Running an online store isn’t just about having great products—it’s also about creating a seamless and flexible shopping experience that meets the diverse needs of your customers. For many Shopify merchants, especially those handling B2B sales, bulk orders, or custom-made products, a traditional checkout system isn’t always enough. That’s where the Shopify Quotation App comes in, offering a powerful solution to streamline your sales process and handle complex orders more efficiently.
In this guide, we’ll walk you through how the Shopify Quotation App works, its key benefits, and practical steps to make the most of it in your store.
The Shopify Quotation App is designed to simplify the sales process by allowing customers to request personalized quotes directly from your online store. Instead of forcing buyers to proceed through a fixed-price checkout, the app gives them the option to submit a quote request for custom products, large quantities, or specialized services. This flexibility benefits both merchants and customers by:
Eliminating pricing confusion
Facilitating bulk or custom orders
Improving customer communication
Increasing the likelihood of closing large or complex deals
For B2B stores, custom manufacturers, or service-based businesses, this tool is a game changer.
After installing the Shopify Quotation App from the Shopify App Store, the first step is configuring the settings. You can:
Choose which products or collections will display the Request a Quote button
Customize the quote button’s appearance to match your store’s design
Set rules to hide product prices if needed
Enable email notifications for new quote submissions
Taking the time to properly set up the app ensures that it integrates smoothly with your storefront and fits your sales needs.
A key feature of the app is the customizable quote form, which lets you gather important customer details. You can include fields like:
Quantity required
Product specifications or customization requests
Delivery timelines
Additional notes or attachments
Make sure the form is clear and straightforward to encourage customers to complete it without frustration.
Once a quote is submitted, you can view it from the Shopify admin panel. Here’s where the magic happens:
Review each quote request
Approve, reject, or negotiate the quote
Send a tailored price estimate back to the customer
Convert approved quotes directly into orders or generate a PDF for the client
With this centralized management system, you can handle multiple requests without losing track of important details.
By offering a quote option, you create a more personal and flexible shopping experience. Customers feel valued when they can discuss their needs directly, and you get the opportunity to upsell, offer discounts, or recommend additional products. Faster quote responses also demonstrate professionalism and build trust, which can lead to higher conversion rates and long-term customer relationships.
The Shopify Quotation App is a powerful tool to simplify and enhance your sales process. From setting up customizable quote forms to managing approvals and negotiations, the app helps you turn inquiries into profitable sales efficiently. By using it effectively, you not only improve your store’s operations but also deliver a better customer experience, paving the way for stronger sales and loyal customers.
