approve, accept, draft order, and paid. Here's what happens at each stage.
- 1
Request
A buyer requests a quote from a product, the cart, or your catalog - storefront or customer account, guests included.
- 2
Review
The request lands in your QuotWay inbox with products, quantities, and buyer details.
- 3
Propose
You send a versioned proposal: line pricing, volume discounts, shipping, and an expiry.
- 4
Negotiate
The buyer counter-offers; you counter back. Every round is versioned and recorded.
- 5
Approve
If you use approval workflows, the quote routes for sign-off - on your side and the buyer’s. (Professional+)
- 6
Accept
The buyer accepts the whole quote, or just the lines they want.
- 7
Convert
Accepted lines become a real Shopify draft order with the negotiated prices locked in.
- 8
Invoice & paid
Invoice, payment, and fulfillment happen in Shopify; status syncs back to the quote.
Counter-offers and the buyer portal are on Starter and above; multi-step approvals and automation are Professional and above; partial line-item acceptance is Professional and above.
Try it yourself
Two interactive demos - play either side
These run on sample data, right in your browser. Step through a full negotiation, then accept part of a quote and watch it convert to a Shopify draft order.
- 1
A buyer requests a quote - right from your store.
- 2
You respond with a proposal - priced your way. (v1)
- 3
Buyers counter directly - no email thread. (v2)
- 4
You counter back within your floor price. (v3)
- 5
Every round is tracked, versioned, and auditable.
Version history
- •Request received
- v1Your proposal$1,290.00
- v2Acme’s counter$1,190.00
- v3Your counter$1,240.00
- ✓Accepted$1,240.00
Proposal · Northwind Supply
- ✓ Commercial Mixer X × 50$62,000
- ✓ Dough Sheeter Pro × 10$31,500
- ✓ Convection Oven 40L × 20$41,800
- Prep Table 2m × 15$7,200
- Shelving Unit × 30$3,600
Buyer accepts 3 lines; 2 stay open.
- Commercial Mixer X × 50$62,000
- Dough Sheeter Pro × 10$31,500
- Convection Oven 40L × 20$41,800
Accepted lines convert to a real Shopify draft order with the negotiated prices locked in; the deferred lines stay open on the quote.
Email chaos, or one organized workflow
Before QuotWay, B2B quotes live in inboxes and spreadsheets, where prices drift and there's no record of who agreed to what. With QuotWay, every request, every round, and every acceptance lives in one place - and the accepted quote becomes a real Shopify order.
| Quotes by email | Quotes with QuotWay |
|---|---|
| Requests buried in an inbox | Every request in one organized inbox |
| Prices retyped by hand, inconsistently | Versioned proposals with your pricing rules |
| Negotiation scattered across replies | Counter-offers tracked round by round |
| “Did they accept?” - no clear record | A sealed, auditable acceptance record |
| Manual re-entry into Shopify | One click to a Shopify draft order |
Ready to try it on your store?
You've seen the workflow - now run it on your own products. Add QuotWay to your store and turn your next quote request into a Shopify order.
Free Lite plan · 14-day trial on paid plans · Works with Shopify Plus