shopify request a quote app | Event in NA | Townscript
shopify request a quote app | Event in NA | Townscript

shopify request a quote app

May 06'25 - Mar 20'26 | 05:00 PM (PST)
Online Event

Event Information

Running an online store is more than just listing products and waiting for customers to click “Buy Now.” For many businesses — especially those selling custom products, offering B2B services, or handling bulk orders — pricing and sales require negotiation, customization, and flexibility. That’s where the Shopify Quotation App comes in. This tool allows store owners to provide tailored quotes, negotiate deals, and close sales efficiently. Here’s a practical guide to help you understand how to use the Shopify Quotation App and why it’s a smart investment for your store.

What Is the Shopify Quotation App?

The Shopify Quotation App enables merchants to replace the fixed-price “Add to Cart” button with a Request a Quote option. This lets customers submit inquiries or requests for a personalized quote instead of purchasing immediately. Merchants can then review, approve, reject, or negotiate these requests through the app’s backend, providing flexibility and a more human approach to selling.

Why Is It Useful?

For businesses that sell custom-made products, wholesale items, or services with variable pricing, providing a one-size-fits-all price doesn’t work. The Shopify Quotation App helps you:

  • Handle bulk orders smoothly
  • Offer discounts for B2B clients or returning customers
  • Negotiate pricing based on project scope or customer needs
  • Provide flexible payment and delivery terms

This tool can dramatically increase your conversion rates, especially for high-ticket or complex sales, because it meets customers where they are — often needing a conversation or a tailored deal before they commit.

Key Features to Know

The app is packed with features designed to make life easier for both merchants and customers:

Customizable Quote Forms: Build forms to collect details like quantity, custom specs, deadlines, or special instructions.

Hide or Replace Pricing: You can hide prices and replace the purchase button with an “Add to Quote” button on selected products or collections.

Backend Management: Receive, manage, and track quote requests right from your Shopify dashboard.

Quote Attachments: Let customers upload documents, designs, or project notes with their requests.

Quote-to-Order Conversion: Convert accepted quotes into live orders or generate professional PDF quotes to send to customers.

Best Practices for Using the App

Make the Quote Form Easy to Use

 Keep the form straightforward but informative. Ask only for details that are necessary to create a meaningful quote.

Respond Promptly

 Quick responses show professionalism and increase the likelihood of closing a sale.

Negotiate Thoughtfully

 Use the opportunity to upsell, offer bundles, or propose value-added services when discussing quotes with customers.

Follow Up

 If a customer hasn’t responded to a quote, send a polite follow-up. Sometimes a gentle nudge is all it takes to close the deal.

Final Thoughts

The Shopify Quotation App is a powerful tool for store owners who want to offer personalized service, handle complex orders, and build long-term customer relationships. By integrating it into your store, you open the door to higher-value sales, improved customer satisfaction, and a competitive edge in your niche.

If you’re ready to take your store beyond “click and buy,” the Shopify Quotation App is your practical companion for success.


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Jennifer Hill
Joined on Oct 23, 2024
About
A seasoned Digital Marketing Manager with a strong focus on eCommerce. Skilled in optimizing store performance, increasing online sales, and enhancing customer engagement through data-driven strategies.
Have a question?
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Jennifer Hill profile image
CONTACT ORGANIZER
Have a question?
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CONTACT ORGANIZER
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