Buyers build their own quote.
Logged-in buyers add products and quantities and submit a quote request, without emailing a rep or waiting for a callback.
- Build from the live catalogue.
- Add quantities and notes.
- Submit in a few clicks.
Self-service quotes
Turn quote requests into orders.
Customers can easily create a quote from their cart. This quote can be downloaded as PDF, shared or saved to their account for future access. Self Service Quotes helps businesses manage negotiated B2B purchasing workflows directly through Shopify.
Quote QT-2043
Acme Trade · drafted by you · Net 30
Set your quantities. Volume price breaks apply automatically.
ProductQtyUnitLine
Nitrile gloves (box of 100)
20
Workshop degreaser 5L
8
Subtotal
GST (10%)
Quote total
Why it matters
Modern B2B starts with an easier way to manage quotes.
Most B2B quotes bounce between email, spreadsheets and a rep's memory. Buyers wait, versions get confused, pricing is guessed, and a won quote still has to be rekeyed as an order. Self-service quotes put the whole thing on your store.
You review with pricing applied.
Requests arrive with the account's contract pricing applied, so you can adjust, approve or decline within the limits you set.
- Contract pricing applied automatically.
- Edit lines, quantities or discounts.
- Approve or decline with a note.
PDF and convert in a click.
Send a branded quote PDF instantly, and let the buyer accept and convert the quote into an order without re-entering anything.
- Branded, itemised PDF.
- Clear validity and totals.
- One-click convert to order.
How a quote flows
From request to order, on your store.
A quote should move in one connected flow, not a chain of emails and manual re-entry between the buyer, the rep and the ERP.
1. Request
The buyer submits a quote.
A logged-in buyer builds a quote from the catalogue, adds quantities and any notes, and submits it directly from the store.
2. Review
You price and adjust it.
The request lands with contract pricing applied so you can tweak lines, quantities and discounts within your rules before deciding.
3. Approve
Approve and send the PDF.
Approve the quote and send a branded, itemised PDF with clear totals and a validity period in a single click.
4. Convert
The buyer turns it into an order.
The buyer accepts and converts the quote into an order with the agreed pricing, which then flows into your normal order and ERP process.
A better way to quote
Self-service quotes versus the inbox scramble.
Most teams quote by email and spreadsheet or with a basic form that stops at a request and never closes the loop into an order.
Capability
Email & spreadsheet
Basic request form
Pocketknife
Where buyers request
Email or phone a rep.
A form, disconnected from pricing.
On your store, from the live catalogue.
Pricing on the quote
Looked up or guessed manually.
Usually added by hand later.
Account contract pricing applied automatically.
Sending the quote
Hand-built PDF or email.
Reply with a document.
Branded quote PDF in a click.
Turning it into an order
Rekeyed into the system.
Manual order entry.
One-click convert to order.
Self-service quotes FAQ
What to know about quoting on Shopify.
Answers for Shopify Plus teams letting B2B buyers request, approve and convert quotes with contract pricing synced from ERPs like Pronto Xi, Business Central, Apparel21, ASW, Exact and Oracle E-Business Suite.
How do buyers request a quote?
Logged-in buyers build a quote from your live catalogue, add quantities and notes, and submit the request directly from your Shopify Plus store.
Is contract pricing applied to quotes?
Yes. Quote requests arrive with the account's contract pricing applied, so you are working from the right numbers before you approve.
Can we edit a quote before approving?
Yes. You can adjust lines, quantities and discounts within your rules, then approve or decline the quote with a note.
Can we send a branded PDF?
Yes. You can send a branded, itemised quote PDF with clear totals and a validity period in a single click.
Can a quote convert into an order?
Yes. Once accepted, a quote can be converted into an order with the agreed pricing, without anyone re-entering the details.
Can we cap discounts on quotes?
Yes. Discounts can be constrained by your rules so quotes stay within the limits you set rather than being discounted freely.
Do quotes have a validity period?
Yes. Quotes can carry a validity window so pricing is time-bound and expectations are clear to the buyer.
Can reps create quotes for customers?
Yes. When a rep acts on a customer's behalf, they can build and approve quotes using that customer's contract pricing.
Do converted orders reach our ERP?
Yes. An order created from an accepted quote flows into your normal order process and can sync to your ERP like any other order.
Can buyers see their past quotes?
Yes. Buyers can view their quotes and their status from their account so nothing gets lost in an email thread.
Does this work with our existing catalogue?
Yes. Quotes are built from your live Shopify catalogue and the pricing that applies to each account, so they reflect what you actually sell.
Does this replace our checkout?
No. Quotes sit alongside normal purchasing for deals that need approval or negotiation, then convert into standard orders when accepted.
Move quoting out of the inbox and onto your store.
We will set up self-service quotes with your contract pricing, approval rules, branded PDF and one-click order conversion, so buyers get answers fast and nothing gets rekeyed.
Talk through quotes →