Built-in CRM & Quote Management

The #1 Shopify Quote App for B2B Sales

Transform your Shopify store into a B2B powerhouse. Replace "Add to Cart" with a smart quoting engine that captures B2B leads, automates negotiations, and converts 3x more deals. Start free for 14 days.

Request for QuoteHide PricesCRM PipelineDraft Orders & InvoicingGmail & Outlook
14-day free trial
Starting at $25/month
Overview
Quote Requests
Total Active
24
Pending
12 +2
Conv. Rate
32%
Company
Status
AC
Acme Corp
#QT-2049
Reviewing
GT
Global Tech
#QT-2048
Approved
SI
Stark Ind
#QT-2047
Draft
100+
Active Stores
10,000+
Quotes Processed
5★
Store Rating
Why AddToQuote?

B2B Quoting Features for Shopify Stores

Bridge the gap between standard e-commerce checkout and complex B2B negotiation with our powerful quote management tools.

Add to Quote Button

Replace or sit alongside 'Add to Cart' on product and collection pages. Customize colors, shape, and size directly in the Theme Editor. Collection buttons appear automatically with zero configuration.

Add to Cart
<Customizable />

Hide Price

One toggle hides all prices store-wide. Set custom replacement text and works with 20+ themes out of the box.

$249
Store-Wide20+ Themes

CRM Pipeline & Analytics

Kanban pipeline with 6 stages, star ratings, priority levels, and activity timeline. Analytics dashboard with KPIs, trend charts, pipeline funnel, and leaderboards.

Draft Orders & Invoicing

Send branded quote emails with personal message and discounts. Convert any quote to a Shopify draft order with one click. Pre-fills customer data, line items, and negotiated prices.

Order Created

Gmail & Outlook Integration

Send quotes from your own email with one-click setup. Connect Gmail or Outlook — no API keys needed. Plus SendGrid, Resend, Mailgun, or our built-in provider.

Admin
New Lead!
Customer
Quote Received

Export CSV & PDF

Download quotes as CSV or styled PDF with product images. Generate branded PDF proposals with your company logo. Add custom line items for non-catalog products.

PDF
CSV
Product Options

Custom Fields for Any Product

Add per-product options like size selectors, color swatches, text inputs, and file uploads. Customers fill them out before requesting a quote — so you get the details you need upfront.

20 field types including:

Text Input
Textarea
Checkbox
Date Picker
File Upload
Number
Toggle
Dropdown
Color Swatch
Image Swatch
Time / DateTime
Date Range
Color Picker
Image Dropdown
Custom T-Shirt product

Custom T-Shirt

SKU: TSH-PRO-001

$34.99
Enter your text here...
Add notes, delivery instructions...
03/15/2026
Choose file...
50
Gift wrapping
Express shipping
Seamless Workflow

From Request to Revenue in Minutes

We've automated the messy parts of B2B sales. No more email chains or manual PDF creation. Everything happens inside the platform you already use.

Add to Quote

Customers request quotes directly from your Shopify product pages with one click.

Manage & Negotiate

Review the lead in your CRM. Adjust prices, send a PDF quote, and convert to a draft order.

Invoice & Pay

Convert the accepted quote into a draft order or invoice instantly. Get paid.

Your Shopify Store
Product
$299.00
Add to Quote
AT
AddToQuote CRM
New Lead
Acme Corp Request
50 units • Electronics
$2,450
Approve
Edit
Invoice #1024 Paid
Via Shopify Checkout
+$2.4k
Work Where You Work

Integrated Smart CRM

Don't bounce between tabs. AddToQuote injects a powerful B2B pipeline directly into your Shopify backend.

admin.shopify.com/apps/add-to-quote

Pipeline Board

Total Pipeline
$38,950
Total Deals
5
Won
$11.5k
Conversion
40%
New$24.9k
1 deal
Emily Carter
Northwest Systems
$24.95
Qualified$0.0k
0 deals
Proposition$0.8k
1 deal
David Ross
Apex Logistics
$785.95
Quoted$1.7k
1 deal
John Smith
Acme Corp
$1,671.90
Won$11.5k
1 deal
Stark Ind
Iron Works
$11,500
Lost$0.0k
0 deals
Case Studies

Real Results from Real Merchants

See how B2B brands use AddToQuote to streamline wholesale quoting and close more deals.

SLAT-CO logo

SLAT-CO

Aluminium Fencing & Construction
35+
Years of Industry Expertise
0
Double Data Entry
1-Click
Quote to Invoice
All-in-One
CRM Inside Shopify

The CRM tool is fantastic — being able to see your close rate all inside Shopify and not spread over different platforms is awesome.

Josh Timmings, Owner

Read the Full Story
Te Amo Supply logo

Te Amo Supply

Beauty & Hair Care
40%
Increase in B2B Conversion
9,000+
Retail Stores Served
3x
Faster Quote Response
60%
Less Manual Work

AddToQuote completely changed how we handle wholesale orders. What used to take our team hours of back-and-forth emails now happens in minutes. Our buyers love how easy it is to request quotes, and our sales team finally has a real pipeline to work from.

Te Amo Supply Team, Wholesale Operations

Read the Full Story
Success Stories

Trusted by growing businesses

See how merchants are using AddToQuote to streamline their quoting workflow.

AddToQuote completely changed how we handle wholesale orders. What used to take our team hours of back-and-forth emails now happens in minutes. Our buyers love how easy it is to request quotes, and our sales team finally has a real pipeline to work from.

TA

Te Amo Supply Team

Wholesale Operations, Te Amo Supply

The CRM tool is fantastic — being able to see your close rate all inside Shopify and not spread over different platforms is awesome.

JT

Josh Timmings

Owner, SLAT-CO

We were up and running in less than 15 minutes. The smart button injection meant we didn't have to touch a single line of code on our Shopify theme.

BS

B2B Store Owner

E-commerce Manager, Industrial Supplies

Managing hundreds of quote requests used to be a nightmare. Now everything is organized in one pipeline, and our team closes deals faster than ever.

WO

Wholesale Operations Lead

Head of Sales, Building Materials

Pricing

Choose the plan that fits your business.

All plans include a 14-day free trial with full access to all features.

Professional
$25/month

Everything you need to manage B2B quotes on Shopify

What's included

Unlimited quotes
Full CRM & Pipeline
PDF quote generation
Send emails via Gmail & Outlook
Draft orders & invoicing
Hide prices store-wide
Per-collection & per-product display conditions
Custom form builder
Custom product fields per item
File uploads up to 10MB
Leads management & rotation
Analytics dashboard & KPIs
CSV & PDF export
Quote detail page editing
Send branded quote emails to customers
Custom line items (non-catalog products)
Product images in PDF & email
Start Free Trial

14-day free trial · No credit card

Recommended
Advanced
$50/month

Automation and integrations for growing teams

Everything in Professional, plus

Shopify Flow automations
Outbound webhooks & integrations
Slack, Discord, Teams & Telegram notifications
Quick Order Catalog for bulk ordering
Integrate with 8,000+ apps via Zapier, Make, n8n & more
Start Free Trial

14-day free trial · No credit card

Enterprise
$100/month

Per-product custom options for complex B2B products

Everything in Advanced, plus

Per-product custom options (20 field types)
Admin-managed option sets per product
Quick Order Catalog for bulk ordering

Includes all Professional + Advanced features

Start Free Trial

14-day free trial · No credit card

14-day free trial
No credit card required
Cancel anytime

Your trial includes all features from all plans. Choose your plan when the trial ends.

Not satisfied? Cancel within your first month for a full refund.

Common Questions

Frequently Asked Questions

Everything you need to know about AddToQuote.

Yes. AddToQuote is compatible with all Online Store 2.0 themes. It installs via theme app extensions — no code editing required. The button, quote icon, and price hiding all auto-detect your theme layout.

Stay in the loop

Subscribe to get product updates, tips, and B2B commerce insights.

B2B buyers don't just click buy. They negotiate.

Start closing the deals your Shopify store is missing. Join merchants who streamline their B2B quoting with AddToQuote.

“The CRM tool is fantastic — being able to see your close rate all inside Shopify and not spread over different platforms is awesome.”

— Josh Timmings, Owner, SLAT-CO