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

Installing a new Shopify app for your B2B store is a commitment of time and resources. Before you invest in a paid plan, you need to verify that the app actually solves your quote management problems. AddToQuote offers a 14-day free trial with full access to all features — Professional, Advanced, and Enterprise plans unlocked with no credit card required. This guide shows you exactly what to test each day to make an informed decision before the trial expires.

Why Test Systematically

Most merchants install an app, click around for 10 minutes, and make a snap decision. That approach misses critical functionality and leads to buyer's remorse. A systematic 14-day test ensures you evaluate:

• Core features — quote forms, CRM pipeline, PDF generation, email notifications
• Advanced features — Shopify Flow automations, outbound webhooks, messaging integrations
• Enterprise features — per-product custom options with 12 field types
• Real-world workflows — how the app handles your actual products, customers, and team processes
• Integration points — compatibility with your existing tools (email providers, CRM, messaging platforms)

This checklist gives you a structured testing plan so you spend your trial evaluating what matters instead of guessing what to click.

Days 1-3: Core Setup

Your first three days focus on installing the essential components and verifying the app appears correctly in your storefront.

Day 1: Install and Enable App Embed

1. Install AddToQuote from the Shopify App Store
2. Complete the onboarding wizard — enter business info and sales team size
3. Enable the app embed in your theme: Theme Customizer → App Embeds → Add to Quote App Embed (toggle ON)
4. Verify the app embed loads correctly by viewing any product page in an incognito browser

The app embed injects core functionality like price hiding and the quote cart icon. Without it, other features won't work.

Day 2: Add Popup Widget and Quote Button

1. Open Theme Customizer → select any product page template
2. Add the Add to Quote Popup Widget block (usually in the footer or a hidden section)
3. Add the Add to Quote Button block to your product page (below the Add to Cart button)
4. Configure button text, color, and style to match your theme
5. Test the button: click it, verify the popup opens with your product name and price

If you see "Add to Quote" on your product page and clicking it opens a popup form, setup is working correctly.

Day 3: Configure Form Fields

1. Navigate to Settings → Widget Settings in the AddToQuote dashboard
2. Customize the quote form fields (name, email, phone, company, quantity, message)
3. Mark required fields
4. Test the form by submitting a quote request from your storefront
5. Verify the quote appears in the CRM Pipeline under the "New" stage

By day 3, you should have a working quote system: button → popup → form submission → CRM entry. If this basic flow works, you're ready to test advanced features.

Days 4-7: Core Features

Now that the basic setup is complete, spend the next four days testing the features that make quote management valuable.

Day 4: CRM Pipeline Management

1. Submit 3-5 test quotes from your storefront with different products and quantities
2. Review the CRM pipeline: drag quotes between stages (New → Qualified → Proposition → Quoted → Won → Lost)
3. Click into a quote detail page to see full customer info, line items, and deal value
4. Add a note to a quote and verify it appears in the activity timeline
5. Assign a quote to a team member (if you added team members in Settings → Team)

The CRM pipeline is the central hub for managing quotes. Verify that dragging quotes between stages feels smooth and quote details load quickly.

Day 5: PDF Quote Generation

1. Open a quote from your CRM pipeline
2. Click Generate PDF Quote
3. Review the PDF: product names, quantities, prices, customer info, your business logo
4. Download the PDF and check the formatting on both desktop and mobile devices
5. Send yourself a test PDF via email

PDF quotes are critical for B2B sales. Check that the design looks professional and includes all the details your buyers need.

Day 6: Price Hiding

1. Navigate to Settings → Widget Settings → Price Hiding
2. Enable price hiding and set custom replacement text (e.g., "Login for pricing" or "Request a quote")
3. View a product page in an incognito browser to verify prices are hidden
4. Ensure the "Add to Quote" button is still visible and functional
5. Test that logged-in customers (B2C) still see prices if you configured customer tag-based exceptions

Price hiding is a major feature for B2B stores. Verify it works across different product types (simple products, variants, bundles).

Day 7: Email Notifications

1. Navigate to Settings → Email Provider and configure your email service (AWS SES, Gmail OAuth, Outlook OAuth, SendGrid, Resend, or Mailgun)
2. Send a test email to verify the connection works
3. Submit a quote request from your storefront
4. Check your inbox for the quote notification email
5. Reply to the quote from your email and verify the conversation flows correctly

Email notifications keep your sales team responsive. Test both inbound notifications (new quote requests) and outbound emails (sending PDF quotes to customers).

By the end of day 7, you've tested the five core features every B2B quote app must have. If these all work smoothly, you have a solid foundation. Days 8-11 focus on automation and integrations.

Days 8-11: Advanced Features

The next four days are for testing automation features that save time and reduce manual work. These features require the Advanced or Enterprise plan during your trial.

Day 8: Shopify Flow Automations

Shopify Flow is only available on Shopify Advanced and Plus plans. If you're on Basic or Standard, skip this section.

1. Open Shopify Admin → Apps → Flow
2. Create a new workflow with the trigger "AddToQuote - Quote Requested"
3. Add an action: "Send email notification to sales team"
4. Save and activate the workflow
5. Submit a test quote request and verify the Flow workflow executes

Flow workflows automate repetitive tasks. Common examples: auto-assign quotes based on product tags, send Slack notifications on high-value quotes, or create draft orders when quotes move to "Won" stage.

Day 9: Outbound Webhooks

1. Navigate to Settings → Integrations → Outbound Webhooks
2. Add a webhook endpoint (use a tool like webhook.site for testing)
3. Subscribe to the "Quote Requested" event
4. Submit a quote request from your storefront
5. Verify the webhook delivery appears in your endpoint logs with HMAC signature validation

Outbound webhooks let you integrate AddToQuote with external systems like Salesforce, HubSpot, or custom internal tools. Test the delivery logs to ensure events are firing reliably.

Day 10: Messaging Integrations

1. Navigate to Settings → Integrations → Messaging Channels
2. Add a Slack, Discord, Microsoft Teams, or Telegram integration
3. Configure the webhook URL or bot token
4. Send a test notification
5. Submit a quote request and verify the notification appears in your messaging platform

Messaging notifications keep your team responsive without email overload. Test that notifications appear immediately and include all relevant quote details.

Day 11: Product Options (Enterprise Only)

Product Options are exclusive to the Enterprise plan. During your trial, you have full access.

1. Navigate to Settings → Product Options
2. Create a new option set with 3-4 custom fields (text input, dropdown, file upload, checkbox)
3. Assign the option set to a test product
4. View the product page in an incognito browser and verify the custom fields appear below the quote button
5. Submit a quote with custom field values and verify they appear in the quote detail page and PDF

Product Options let customers customize orders beyond standard Shopify variants. Test required fields and validation rules to ensure they work as expected.

Days 12-14: Evaluate and Decide

The final three days are for reviewing your experience and choosing a plan.

Day 12: Review Analytics

1. Navigate to Dashboard → Analytics
2. Review key metrics: quote requests, conversion rate, average deal value, top-performing products
3. Export a CSV report of all quotes submitted during your trial
4. Compare quote volume to your expectations (if you had 20 quotes in 12 days, how many do you expect per month?)

Analytics help you project ROI. If you converted 5 out of 20 quotes at an average deal value of $500, that's $2,500 in revenue — a clear win over the $100/month Professional plan cost.

Day 13: Check Conversion Rates

1. Review the CRM pipeline and count quotes in each stage
2. Calculate your conversion rate: (Won quotes / Total quotes) × 100
3. Identify bottlenecks: are quotes getting stuck in the "Qualified" stage? Are you losing deals at the "Quoted" stage?
4. Consider how the app helps or hinders your sales process

A quote app should *improve* conversion rates by making it easier to respond quickly, send professional PDFs, and track deals. If your conversion rate is lower than expected, review your workflow and adjust form fields, email templates, or CRM stages.

Day 14: Choose Your Plan

Based on your 14-day trial, decide which plan fits your needs:

• Professional ($100/mo): Core features only — quote forms, CRM, PDF quotes, email notifications, price hiding, draft order creation
• Advanced ($200/mo): Adds Shopify Flow automations, outbound webhooks, messaging integrations (Slack/Discord/Teams/Telegram)
• Enterprise ($300/mo): Adds Product Options with 12 field types and per-product configuration

Review the full feature comparison to see which features are included in each plan.

Choosing the Right Plan

Here's how to decide:

• Choose Professional if you need basic quote management and don't require integrations or product customization. Best for small teams with simple workflows.
• Choose Advanced if you want Shopify Flow automations, webhook integrations, or messaging notifications. Best for growing teams that need to connect AddToQuote with other tools.
• Choose Enterprise if you sell customizable products and need per-product options with 12 field types. Best for businesses with complex product configurations.

Not sure? Start with Professional and upgrade later if you outgrow it. All plans include email support and access to core CRM features.

Frequently Asked Questions

How long is the free trial?

The AddToQuote free trial lasts 14 days. You get full access to all features across Professional, Advanced, and Enterprise plans during the trial period.

What features are included in the trial?

The trial includes everything: quote forms, CRM pipeline, PDF generation, price hiding, email notifications, Shopify Flow automations, outbound webhooks, messaging integrations (Slack/Discord/Teams/Telegram), product options, and all other features from all three plans.

Do I need a credit card to start the trial?

No credit card is required to start your 14-day free trial. Simply install AddToQuote from the Shopify App Store and you'll have immediate access to all features.

Can I extend the trial period?

The standard trial is 14 days. If you need more time to evaluate the app, contact our support team through the app dashboard or email support@addtoquote.com to discuss your specific needs.

What happens when the trial ends?

When your trial ends, you'll need to select a plan (Professional, Advanced, or Enterprise) to continue using AddToQuote. If you don't choose a plan, the app will stop processing new quote requests but your existing quote data will be preserved.

Make the Most of Your Trial

A 14-day trial is enough time to validate whether AddToQuote fits your B2B workflow — if you test systematically. Follow this day-by-day checklist to evaluate core features, test advanced automations, and review analytics before committing to a paid plan. Most merchants know by day 7 whether the app solves their quote management problems. If you need help during your trial, use the in-app support chat or email support@addtoquote.com.

Install AddToQuote from the Shopify App Store to start your free trial today, or book a free demo to see the app in action before you install.