For many online merchants, selling goes far beyond simple add-to-cart transactions. Especially in the world of B2B sales, custom products, or bulk orders, buyers often want to negotiate pricing, discuss details, or request a personalized quote. This is where the Shopify Quotation App comes in — a tool designed to help merchants manage quote requests efficiently and close more complex deals. If you’ve been curious about how to use this app in your store, this step-by-step guide will help you get started and make the most of its features.

Step 1: Install and Set Up the App

Begin by installing the Shopify Quotation App from the Shopify App Store. Once installed, access the app through your Shopify dashboard. The setup process typically involves configuring general settings like:

• Choosing which products or collections will have the Request a Quote button
   
• Customizing the button’s label and appearance
   
• Setting notification preferences for when new quotes arrive
   

Spend time here to align the app with your store’s branding and needs.

Step 2: Customize Your Quote Form

One of the app’s most powerful features is the customizable quote form. This form allows you to collect important details from your customers, such as:

• Product specifications
   
• Quantity
   
• Delivery requirements
   
• Budget or pricing expectations
   
• Attachments like photos or documents
   

Make sure the form is easy to fill out but gathers enough information for you to provide an accurate quote. Avoid overwhelming customers with too many questions — focus on the essentials.

Step 3: Enable Pricing and Button Controls

Decide if you want to hide prices for specific products and replace the “Add to Cart” button with the Add to Quote button. This is especially useful for B2B stores or stores offering custom services where pricing varies case by case. You can also set rules to show or hide the quote button based on customer groups, countries, or order values.

Step 4: Manage Incoming Quotes

Once customers start submitting quote requests, you’ll receive notifications via email or in your Shopify dashboard. Review each request carefully, considering factors like:

• Order size
   
• Custom requirements
   
• Shipping or delivery costs
   
• Profit margins
   

From the backend, you can approve, reject, or negotiate the quote. The app also allows you to send a formal quote or convert the quote into an actual order with just a few clicks.

Step 5: Communicate and Negotiate

One of the key benefits of the Shopify Quotation App is the opportunity for human interaction. When you send a quote, include a personalized message. Let the customer know you’re available to answer questions or discuss changes. This personal touch can significantly increase your chances of closing the sale.

Step 6: Track, Analyze, and Optimize

Most Shopify Quotation Apps come with a tracking system or analytics dashboard. Use this to monitor:

• Quote-to-order conversion rates
   
• Average response times
   
• Most requested products or services
   

By analyzing this data, you can refine your quoting process, improve response times, and identify which products generate the most quote activity.

Final Thoughts

The Shopify Quotation App is an invaluable tool for merchants who handle custom orders, bulk deals, or complex sales. By following this step-by-step guide, you’ll streamline your quoting process, improve customer experience, and ultimately boost your store’s revenue. With the right setup and a commitment to timely, personalized communication, you’ll transform your quote requests into profitable, long-term customer relationships.

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There are more and more cases where a customer abandons the cart. I guess it’s prices or something like that. Money is tight for a lot of people right now, but my business suffers from that a lot.

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