Jennifer Hill
Personalization and flexibility are key, especially for B2B sellers and stores offering custom or bulk orders. One powerful feature that addresses this need is the Shopify Quote Request system. This functionality allows your customers to request a personalized quote before making a purchase, helping to build trust, encourage negotiation, and boost conversion rates.
If you’re looking to streamline your custom pricing process and deliver a more tailored buying experience, setting up a Shopify Quote Request is easier than you might think. This step-by-step guide will walk you through how to set it up and make the most of it.
Step 1: Choose a Reliable Quote Request App
Shopify does not include a native quote request feature, but you can easily integrate one through the Shopify App Store. Popular apps like Shopify quote request, Request a Quote & Hide Prices, or Quick Quote allow you to add this functionality with no coding required. Look for features such as customizable forms, automatic email notifications, and the ability to restrict quote requests to specific products or collections.
Step 2: Configure the App Settings
Once you’ve chosen and installed your app, the next step is to configure the settings:
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Select the products or collections that will display the “Request a Quote” button instead of “Add to Cart.”
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Customize the quote form fields. Typical fields include name, email, quantity, product specifications, and an optional message box for customer notes.
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Enable notifications so you and the customer receive an email when a quote is requested.
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Set conditional logic if your app supports it—this can help display different quote forms based on product types, customer tags, or other parameters.
Step 3: Customize the Look and Feel
Make sure the quote request interface aligns with your branding. Most apps let you style buttons, form fields, and messages to match your store’s design. A seamless experience keeps your store looking professional and builds customer confidence.
Step 4: Manage and Respond to Quote Requests
Once a request comes in, you’ll get an email notification or be able to view the request in your app dashboard. From here, you can:
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Review the customer’s details
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Calculate a custom price
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Send a formal quote via email, often with a payment link or a custom checkout page
Some apps even integrate directly with your invoicing or CRM tools to automate this process further.
Step 5: Optimize for Better Results
After your quote request system is live, track its performance. Analyze which products get the most requests, what customizations are commonly asked for, and how many quotes convert into sales. This data can help you refine your offerings, pricing strategies, and sales process.
Conclusion
Shopify Quote Request functionality is a must-have tool for B2B merchants and stores that handle custom pricing or bulk orders. With the right app and setup, you can offer a personalized, professional buying experience that boosts conversions and builds stronger customer relationships. Start using it today to make custom quoting effortless and effective.
