Shopify Product Options for B2B Custom Orders — 12 Field Types

Shopify variants are great for size and color options, but they break down when you need custom product configurations for B2B orders. Manufacturing, wholesale, and custom product businesses need fields like engraving text, file uploads, and material selections to capture complex order requirements.

AddToQuote Product Options solve this problem by adding 12 custom field types to your quote workflow with per-product configuration. This guide shows you how to use Product Options to handle custom B2B orders on Shopify.

Why B2B Needs Product Options (Beyond Variants)

Shopify variants work well for standard product attributes like size, color, and material. But they have major limitations for B2B:

Shopify Variant Limitations

• Max 3 variant options per product (e.g., Size, Color, Material)
• Max 100 variant combinations (e.g., 5 sizes × 10 colors × 2 materials = 100 variants)
• No file uploads (customers can't attach design files, logos, or specifications)
• No custom text inputs (can't collect engraving text, monograms, or custom messages)

Product Options remove these limitations by adding custom fields that sit outside Shopify's variant system.

Product Options Use Cases

• Manufacturing: Material selection, custom dimensions, finishing options, file upload for CAD drawings
• Wholesale: Bulk quantities, packaging options, custom labeling, delivery date selection
• Custom Packaging: Box size, material, printing method, upload logo file, proof approval
• Promotional Products: Imprint text, font selection, color preferences, upload artwork
• Made-to-Order: Fabric selection, measurements, custom details, rush delivery option

If your B2B products require more than 3 options or involve file uploads, you need Product Options.

12 Custom Field Types Overview

AddToQuote supports 12 field types, each designed for specific use cases:

Each field type supports:

• Validation rules — required/optional, min/max length, file size limits

Setting Up Product Options in AddToQuote

Here's how to create custom product fields and assign them to products:

Step 1: Create an Option Set

1. Navigate to AddToQuote → Settings → Product Options
2. Click Create Option Set
3. Enter a name (e.g., "Custom T-Shirt Options")
4. Click Save

An option set is a collection of custom fields that you assign to products.

Step 2: Add Custom Fields

1. Click Add Field in the option set editor
2. Select a field type (e.g., "Text")
3. Configure field settings:

• Label: "Engraving Text"
• Placeholder: "Enter text (max 20 characters)"
• Required: Yes
• Validation: Max length 20 characters

1. Click Save Field

Repeat for all fields you need (text inputs, dropdowns, file uploads, etc.).

Step 3: Assign to Products

1. Click Assign Products in the option set editor
2. Use the Shopify product picker to select products
3. Click Save

The custom fields now appear on the selected product pages when customers request a quote.

How Options Flow Through the Quote Pipeline

Custom field values are preserved at every stage of the quote workflow:

1. Storefront Submission

Customer fills out the quote form with product options. The form validates required fields and prevents submission if any required fields are empty.

2. Quote Detail Page

The quote appears in the CRM with all custom field values visible in the line items table. Example:

Product: Custom T-Shirt

Quantity: 50

Custom Fields:

• Engraving Text: "ABC Corp"
• Add Logo Printing: Yes
• Rush Delivery: Yes

3. PDF Quote

The PDF includes custom field values in the line items section, formatted as:

```

Custom T-Shirt

Quantity: 50

• Engraving Text: ABC Corp
• Add Logo Printing: Yes
• Rush Delivery: Yes

```

4. Draft Order

When you click "Create Invoice," the draft order includes custom fields as line item properties in Shopify. Line item properties are visible in the Shopify Admin order detail page and on the customer invoice.

5. Order Fulfillment

After the customer pays the invoice, the order appears in Shopify Admin → Orders with all custom field values preserved. You can view them when packing the order or send them to your fulfillment team.

Per-Product Assignment

Product Options are per-product, not store-wide. This means:

• You can create multiple option sets for different product types
• Each product can have its own custom fields
• Products without option sets assigned show the standard quote form

Example: Multiple Option Sets

This flexibility lets you tailor the quote form to each product type.

Enterprise Plan Requirement

Product Options are exclusive to the Enterprise plan ($300/mo). Here's how the three plans compare:

All plans include a 14-day free trial with full access to test Product Options before committing.

Frequently Asked Questions

What field types are available in Product Options?

AddToQuote supports 12 field types: text, textarea, dropdown, checkbox, checkbox_group, radio, date, number, color_swatch, image_swatch, file_upload, and toggle. Each field type can be configured with validation rules.

Is Product Options per-product or store-wide?

Product Options are per-product. You create an option set with custom fields, then assign it to specific products. Different products can have different option sets (e.g., t-shirts get size/color fields, custom packaging gets material/printing fields).

Which AddToQuote plan includes Product Options?

Product Options are exclusive to the Enterprise plan ($300/mo). The Professional ($100/mo) and Advanced ($200/mo) plans do not include Product Options. All plans include a 14-day free trial with full access to test the feature.

Bottom Line

Shopify variants are limited to 3 options and 100 combinations. Product Options remove these limits by adding 12 custom field types, file uploads, and per-product configuration to your B2B quote workflow. Whether you sell custom packaging, promotional products, or made-to-order manufacturing, Product Options let customers configure complex orders without back-and-forth emails or phone calls.

Install AddToQuote from the Shopify App Store to start your 14-day free trial (with full Enterprise access), or book a free demo to see Product Options in action. For more on B2B features, read our essential features guide or check out the Product Options documentation.