The Pipeline

Insights on B2B sales, quoting strategies, and e-commerce trends.

Shopify Quote App Free Trial — What to Test in 14 Days
Guide

Shopify Quote App Free Trial — What to Test in 14 Days

Make the most of your 14-day free trial. A day-by-day checklist for testing quote forms, CRM pipeline, PDF quotes, price hiding, and Shopify Flow automation.

Feb 15, 20269 min read
The Cheapest Way to Add B2B to Shopify (Without Shopify Plus)
Comparison

The Cheapest Way to Add B2B to Shopify (Without Shopify Plus)

You don't need Shopify Plus at $2,300/mo for B2B. Compare free, mid-range, and premium options for adding B2B quote management to any Shopify plan.

Feb 14, 202610 min read
Shopify Quote Management for Small Business — Getting Started Guide
Guide

Shopify Quote Management for Small Business — Getting Started Guide

A practical guide for small B2B businesses setting up quote management on Shopify. No enterprise complexity, no huge budgets — just the essentials.

Feb 13, 20268 min read
B2B Quote Email Templates That Convert — 7 Templates for Every Stage
Templates

B2B Quote Email Templates That Convert — 7 Templates for Every Stage

Copy-paste email templates for every stage of the B2B quote process: initial response, follow-up, pricing proposal, negotiation, closing, and win-back.

Feb 12, 202612 min read
Automate B2B Quotes with Shopify Flow Integration
Tutorial

Automate B2B Quotes with Shopify Flow Integration

Automate your B2B quote workflow with Shopify Flow triggers and actions. Convert quotes, update stages, assign team members, and send invoices automatically.

Feb 11, 202612 min read
Integrate B2B Quotes with External Systems Using Webhooks
Tutorial

Integrate B2B Quotes with External Systems Using Webhooks

Connect AddToQuote to your CRM, ERP, or analytics with HMAC-signed outbound webhooks. Real-time quote data sync with delivery logs, retries, and 8 events.

Feb 11, 202611 min read
Shopify Draft Order Automation for B2B Quotes — Complete Guide
Tutorial

Shopify Draft Order Automation for B2B Quotes — Complete Guide

Automate quote-to-draft-order conversion on Shopify. One-click creation, Shopify Flow automation, and the complete draft order lifecycle for B2B merchants.

Feb 11, 20269 min read
Shopify Quote Notifications via Slack, Discord, Teams & Telegram
Tutorial

Shopify Quote Notifications via Slack, Discord, Teams & Telegram

Set up real-time quote notifications on Slack, Discord, Microsoft Teams, and Telegram. Never miss a quote request — get notified where your team already works.

Feb 10, 20268 min read
How to Set Up B2B on Shopify Without Plus — Complete 2026 Guide
Guide

How to Set Up B2B on Shopify Without Plus — Complete 2026 Guide

The definitive guide to building a B2B Shopify store without Shopify Plus. Quote management, price hiding, wholesale pricing, and CRM — all without the $2,300/mo price tag.

Feb 9, 202612 min read
Shopify Product Options for B2B Custom Orders — 12 Field Types
Feature

Shopify Product Options for B2B Custom Orders — 12 Field Types

Add custom product fields to your Shopify quote workflow. Text inputs, dropdowns, file uploads, color swatches, and 12 field types for B2B orders.

Feb 8, 202610 min read
How to Hide Prices on Shopify (3 Methods Compared)
Guide

How to Hide Prices on Shopify (3 Methods Compared)

Compare 3 ways to hide prices on your Shopify store: theme code editing, Shopify B2B native, and using AddToQuote. Find the best approach for your business.

Jan 20, 202610 min read
Shopify B2B vs Shopify Plus: Which Do You Need?
Guide

Shopify B2B vs Shopify Plus: Which Do You Need?

Compare Shopify B2B features vs Shopify Plus. Find which plan fits your wholesale business and when apps like AddToQuote work better.

Jan 15, 202610 min read
How to Convert Shopify Quotes to Draft Orders
Guide

How to Convert Shopify Quotes to Draft Orders

Learn how to convert quotes into Shopify draft orders with one click. Save hours of manual data entry and close B2B deals faster.

Jan 10, 20268 min read
5 Signs Your Shopify Store Needs a Quote App
Strategy

5 Signs Your Shopify Store Needs a Quote App

Not sure if you need a quote app? Here are 5 clear signs your Shopify store would benefit from request-for-quote functionality, with real examples and solutions.

Jan 5, 20269 min read
B2B Quote Management Guide for Shopify
Guide

B2B Quote Management Guide for Shopify

Master B2B quote management on Shopify. A step-by-step guide to building a quote workflow that captures requests, tracks deals, and converts more quotes into sales.

Jan 5, 202510 min read
7 Ways to Convert B2B Quotes into Sales
Strategy

7 Ways to Convert B2B Quotes into Sales

7 proven strategies to convert more B2B quotes into orders on Shopify. From faster response times to branded PDF proposals — a step-by-step playbook for improving your close rate.

Jan 3, 202510 min read
Customer-Specific Pricing on Shopify B2B
Guide

Customer-Specific Pricing on Shopify B2B

Set up customer-specific pricing on Shopify with price lists or quote-based workflows. Works on any plan — no Shopify Plus required. Step-by-step guide.

Dec 28, 202410 min read
Wholesale Price Negotiation Strategies
Strategy

Wholesale Price Negotiation Strategies

Master wholesale price negotiation on Shopify. Proven tactics to protect margins, structure discounts, and close B2B deals using quote-based workflows and CRM tracking.

Dec 20, 202410 min read
10 Must-Have B2B Quote Management Features
Guide

10 Must-Have B2B Quote Management Features

10 essential features every B2B quote management system needs on Shopify. From CRM pipelines and PDF proposals to one-click draft orders — know what to look for.

Dec 15, 202410 min read
Building a High-Converting B2B Sales Funnel
Strategy

Building a High-Converting B2B Sales Funnel

Build a high-converting B2B sales funnel on Shopify. Learn the 7 stages from discovery to close, with CRM pipeline tactics and metrics that drive quote conversion.

Dec 10, 202410 min read