Everything you need to quote, negotiate, and close - in Shopify
QuotWay covers the whole B2B quote lifecycle: add a Request a Quote button, hide prices for B2B and wholesale buyers, respond with versioned proposals, negotiate and approve, and convert accepted quotes into real Shopify orders. Here’s what’s inside.
Quote requests & forms
Let buyers ask for a quote wherever they are - and capture exactly what you need to price it.
- “Request a quote” button on products, the cart, or your whole catalog
- Hide prices and swap “Add to cart” for “Request a quote” - for B2B and wholesale buyers (Starter+)
- A configurable quote form with built-in and custom fields
- Targeting rules to show quoting to the right products and customers
- Guest quoting with email verification - no account required
Negotiation & counter-offers
Negotiate like a sales pro, with a record of every round.
- Versioned proposals - line pricing, discounts, shipping, expiry
- Two-way counter-offers (buyer and merchant)
- A full version history and price diff at every step
- An append-only event log for a complete, auditable trail
Approval workflows
Route quotes for sign-off automatically - on your side and the buyer's.
- Multi-step approval policies with a visual builder
- Buyer-organization approval chains and external approvers
- Advanced routing on Enterprise: parallel/conditional steps, timeouts, escalation, delegation
- Approval history captured with each quote
Convert to Shopify orders
Turn an agreement into a real order without re-keying anything.
- One click from accepted quote to Shopify draft order, prices locked in
- Accept part of a quote and convert only those lines
- Split a quote into multiple orders (by group or address)
- Drift detection re-checks tax and shipping before you convert
Buyer portal & customer accounts
Give buyers a professional place to manage their quotes.
- Quotes inside the native Shopify customer account
- A hosted buyer portal with magic-link access (great for guests and legacy accounts)
- Accept, decline, counter, and message - all in one place
- Your logo and brand color on the portal and PDFs
Automation rules
Let routine quotes handle themselves so your team works the deals that matter.
- When → If → Then rules: auto-accept, auto-price, auto-assign, auto-decline
- Automatic follow-ups on quotes awaiting a buyer
- Auto-expiry with reminders
- A kill switch you control
Analytics & insights
Know your numbers - pipeline, conversion, and response time.
- Pipeline value, quote-to-order conversion, and average response time
- Volume and value trends, status breakdowns, and bottlenecks
- Date ranges and CSV export on Professional+
- A 7-day view available on every plan
Multi-currency
Quote international buyers in their currency, confidently.
- Captures the buyer's presentment currency from Shopify Markets
- Locks the exchange rate at quote time, so totals don't drift
- Dual display of buyer and base currency
- Base-currency analytics across mixed-currency quotes
Shopify B2B (Companies & Plus)
Built for Shopify's own B2B model - not a parallel system.
- Works with Companies, Locations, and contacts (Mode B)
- Applies payment terms on conversion
- Company- and location-based targeting rules
- Detects whether your store supports B2B and adapts automatically
The right-sized way to quote on Shopify
How QuotWay compares
A factual, category-level view - not a knock on any one tool. Named-alternative comparisons live under Compare.
| Capability | Email & spreadsheets | Basic form apps | Enterprise CPQ | QuotWay |
|---|---|---|---|---|
| Captures quote requests on storefront | Manual | Yes | Varies | Yes |
| Multi-round negotiation with versions | No | No | Yes | Yes |
| Partial line-item acceptance | No | No | Some | Yes |
| Approval workflows | No | No | Yes | Yes (Pro+) |
| Converts to a native Shopify order | No | Some | No (separate system) | Yes |
| Built natively for Shopify B2B | No | Partial | No | Yes |
| Typical cost | “Free” (your time) | Low | $$$ ($50k+ CPQ) | From free |
QuotWay sits between “just use email” and “deploy a $50k CPQ”: the negotiation depth and approvals of an enterprise tool, priced for Shopify merchants and connected to your real store data.
See the full comparisonSee it on your own store
Install QuotWay free and turn on the features your B2B sales actually need - add more as you grow.
Free Lite plan · 14-day trial on paid plans · Works with Shopify Plus