Email notifications work for individual quote requests, but they don't scale when your team needs instant visibility into the full quote pipeline. Messaging platforms like Slack, Discord, Microsoft Teams, and Telegram keep your sales team in sync by delivering real-time quote alerts directly to the channels they already use.
This guide shows you how to set up real-time quote notifications on all four platforms using AddToQuote's messaging integrations.
Why Messaging Beats Email for Quote Alerts
Email is fine for formal quote proposals and customer communication, but it has major drawbacks for internal team notifications:
- Slow — email inboxes are noisy, and important alerts get buried
- No collaboration — you can't @mention teammates or react to messages
- No visibility — you don't know if someone else already responded to a quote
Messaging platforms solve these problems:
- Instant delivery — notifications appear within 1-2 seconds
- Team visibility — everyone sees the same alerts in a shared channel
- Contextual discussion — reply in threads, @mention teammates, add reactions
- Mobile-friendly — get alerts on your phone without checking email
If your team already uses Slack, Discord, Teams, or Telegram for daily communication, adding quote notifications to those platforms eliminates context switching and speeds up response times.
4 Supported Messaging Platforms
AddToQuote supports four messaging platforms:
| Platform | Best For | Setup Complexity |
|---|---|---|
| Discord | Teams using Discord (gaming, creative, tech communities) | Easy (webhook URL) |
| Microsoft Teams | Enterprise teams using Microsoft 365 | Easy (webhook URL) |
| Telegram | Distributed teams, mobile-first workflows | Medium (bot token + chat ID) |
You can add one or multiple platforms. For example, send high-value quote alerts to Slack and all quote events to Discord.
Setting Up Slack Notifications
Slack is the most popular platform for B2B teams. Here's how to set up quote notifications:
Step 1: Create an Incoming Webhook in Slack
- Open your Slack workspace
- Navigate to Settings & Administration → Manage Apps
- Search for "Incoming Webhooks" and click Add to Slack
- Select the channel where you want notifications to appear (e.g.,
#sales-quotes) - Click Add Incoming Webhooks Integration
- Copy the Webhook URL (it looks like
https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXX)
Step 2: Add the Webhook to AddToQuote
- Navigate to Settings → Integrations → Messaging Channels in AddToQuote
- Click Add Channel
- Select Slack as the platform
- Paste the webhook URL
- Enter a channel name (e.g., "Sales Quotes")
- Select which events to receive (all 7 events or specific ones like "Quote Requested" only)
- Click Save
Step 3: Send a Test Notification
- Click Send Test Event in the messaging channel settings
- Check your Slack channel — you should see a test notification with sample quote data
- If the test fails, verify the webhook URL is correct and the channel exists
Step 4: Enable the Channel
- Toggle the channel ON in AddToQuote
- Submit a real quote request from your storefront
- Verify the notification appears in Slack within 1-2 seconds
Now every quote event (requested, stage changed, converted, etc.) triggers a Slack notification in your chosen channel.
Setting Up Discord Notifications
Discord is popular with gaming, creative, and tech communities. Setup is nearly identical to Slack:
Step 1: Create a Webhook in Discord
- Open your Discord server
- Right-click the channel where you want notifications (e.g.,
#sales) - Click Edit Channel → Integrations → Webhooks → New Webhook
- Name the webhook (e.g., "AddToQuote Bot")
- Copy the Webhook URL
Step 2: Add the Webhook to AddToQuote
- Navigate to Settings → Integrations → Messaging Channels
- Click Add Channel
- Select Discord as the platform
- Paste the webhook URL
- Select events to receive
- Click Save and send a test notification
Discord notifications include rich embeds with quote details (customer name, product, quantity, deal value).
Setting Up Microsoft Teams Notifications
Microsoft Teams is used by enterprise organizations with Microsoft 365 subscriptions. Setup requires creating an Incoming Webhook connector:
Step 1: Create a Webhook in Teams
- Open Microsoft Teams
- Navigate to the channel where you want notifications
- Click ⋯ (More options) → Connectors
- Search for "Incoming Webhook" and click Add
- Name the webhook (e.g., "AddToQuote Alerts")
- Upload an icon (optional)
- Click Create and copy the Webhook URL
Step 2: Add the Webhook to AddToQuote
- Navigate to Settings → Integrations → Messaging Channels
- Click Add Channel
- Select Microsoft Teams as the platform
- Paste the webhook URL
- Select events to receive
- Click Save and send a test notification
Teams notifications use Adaptive Cards for rich formatting (buttons, images, structured data).
Setting Up Telegram Notifications
Telegram is great for distributed teams and mobile-first workflows. Setup is slightly more complex because you need to create a bot and find your chat ID.
Step 1: Create a Telegram Bot
- Open Telegram and search for @BotFather
- Send the command
/newbot - Follow the prompts to name your bot (e.g., "AddToQuote Alerts")
- Copy the Bot Token (it looks like
123456789:ABCdefGHIjklMNOpqrsTUVwxyz)
Step 2: Find Your Chat ID
- Start a conversation with your bot (search for its username)
- Send any message to the bot (e.g., "Hello")
- Open this URL in your browser:
https://api.telegram.org/bot/getUpdates - Look for the
"chat":{"id":123456789}field — that's your Chat ID
Step 3: Add the Bot to AddToQuote
- Navigate to Settings → Integrations → Messaging Channels
- Click Add Channel
- Select Telegram as the platform
- Paste the Bot Token and Chat ID
- Select events to receive
- Click Save and send a test notification
Telegram notifications include formatted text, emoji, and clickable links.
Choosing Which Events to Receive
AddToQuote supports 7 quote events that can trigger messaging notifications:
| Event | When It Fires | Example Use Case |
|---|---|---|
| Quote Stage Changed | Quote moved between pipeline stages | Track high-value quotes moving to "Quoted" |
| Quote Converted | Quote converted to draft order | Celebrate wins in a sales channel |
| Quote Assigned | Quote assigned to a team member | Notify assignee they have a new quote |
| Quote Note Added | Internal note added to a quote | Track important customer conversations |
| Quote Deleted | Quote deleted from CRM | Audit trail for lost deals |
| Invoice Sent | Invoice sent to customer | Confirm invoice delivery |
You can subscribe to all 7 events or filter to specific ones. For example:
- High-volume teams: Only "Quote Requested" and "Quote Converted" to reduce noise
- Small teams: All events for full visibility
Configure event filters per channel in Settings → Integrations → Messaging Channels.
Combining Messaging with Email Notifications
Messaging notifications complement email — they don't replace it. Here's how to use both:
- Email: Formal communication with customers (quote proposals, invoices, follow-ups)
- Messaging: Internal team alerts and collaboration
For example:
- Customer submits a quote request
- AddToQuote sends an email notification to the assigned salesperson
- AddToQuote sends a Slack notification to the
#sales-quoteschannel - The salesperson reviews the quote and replies to the customer via email
- The team discusses the quote in a Slack thread
This workflow keeps the customer communication professional (email) while keeping the internal team in sync (Slack).
Plan Requirements
Messaging integrations are available on:
- Advanced Plan ($200/mo) — includes Slack, Discord, Teams, Telegram
- Enterprise Plan ($300/mo) — includes all Advanced features plus Product Options
The Professional Plan ($100/mo) does not include messaging integrations. If you need messaging, upgrade to Advanced.
Frequently Asked Questions
Which messaging platforms are supported?
AddToQuote supports Slack, Discord, Microsoft Teams, and Telegram. You can add one or multiple platforms and configure which quote events trigger notifications on each platform.
How do I set up Slack notifications for quotes?
Create an Incoming Webhook in your Slack workspace, copy the webhook URL, and paste it into AddToQuote Settings → Integrations → Messaging Channels. Select which events to receive (quote requested, stage changed, etc.) and send a test notification to verify it works.
Are notifications sent in real-time?
Yes. Notifications are dispatched immediately when a quote event occurs (e.g., new quote requested, stage changed, quote converted). The message appears in your Slack/Discord/Teams/Telegram channel within 1-2 seconds.
Can I choose which events to receive notifications for?
Yes. Each messaging channel can be configured with event filters. You can subscribe to all 7 quote events (requested, stage changed, converted, assigned, note added, deleted, invoice sent) or select only the events you care about.
Which AddToQuote plan includes messaging integrations?
Messaging integrations (Slack, Discord, Teams, Telegram) are available on the Advanced ($200/mo) and Enterprise ($300/mo) plans. The Professional plan ($100/mo) does not include messaging.
Bottom Line
Real-time messaging notifications keep your sales team responsive without email overload. Whether you use Slack, Discord, Microsoft Teams, or Telegram, AddToQuote delivers instant quote alerts directly to the channels your team already monitors. Setup takes 5 minutes, and once configured, you'll never miss a quote request again.
Install AddToQuote from the Shopify App Store to start setting up messaging notifications today, or book a free demo to see the feature in action. For more on integrations, read our guides on Shopify Flow automation and outbound webhooks.
AddToQuote Team
B2B Commerce Experts
Helping B2B merchants streamline their quote management and close more deals.



