CPQ stands for Configure, Price, Quote — software that lets sales teams configure complex products, apply dynamic pricing, and generate professional quotes. Traditionally enterprise tools like Salesforce CPQ ($75–150 per user). AddToQuote brings it to Shopify at $25/mo flat.
Configure. Price. Quote. The full B2B sales motion — inside Shopify Admin.
Skip Salesforce CPQ ($75–150 per user). Skip HubSpot ($50–300 per user). AddToQuote brings configurators, dynamic pricing, branded PDF quotes, and a CRM pipeline — flat $25–100/mo.
Three stages. One app. Zero per-seat fees.
Customer picks color, material, size, finish, dimensions — uploads a spec file or CAD drawing if needed. AddToQuote supports 20 field types: text, dropdown, date, file upload, number, checkbox, toggle, and more.
Quote arrives in your CRM pipeline. Apply discounts (percentage or fixed), adjust line items, add custom fees, and recalculate totals — all inside Shopify Admin.
Generate a professional PDF with your logo, terms, and line items. Send via Gmail, Outlook, or any provider. Customer accepts → quote becomes a Shopify draft order with a checkout link.
No bolt-ons. No integrations. Native Shopify.
20 field types for customer-facing customization. Conditional logic, file uploads, custom validation. Spec data flows into the quote and final order.
6 deal stages, drag-and-drop kanban, team assignment, deal notes, activity timeline, conversion analytics — built into Shopify Admin.
Apply discounts (percentage or fixed), adjust unit prices, add custom line items, and override totals on each quote — without touching product pricing.
Auto-generated PDFs with your logo, custom fields, and itemized totals. Sent via your connected inbox so the customer recognizes the sender.
Approved quotes convert to Shopify draft orders in one click. Customer receives a checkout URL and pays via standard Shopify payment methods.
8 triggers + 4 actions for advanced automation. Auto-assign quotes by region, escalate stuck deals, send Slack notifications, sync to external CRMs.
Compare AddToQuote with the alternatives a Shopify B2B merchant typically considers.
| CPQ Tool | Cost | Strengths | Weaknesses for Shopify B2B |
|---|---|---|---|
| Salesforce CPQ | $75–150 per user / month | Enterprise-grade, deep customization | Per-seat pricing, complex setup, not Shopify-native |
| HubSpot Quotes | $50–300 per user / month | Decent quote workflow, marketing tooling | No Shopify integration, requires HubSpot CRM, expensive at scale |
| PandaDoc | $35–65 per user / month | Strong quote / proposal documents | Document-focused, not workflow-focused, no Shopify integration |
| AddToQuote | $25–100 / month flat | Native Shopify, no per-seat fees, CRM + PDF + Flow | No native net-30 payment terms (use any Shopify payment app instead) |
CPQ stands for Configure-Price-Quote — software that lets sales teams configure complex products, apply dynamic pricing, and generate professional quotes. Traditionally enterprise software (Salesforce CPQ, Oracle CPQ) with per-seat pricing in the hundreds of dollars per month. AddToQuote brings the same workflow to Shopify at flat pricing.
B2B merchants who sell configurable, custom, or build-to-order products need more than "Add to Cart." Customers want to specify requirements, sales teams want to apply custom pricing, and both sides expect a formal quote document. CPQ workflows handle this. AddToQuote is purpose-built for this on Shopify.
AddToQuote is native to Shopify — it lives in Shopify Admin, uses your existing products and customers, and converts quotes into Shopify draft orders directly. Salesforce CPQ and HubSpot are general-purpose CRMs that require integration work to talk to Shopify. They also charge per user; AddToQuote is flat $25–100/mo.
Yes. The Product Options feature (Enterprise plan, $100/mo) supports 20 field types: text, textarea, number, dropdown, multi-select, file upload, date, time, checkbox, toggle, color swatches, and more. Customer specifications attach to the quote and flow through to the final draft order.
Built-in CRM pipeline with 6 stages (New, Qualified, Proposition, Quoted, Won, Lost), drag-and-drop kanban, team member assignment, internal notes, full activity timeline, deal-level discounts, and conversion analytics. No separate CRM purchase needed.
$25/mo Professional, $50/mo Advanced (adds Shopify Flow + outbound webhooks + messaging integrations), $100/mo Enterprise (adds Product Options for full configurator). 14-day free trial. No per-seat fees, no per-quote fees.
No per-seat fees. No per-quote fees. 14-day free trial.
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