Quote requests

Quote requests turn your storefront into the start of a negotiated sale. Instead of checking out, a customer can submit the contents of their cart, or a single product straight from its page, along with their contact details. You review the request in the app, convert it to a draft order, and send an invoice with your final pricing.

This is ideal for wholesale buyers, large custom orders, products that can't be bought online (price on request, made to order), or any store where prices are quoted per customer.

Two theme app blocks are available. Use either or both:

• Request a Quote (Cart) sends the whole cart.
• Request a Quote (Product) sends the product the customer is viewing, with the variant they selected and a quantity. No add to cart is needed, so it works on products that aren't available to purchase.

Add the quote button to your cart page

1. In your Shopify admin, go to Online Store → Themes and click Customize.
2. Navigate to your cart page in the theme editor.
3. Add the app block named Request a Quote (Cart) where you want the button to appear.
4. Optionally adjust the button label (defaults to "Request a Quote") and its colors in the block settings.
5. Click Save.

Add the quote button to product pages

1. In the theme editor, open a product page.
2. In the product information section (the one with the title, price and add to cart button), click Add block and choose Request a Quote (Product). Drag it where you want it, for example under the add to cart button.
3. Choose when the button shows under Show the button:
   • On every product: the button is always there, alongside add to cart.
   • Only when the product can't be purchased: the button appears only when none of the product's variants are available, so it replaces the sold-out or unavailable state.
   • Only on products with a tag: the button appears only on products carrying the tag you enter (default quote-only). Tag the products you quote by hand, and the rest of the catalog is unaffected.
4. Optionally change the form intro text, turn the quantity field off, hide the price, and style the button.
5. Click Save.

The button picks up the variant the customer has selected on the page and the quantity they entered, and shows both in the form so they can adjust the quantity before sending. If you sell products that have no price yet, set their price to zero: the form hides a zero price automatically, and you set the real price on the draft order when you convert the request.

If a product should be quote-only, hide its add to cart button or price with your theme's own settings. The quote block doesn't change the rest of the product page.

What customers see

Clicking the button opens a modal that shows a summary of what they're requesting and asks for their name, email, phone, and an optional note. From the cart, the summary is the customer's cart and submitting sends every line: items, variants, quantities, the price the customer saw for each line, and each line's custom options (line item properties). From a product page, the summary is that product, the selected variant and a quantity. Either way the customer's cart is not changed and no order is created at this point.

Custom options and calculated prices

If your products use line item properties, for example engraving text, measurements, or options from a product options or price calculator app, they come through with the request. You see them under each item on the request, and they're copied onto the draft order line when you convert it.

Each line also keeps the price shown in the customer's cart, including prices set by a price calculator app and any automatic discounts. When you convert the request, that price is set on the draft order line, so it isn't reset to the product's standard price. You can still change it on the draft order before sending the invoice. Options whose name starts with an underscore are hidden from the customer, following Shopify's convention, but they're kept on the draft order.

Reviewing and converting requests

New quote requests appear in the app under Quote Requests, and the dashboard shows a banner when requests are waiting for review. Each request tracks a status: pending, reviewed, converted, or rejected, and shows whether it came from the cart or from a product page. The new quote notification email says so too.

To turn a request into a sale:

1. Open the request from the Quote Requests page and review the requested items and quantities.
2. Convert it to a draft order. The cart items become draft order line items with their custom options and cart prices, ready for you to adjust pricing, add discounts, or edit quantities. Automatic discounts aren't applied a second time on the draft, because the cart price already includes them.
3. Send the invoice. From here it behaves like any other draft order invoice: it shows on the customer's account page, payment reminders follow up automatically, and the customer pays through Shopify's secure checkout.

Requests that don't work out can be marked rejected so your queue stays clean.

Troubleshooting

"Failed to submit quote request"

The cart page could not reach the app. In almost every case the cause is one of these:

1. The quote button is on a page that has no cart. The button reads the current cart; it works on the cart page and on product pages, not on a landing page with no items.
2. The app embed is turned off in the theme editor (Online Store, Themes, Customize, App embeds). Turn it back on and the button works again without a reinstall.
3. A problem on our side. If the cart has items, the embed is on, and the message still appears, send us the store name and the page you were on through the contact form. It is ours to fix, and we look at it the same day.

A request was submitted but does not show under Quote Requests

Refresh the page first. If it is still missing, the request was submitted from a store the app is not installed on (a duplicate or development store), or the submission failed and the customer saw the message above. The app never drops a request silently.