Plans, billing & quote limits
Read time: 5 minutes. Last updated: June 20, 2026 Who it's for: Merchants choosing a plan, starting or ending the 14-day trial, tracking quote limits and Starter overage, switching to annual billing, or understanding what happens when you uninstall.
QuotWay has four plans: Lite (free), Starter, Professional, and Enterprise. Billing is handled entirely through Shopify - QuotWay charges appear as line items on the same Shopify invoice you already receive, and you never enter a payment card with us. This article covers what each plan includes, how the 14-day trial works, how quote limits and Starter overage are metered, and how upgrades, downgrades, annual billing, and uninstalling affect your account.
The four plans
QuotWay's plans scale with your quoting volume and the depth of negotiation, approvals, and automation you need.
Lite - free forever
For trying B2B quoting on Shopify.
- Up to 10 quotes/month
- 1 team seat
- Quote request button (product, cart, catalog) + quote form
- Merchant proposals, versioning, and counter-offers
- Convert accepted quotes to Shopify draft orders
- Hosted buyer portal + customer-account quotes
- Transactional email notifications
- Multi-currency quotes (view)
Starter - $29/mo ($23/mo billed annually)
Everything you need to win deals.
- 200 quotes/month, then $0.50/quote (capped at $100/mo)
- 3 team seats
- Everything in Lite, plus:
- Buyer counter-offers + in-app messaging
- Branded buyer portal + proposal PDF, remove "powered by QuotWay"
- Custom form fields (up to 5), hide prices, live carrier shipping rates
- Merchant-initiated (outbound) quotes, quote assignment, activity feed
- Email customization (sender name, reply-to, per-language copy)
- Buyer attachments (3 files × 5 MB)
Professional - $79/mo ($63/mo billed annually) · most popular
For teams that quote every day.
- Unlimited quotes
- 10 team seats
- Everything in Starter, plus:
- Approval workflows (your side and the buyer's)
- Partial line-item acceptance + split into multiple orders
- Automation rules (auto-accept, auto-price, auto-assign, follow-ups)
- Conditional quote-form logic, unlimited custom fields
- Confirmation and pro-forma invoice PDFs
- Full analytics (date ranges + CSV export)
- B2B company/location targeting, recovery and support tools
- Message attachments (5 × 10 MB)
Enterprise - $199/mo ($159/mo billed annually)
For Shopify Plus and native-B2B operations.
- Everything in Professional, plus:
- Unlimited team seats
- Shopify B2B (Mode B): Companies, Locations, and payment terms on conversion
- Advanced approvals: parallel and conditional steps, timeouts, escalation, delegation
- Largest attachment limits (5 × 25 MB buyer, 10 × 25 MB messages) + 365-day retention
- Priority support
Shopify B2B features (Companies, Locations, payment terms) require a store with B2B enabled, such as Shopify Plus. They are gated by your store's B2B capability and the Enterprise plan - not by Shopify Plus alone.
What's included - capability matrix
"-" means not included. Cells use text labels for accessibility.
Volume & team
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Price (monthly) | Free | $29 | $79 | $199 |
| Quotes / month | 10 | 200, then $0.50/quote (max $100) | Unlimited | Unlimited |
| Team seats | 1 | 3 | 10 | Unlimited |
| 14-day free trial | - | Yes | Yes | Yes |
Capturing quotes
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Quote button (product, cart, catalog) | Yes | Yes | Yes | Yes |
| Quote form (built-in fields) | Yes | Yes | Yes | Yes |
| Custom form fields | - | Up to 5 | Unlimited | Unlimited |
| Conditional form logic | - | - | Yes | Yes |
| Hide prices (storewide or targeted) | - | Yes | Yes | Yes |
| Guest quoting + email claim | Yes | Yes | Yes | Yes |
| Storefront languages | Yes | Yes | Yes | Yes |
Negotiation
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Versioned proposals | Yes | Yes | Yes | Yes |
| Merchant counter-offers | Yes | Yes | Yes | Yes |
| Buyer counter-offers | - | Yes | Yes | Yes |
| Buyer requested price at intake | - | Yes | Yes | Yes |
| Live carrier shipping rates | - | Yes | Yes | Yes |
| Partial line-item acceptance | - | - | Yes | Yes |
Approvals
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Merchant approval workflows | - | - | Yes | Yes |
| Buyer-side approval chains | - | - | Yes | Yes |
| Advanced (parallel, escalation, delegation) | - | - | - | Yes |
Convert to Shopify orders
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Convert to draft order | Yes | Yes | Yes | Yes |
| Split into multiple orders | - | - | Yes | Yes |
| Drift detection (tax/shipping) | Yes | Yes | Yes | Yes |
| Auto invoice send + paid tracking | Manual | Yes | Yes | Yes |
Buyer experience
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Hosted buyer portal | Yes | Yes | Yes | Yes |
| Customer-account quotes | Yes | Yes | Yes | Yes |
| In-app buyer messaging | - | Yes | Yes | Yes |
| Portal + PDF branding | - | Yes | Yes | Yes |
| Remove "powered by QuotWay" | - | Yes | Yes | Yes |
Documents
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Proposal PDF | - | Yes | Yes | Yes |
| Confirmation PDF (signed acceptance) | - | - | Yes | Yes |
| Pro-forma invoice PDF | - | - | Yes | Yes |
Automation & analytics
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Dashboard KPIs | Yes | Yes | Yes | Yes |
| Analytics (7-day view) | Yes | Yes | Yes | Yes |
| Date ranges + CSV export | - | - | Yes | Yes |
| Activity feed | - | Yes | Yes | Yes |
| Automation rules | - | - | Yes | Yes |
Multi-currency, attachments & B2B
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Multi-currency (Markets FX) | View | Yes | Yes | Yes |
| Buyer attachments | - | 3 × 5 MB | 5 × 10 MB | 5 × 25 MB |
| Message attachments | - | - | 5 × 10 MB | 10 × 25 MB |
| Attachment retention | 30 days | 90 days | 180 days | 365 days |
| B2B company/location targeting | - | - | Yes | Yes |
| Shopify B2B (Companies, payment terms) | - | - | - | Enterprise + B2B-capable store |
Support
| Lite | Starter | Professional | Enterprise | |
|---|---|---|---|---|
| Support | Help center | Priority email | Priority |
The 14-day free trial
Every paid plan (Starter, Professional, Enterprise) includes a 14-day free trial. During the trial you get full access to that plan's features, so you can evaluate exactly what you're considering before the first charge. Settings → Billing shows the days remaining.
When the trial ends, you choose what happens next:
- Pick a paid plan → confirm the Shopify-managed charge dialog. Your first invoice starts then.
- Continue free → choose the Lite plan and keep the core quoting workflow (10 quotes/month).
Trial time is tracked per shop. If you uninstall and reinstall, you resume with whatever trial days you had left - reinstalling does not grant a fresh 14 days.
Quote limits & Starter overage
A quote counts toward your monthly limit when a quote request is created. Limits reset at the start of each billing cycle.
- Lite includes 10 quotes/month. When you reach the limit, you're prompted to upgrade. Existing quotes keep working.
- Starter includes 200 quotes/month. Beyond that, each additional quote is $0.50, capped at $100/month - so a heavy month never produces a surprise bill. The dashboard shows your live overage count.
- Professional and Enterprise include unlimited quotes, with no overage.
If Starter overage is a regular thing, the math is worth checking: 200 quotes plus $100 of overage is about $129 a month, more than Professional's $79. Professional is unlimited, so upgrading often saves money as well as time.
Annual Starter has no metered overage. The 200/month allowance applies as a soft limit instead.
Upgrading and downgrading
You can change plans at any time. Billing is handled through Shopify.
Upgrading
- Go to Admin → Apps → QuotWay → Billing → Upgrade plan.
- Pick the new tier.
- Shopify shows the prorated charge dialog. Confirm it.
- The new tier's features unlock immediately.
The first higher-plan invoice is prorated to the remainder of your current billing cycle.
Downgrading
- Go to Admin → Apps → QuotWay → Billing → Downgrade plan.
- Pick the lower tier.
- The change takes effect at the next billing cycle - you keep the current tier's features until then.
Features unique to the higher plan stop working at the cycle boundary. Data you created on the higher plan stays visible per the retention policy.
Annual billing (save 20%)
Annual billing is available on every paid plan at a 20% discount. Pick the interval on the pricing page or in the billing dialog. Annual pricing works out to:
- Starter: $23/mo billed annually
- Professional: $63/mo billed annually
- Enterprise: $159/mo billed annually
Annual Starter applies its 200/month volume as a soft limit rather than charging metered overage.
What happens when you uninstall
You can cancel at any time by uninstalling the app. Your current cycle's invoice is the last one - there's no early-termination fee and no auto-renewal into a new cycle.
Your Shopify products, customers, and orders stay in Shopify, untouched. Your QuotWay quote data is preserved so that reinstalling picks up where you left off, including any remaining trial days. QuotWay supports Shopify's data request and erasure webhooks, and you control quote-data retention. See Privacy & data for what we store and the per-plan retention windows.
Billing through Shopify
QuotWay uses Shopify's billing exclusively, so there's one bill to track.
- Shopify Admin → Settings → Billing is your master invoice list. QuotWay charges appear as line items on the regular Shopify invoice you already receive.
- QuotWay Admin → Settings → Billing is a QuotWay-specific view with your usage breakdown (quote count and, on Starter, overage count).
QuotWay never sees or stores your payment card. Refunds for service outages are handled case by case; voluntary cancellation is not refunded. See the Terms of Service for details.
What's next
- Quickstart: your first quote in 5 minutes - re-walk the setup if you just upgraded.
- Approval workflows - a Professional+ feature worth setting up once you're on Professional or Enterprise.
- Data retention and uninstall - what QuotWay stores and how long.
Still need a hand? The team is happy to help.