5 May 2025, 07:40 PM
Merchants are always seeking better ways to handle custom orders, B2B requests, and large-volume sales. One of the most effective tools for managing these complex transactions is the Shopify Quotation App. Whether you run a small online shop or a growing B2B business, mastering this app can help you streamline operations, improve customer satisfaction, and ultimately boost sales.
What is the Shopify Quotation App?
The Shopify Quotation App enables merchants to offer a “Request a Quote” option on their product pages, allowing customers to inquire about pricing instead of seeing a fixed price. This is especially useful for businesses selling customizable products, wholesale orders, or services with variable pricing. Instead of pushing customers to checkout, the app opens the door for negotiation, custom offers, and detailed pricing discussions.
Why You Should Use It
For many businesses, especially in B2B sectors, customers expect to negotiate or receive tailored quotes before making a purchase. Without a quotation feature, you risk losing potential customers who may hesitate to buy due to lack of clarity or flexibility in pricing.
Using the Shopify Quotation App helps you:
Key Features of the App
The Shopify Quotation App comes with several powerful features:
Customizable Quote Forms: You can tailor the quote request form to gather exactly the information you need, whether it’s quantity, dimensions, or custom specifications.
Add-to-Quote Button: Replace or complement the “Add to Cart” button with an “Add to Quote” button to signal flexibility to your customers.
Backend Management: Easily manage, approve, reject, or modify quotes from the Shopify admin dashboard.
Email Notifications: Both customers and merchants receive automatic notifications when a quote is submitted, updated, or accepted.
PDF Quotes: Convert approved quotes into professional-looking PDF documents, adding credibility to your business.
Best Practices for Using the Shopify Quotation App
Keep it Simple: Avoid overwhelming customers with long or complicated quote forms. Focus on collecting only the most critical details upfront.
Respond Promptly: Speed matters. The faster you respond to quote requests, the more likely you are to convert leads into sales.
Personalize Your Quotes: Make each quote as relevant and specific as possible. Refer to the customer’s request, recommend additional products, and provide flexible options.
Track and Analyze: Use the app’s reporting tools to monitor quote-to-sale conversions, identify your top products, and improve your overall quoting process.
Final Thoughts
The Shopify Quotation App is more than just a tool—it’s a smart strategy for businesses that want to offer personalized service and close larger, more complex deals. By mastering this app, you can transform hesitant browsers into confident buyers, strengthen customer relationships, and grow your store’s revenue.
What is the Shopify Quotation App?
The Shopify Quotation App enables merchants to offer a “Request a Quote” option on their product pages, allowing customers to inquire about pricing instead of seeing a fixed price. This is especially useful for businesses selling customizable products, wholesale orders, or services with variable pricing. Instead of pushing customers to checkout, the app opens the door for negotiation, custom offers, and detailed pricing discussions.
Why You Should Use It
For many businesses, especially in B2B sectors, customers expect to negotiate or receive tailored quotes before making a purchase. Without a quotation feature, you risk losing potential customers who may hesitate to buy due to lack of clarity or flexibility in pricing.
Using the Shopify Quotation App helps you:
- Provide personalized pricing for large or complex orders.
- Build trust with customers through direct communication.
- Capture valuable leads for follow-up, even if a quote doesn’t turn into an immediate sale.
- Increase average order value by offering bundled discounts or upselling during the quote process.
Key Features of the App
The Shopify Quotation App comes with several powerful features:
Customizable Quote Forms: You can tailor the quote request form to gather exactly the information you need, whether it’s quantity, dimensions, or custom specifications.
Add-to-Quote Button: Replace or complement the “Add to Cart” button with an “Add to Quote” button to signal flexibility to your customers.
Backend Management: Easily manage, approve, reject, or modify quotes from the Shopify admin dashboard.
Email Notifications: Both customers and merchants receive automatic notifications when a quote is submitted, updated, or accepted.
PDF Quotes: Convert approved quotes into professional-looking PDF documents, adding credibility to your business.
Best Practices for Using the Shopify Quotation App
Keep it Simple: Avoid overwhelming customers with long or complicated quote forms. Focus on collecting only the most critical details upfront.
Respond Promptly: Speed matters. The faster you respond to quote requests, the more likely you are to convert leads into sales.
Personalize Your Quotes: Make each quote as relevant and specific as possible. Refer to the customer’s request, recommend additional products, and provide flexible options.
Track and Analyze: Use the app’s reporting tools to monitor quote-to-sale conversions, identify your top products, and improve your overall quoting process.
Final Thoughts
The Shopify Quotation App is more than just a tool—it’s a smart strategy for businesses that want to offer personalized service and close larger, more complex deals. By mastering this app, you can transform hesitant browsers into confident buyers, strengthen customer relationships, and grow your store’s revenue.