Quoting governance for Shopify B2B
Quote your Shopify Companies - with the approvals and audit trail procurement expects
QuotWay is a B2B quote and negotiation app for Shopify by EFOLI. It quotes against your native Shopify Companies, Locations, and contacts, routes proposals through approval workflows on both your side and the buyer’s, records every step in an append-only event log, and converts the accepted quote into a real Shopify draft order with payment terms applied. The governance of an enterprise tool - native to Shopify.
The quoting layer on top of Shopify’s own B2B model
QuotWay adds quoting, negotiation, approvals, and an audit trail on top of Shopify’s native B2B structure - Companies, Locations, contacts, and payment terms - instead of running a parallel customer model beside it. A buyer’s Company context travels with the quote, the right people sign off on both sides, every change is recorded immutably, and the accepted quote becomes a real Shopify draft order.
- Native to Shopify B2B - quotes reference your real Companies and Locations, not a copy of them
- Governed by design - two-sided approval workflows decide who signs off before a quote can be accepted
- Auditable by design - an append-only event log records the full lifecycle, request to order
- Closed in Shopify - the accepted quote converts to a native draft order with payment terms applied
Mode B · Enterprise + B2B-capable store
Quote against your Companies, Locations, and payment terms
When your store has B2B enabled and a buyer shops as a Company contact, QuotWay quotes in Mode B - the company-aware mode. The quote attaches to the buyer’s Shopify Company and Company Location, so the right contacts, terms, and tax handling travel with it, and the buyer’s Shopify payment terms flow onto the draft order at conversion.
- Quotes tie to the buyer’s Shopify Company and Company Location, captured from the signed B2B context
- Company contacts request, negotiate, and accept - and route through their organization’s approval chain
- Payment terms (Net 30, Net 60, due-on-receipt) carry onto the Shopify draft order at conversion
- Tax-exempt and location-specific handling follow the Company Location, not a separate QuotWay setting
Approval workflows Professional+ · advanced routing Enterprise
Route sign-off on your side and the buyer’s
QuotWay routes a quote for approval automatically - through your team’s policy and through the buyer organization’s approval chain - so a deal can’t be accepted until the right people have signed off. Build a policy on a visual canvas (WHEN → WHICH → STEPS → THEN); buyer-organization chains can address external approvers by email.
- Merchant-side and buyer-organization approval chains, both governed from one policy editor (Professional+)
- Advanced routing on Enterprise: parallel and conditional steps, timeouts, escalation, and delegation
- External approvers in a buyer organization are addressed by email - no extra Shopify seat required
- Empty-approver escalation keeps a quote from stalling when an approver step has no one assigned
- Every approval decision is captured with the quote and written to the append-only event log
A record procurement and compliance can audit
QuotWay records every quote as an append-only event log - a complete, ordered, tamper-evident trail of who did what and when, from the first request to the converted order. Each proposal is captured as an immutable version, so you can always show what was offered, who countered, who approved, and what was finally agreed.
- Append-only by design - entries are added, never overwritten, so the history can’t be quietly edited
- Versioned proposals preserve line pricing, discounts, shipping, and expiry at every negotiation round
- Approval decisions and counter-offers are logged with the actor and timestamp for a full chain of custody
- The log lives in QuotWay on every plan, alongside Shopify’s own order and customer records
This is an internal audit trail, not a third-party security attestation. QuotWay does not claim SOC 2 or ISO 27001 certification.
Quote global buyers in their currency, with the rate locked
QuotWay captures the buyer’s presentment currency from Shopify Markets and locks the exchange rate at quote time, so a multi-week negotiation doesn’t drift just because the market moved. Buyers see totals in their currency while your team and your reporting see base currency.
- Reads the buyer’s presentment currency from Shopify Markets - QuotWay doesn’t set FX rates
- The exchange rate is snapshotted at quote time, so quoted totals stay stable through negotiation
- Dual display - buyer currency and base currency - keeps both sides clear on the number
- Mixed-currency analytics sum in base currency, so global pipeline reports in one figure (full multi-currency is Starter+; Lite is view-only)
Enterprise-grade quoting, native to Shopify
QuotWay sits between quoting by email and deploying an enterprise CPQ. Enterprise CPQ platforms are genuinely capable - they handle deep product configuration and complex pricing rules - but they typically cost in the $50,000-plus range, take months to implement, and run as a separate system. QuotWay gives a Shopify B2B team enterprise-style depth, native to Shopify, at a fraction of that cost. The honest boundary: QuotWay is a quoting and negotiation app, not a full product-configurator CPQ.
| Capability | Enterprise CPQ | QuotWay (Enterprise) |
|---|---|---|
| Multi-round versioned negotiation | Yes | Yes |
| Two-sided approval workflows | Yes | Yes ¹ |
| Auditable event log | Yes | Yes |
| Native Shopify Companies & payment terms | Usually integrated separately | Yes (Mode B) ² |
| Converts to a native Shopify order | No (separate system) | Yes |
| Deep product configurator / pricing-rules engine | Yes | No ³ |
| Typical cost | $50k+ (category-typical) ⁴ | $199/mo |
- ¹ Two-sided approval workflows are Professional+; advanced routing - parallel/conditional steps, timeouts, escalation, delegation - is Enterprise.
- ² Mode B (Companies, Locations, payment terms on conversion) is on the Enterprise plan and requires a B2B-capable store (not necessarily Shopify Plus).
- ³ QuotWay is a quoting and negotiation app, not a product-configurator CPQ; it doesn’t replace a deep configuration/pricing-rules engine.
- ⁴ Stated as a category-typical figure for enterprise CPQ, not a specific vendor quote.
Keep exploring
Questions, answered
Does QuotWay require Shopify Plus for B2B quoting?
No. Shopify B2B - Companies and payment terms - is capability-based, not Plus-exclusive. Since Shopify’s 2026 rollout, B2B extends to Basic, Grow, and Advanced stores with B2B enabled, and QuotWay detects that B2B capability rather than the Plus plan. QuotWay’s company-aware quoting (Mode B) is on the Enterprise plan and works on any store with B2B turned on, including Shopify Plus.
How does QuotWay handle multi-stakeholder approvals?
QuotWay routes quotes through approval workflows on both sides - your team’s policy and the buyer organization’s chain - built on a visual canvas. Two-sided approval workflows are on Professional+, and advanced routing (parallel and conditional steps, timeouts, escalation, and delegation) is on Enterprise. Buyer-organization chains can address external approvers by email, and every decision is recorded in the append-only event log.
Is there an audit trail for procurement and compliance?
Yes. QuotWay records every quote as an append-only event log - an ordered, tamper-evident history of every request, proposal version, counter-offer, approval, and conversion, with the actor and timestamp on each entry. The log is available on every plan. It is an internal audit trail; it is not a third-party security certification such as SOC 2.
How does QuotWay compare to an enterprise CPQ?
Enterprise CPQ platforms are powerful at deep product configuration and complex pricing, typically cost $50,000 or more, and run as a separate system. QuotWay gives Shopify B2B teams enterprise-style negotiation, two-sided approvals, and an auditable record - native to Shopify, reading your Companies and payment terms and writing back real draft orders - at $199/mo on the Enterprise plan. QuotWay is a quoting and negotiation app, not a full product-configurator CPQ.
Bring quoting governance into your Shopify B2B
Add QuotWay free to evaluate it, then move to the Enterprise plan for Companies, Locations, payment terms, advanced approvals, and unlimited seats - the negotiation and governance depth of an enterprise tool, native to the Shopify store you already run.
Free Lite plan · 14-day trial on paid plans · Works with Shopify Plus