Installation
Go to apps.shopify.com/add-to-quote or search for "Add to Quote" in the Shopify App Store.
Click the "Install" button. You'll see the screen below asking for permissions. Click Install to continue.
The app requires permissions to access your products, create draft orders, and manage theme customizations.
After installation, you automatically start a 14-day free trial with full access to all features. No credit card required. You'll see the trial banner at the top of the app.
Dashboard Overview
Your dashboard shows how your quoting is performing at a glance. Numbers update automatically as quotes move through stages.
KPIs, Charts & Pipeline Funnel
Top Row KPIs:
- Close Rate
- Average Deal Size
- Total Revenue
- Conversion Rate, Wins, Lost
Charts:
- Quotes by Month (line chart)
- Pipeline Funnel (New → Won)
Top Products, Salespeople, Customers & Pipeline Summary
Leaderboard Tables:
- Top Products (SKU, Qty, Volume)
- Top Salespeople (Deals, Won, Revenue)
- Top Customers (Quotes, Avg Qty, Volume)
Pipeline Summary:
- Pipeline Value
- Open Deals
- Draft Orders Created
- Forecast Revenue
All tables have an Export button to download data as CSV or Excel.
Display & Logic
The Display & Logic tab is the first settings tab. All visual settings are configured in the Shopify Theme Editor — this tab tells you where to find them.
App Embeds → Add to Quote App Embed
- Hide ALL prices store-wide
- Hide cart icon from header
- Hide Add to Cart buttons
Product Page → Add to Quote Button
- Button text
- Button colors (background & text)
- Button style (shape, width, height)
Store-Wide Mode: The "Add to Quote" button appears on all products automatically. No need to enable specific products or collections.
Quote Settings
Configure your quote numbering format.
PDF Settings
Customize the appearance of generated quote PDFs with your company branding.
Tip: Upload your logo to Shopify Files (Settings → Files) to get a permanent URL.
Notifications & Team
Set up where you get notified about new quotes and manage your sales team.
Lead Assignment Priority: Team members are assigned leads in order from #1 to last using round-robin rotation. Use the arrows to change priority.
Email Provider
Emails work out of the box with no setup. Want to send from your own email address? Connect Gmail or Outlook with one click — no API keys needed.
Recommended: Connect your Gmail or Outlook account to send quotes from your own email address. Customers see your email, not ours.
One-Click Email Setup
Google Gmail
- Click "Connect Gmail"
- Sign in with Google
- Done — quotes sent from your Gmail
Microsoft Outlook 365
- Click "Connect Outlook"
- Sign in with Microsoft
- Done — quotes sent from your Outlook
Gmail Setup Guide
- Go to Settings → Email Provider in your AddToQuote dashboard
- Under One-Click Email Setup, click the "Connect Gmail" button
- A Google sign-in window opens — select or sign in with the Gmail account you want to send from
- Grant AddToQuote permission to send emails on your behalf
- You're redirected back to the app with a "Gmail Connected" confirmation
- All quote emails now come from your Gmail address
Outlook 365 Setup Guide
- Go to Settings → Email Provider in your AddToQuote dashboard
- Under One-Click Email Setup, click the "Connect Outlook" button
- A Microsoft sign-in window opens — sign in with your Microsoft 365 or Outlook.com account
- Grant AddToQuote permission to send emails on your behalf
- You're redirected back to the app with an "Outlook Connected" confirmation
- All quote emails now come from your Outlook address
One provider at a time: You can only connect Gmail OR Outlook, not both. To switch providers, disconnect the current one first using the "Disconnect" button, then connect the other.
Other Options
Custom CSS
Override default styles for quote buttons, forms, and cart elements with your own CSS. Applied to all quote-related elements on your storefront.
Advanced Feature: Improper CSS can break your storefront layout. Use with caution and test thoroughly after saving.
Form Builder
Choose which fields appear on your quote request form. Turn fields on or off, mark them as required, and see a live preview.
Available Fields:
- Customer Name (system, always visible)
- Email Address (system, always visible)
- Phone Number
- Company Name
- Street Address, City, State, Zip, Country
- Message/Notes
- File Attachments
Configuration:
- Toggle each field ON or OFF
- Mark fields as required
- Reorder fields
- Live preview updates instantly
- File uploads (when enabled)
Form fields load automatically from your Form Builder settings. No extra configuration needed.
Custom Product Fields
Add custom input fields to product pages so customers can provide item-specific details like engraving text, color preferences, or delivery notes.
How it works:
- Drag the Custom Fields Widget block onto any product page section in the Theme Editor
- Configure up to 5 fields per block — set the label, type, and whether it's required
- Customers fill in the fields, then click Add to Quote — the data flows through the entire pipeline
Supported field types:
Custom field data appears everywhere: quote popup, cart, submission form, quote detail page, PDF, emails, draft order line items, Shopify Flow triggers, and outbound webhooks.
Popup Widget
The Popup Widget adds a floating button to your storefront. When customers click it, a slide-up panel shows their quote items, lets them adjust quantities, and submit a quote request — all without leaving the page.
Enable the Add to Quote Popup Widget in your Theme Editor under App embeds. No page setup needed — it works on every page automatically.
Floating Button
- Position: bottom-right or bottom-left
- Custom button and icon colors
- Icon style: cart or quote
- Adjustable size (48–72px) and edge offset
- Badge shows item count
Quote Panel
- Full-screen slide-up panel
- Custom heading, header color, and text color
- CTA button text and colors
- Auto-open when item is added (optional)
- Hide prices with custom text
Theme Editor Settings
Form fields load automatically from your Form Builder settings. No extra configuration needed.
Quotes Page
View and manage all quote requests. Filter by pipeline stage, download quotes, or delete them.
CRM Pipeline
Drag-and-drop board to track every quote from first contact to closed deal.
Pipeline KPIs:
- Total Pipeline Value
- Total Deals
- Won This Month
- Conversion Rate
Kanban Features:
- 6 stages: New, Qualified, Proposition, Quoted, Won, Lost
- Drag-and-drop leads between stages
- Star rating and priority badges
- Pipeline Distribution chart
- Search leads and export data
Quote Detail & Actions
Click any lead card in the pipeline to see the full details. From here you can manage the deal, convert it to a Shopify draft order, and track everything.
Draft Orders & Invoicing
Convert approved quotes into Shopify draft orders and send invoices to customers for payment — all without leaving the app.
How to Convert a Quote to a Draft Order
- Open a quote from the Quotes Page or CRM Pipeline
- Review the quote items, customer info, and deal value
- Click the "Create Draft Order" button
- The app creates a Shopify draft order with all line items, quantities, customer email, and negotiated prices pre-filled
- A green "Invoice Created" banner appears with two buttons: View Invoice and Copy URL
Sending an Invoice
Validation: If the customer email is missing or invalid, the app will show a specific error message instead of a generic failure. Fix the email in the quote detail before retrying.
Exports (CSV, Excel, PDF)
Export your quote data in multiple formats for external analysis, reporting, or record-keeping.
CSV Export
Standard comma-separated values file. Opens in Excel, Google Sheets, or any spreadsheet tool. Includes all quote fields.
Excel / TSV Export
Tab-separated values file compatible with Microsoft Excel. Preserves formatting for easy data analysis.
PDF Export
Styled PDF with a formatted table. Includes your company logo and branding from PDF Settings.
Where to Export
Branded PDFs: Make sure to upload your company logo in PDF Settings before exporting. Your logo and company name appear on every PDF quote.
Shopify Flow
Automate your quote workflow with Shopify Flow. AddToQuote provides 7 triggers and 4 actions that let you build powerful automations without writing any code.
Advanced Plan: Shopify Flow triggers and actions require the Advanced plan ($200/month). Trial merchants have full access to all features.
Requirement: Shopify Flow is available on Shopify Plus, or any plan that includes Flow (most current Shopify plans include it).
7 Triggers
Triggers fire automatically when something happens in AddToQuote. Use them to start Flow workflows.
Quote Requested
Fires when a customer submits a quote. Includes 15 data fields: items, customer info, address, and message.
Quote Stage Changed
Fires when a quote moves between pipeline stages. Includes old stage and new stage.
Quote Converted
Fires when a quote is converted to a draft order. Includes draft order GID and customer reference.
Quote Assigned
Fires when a quote is assigned to a team member. Includes team member name and email.
Quote Note Added
Fires when a note is added to a quote. Includes the note content.
Quote Deleted
Fires when a quote is deleted. Includes the quote ID and number.
Invoice Sent
Fires when a draft order invoice is sent. Includes the draft order ID and customer email.
4 Actions
Actions let Shopify Flow perform operations in AddToQuote as part of a workflow.
Convert Quote to Draft Order
Creates a Shopify draft order from a quote. Idempotent — safe to run multiple times. Optional flag to send the invoice automatically.
Update Quote Pipeline Stage
Moves a quote to any valid pipeline stage (New, Qualified, Proposition, Quoted, Won, Lost).
Assign Quote to Team Member
Assigns a quote to a specific team member by their ID.
Add Note to Quote
Appends a note to the quote. Notes added via Flow are prefixed with [Flow] and never overwrite existing notes.
Example Workflows
Auto-Convert High-Value Quotes
When a quote stage changes to "Won", automatically convert it to a draft order and send the invoice.
Auto-Assign by Region
When a quote is requested, check the shipping region and assign it to the right sales rep automatically.
Follow-Up on Lost Quotes
When a quote moves to "Lost", send a follow-up email to the customer or notify the sales team.
Known Limitation: Shopify Flow's "Get data → For each → Add tags" pattern does not work with third-party triggers. Use the customer_reference on the Quote Converted trigger for customer tagging workflows.
Messaging Notifications
Get instant notifications in your team chat when quotes are submitted, stages change, or deals are won. Connect to Slack, Discord, Microsoft Teams, or Telegram with one click.
Advanced Plan: Messaging notifications require the Advanced plan ($200/month). Trial merchants have full access to all features.
Slack
Post notifications to any channel when quotes are submitted, converted, or moved between stages.
Discord
Send rich embeds to Discord channels with quote details, customer info, and deal values.
Microsoft Teams
Notify your sales team in Teams channels when new quotes arrive or deals close.
Telegram
Get instant mobile alerts via Telegram when quotes need attention or action.
Configure messaging integrations in Settings → Integrations. Each platform supports multiple channels and custom notification rules.
Product Options
Create per-product custom options that customers fill out when requesting a quote. Build option sets with drag-and-drop and assign them to specific products.
Enterprise Plan: Product Options require the Enterprise plan ($300/month). Trial merchants have full access to all features.
12 Field Types
Admin UI
Build option sets with a drag-and-drop field builder in the AddToQuote admin. Assign option sets to specific products using Shopify's ResourcePicker. Option data is synced to product metafields for storefront rendering.
Theme Block
Add the "Product Options Widget" block to your product template in the Theme Editor. The block renders the assigned option set fields automatically on the storefront.
Product option values are captured as line item properties and flow through the full pipeline: quote submission, CRM, PDF generation, emails, draft orders, Flow triggers, and outbound webhooks.
Outbound Webhooks
Send real-time quote data to any external system via HMAC-signed webhooks. Connect AddToQuote to your CRM, ERP, Slack, Zapier, or any service that accepts HTTP POST requests.
Advanced Plan: Outbound webhooks require the Advanced plan ($200/month). Trial merchants have full access to all features.
No Shopify Plus required. Outbound webhooks work on any Shopify plan.
Setup
Open the Integrations tab (tab 7) in your AddToQuote settings.
Enter your HTTPS endpoint URL. Only HTTPS URLs are accepted for security.
Choose which events this endpoint should receive. You can select all or pick specific ones.
Click "Test" to send a sample quote.test event to verify your endpoint is reachable.
Toggle the endpoint on. You can pause and re-enable at any time.
8 Webhook Events
quote.created
A new quote request is submitted
quote.stage_changed
A quote moves between pipeline stages
quote.converted
A quote is converted to a draft order
quote.assigned
A quote is assigned to a team member
quote.note_added
A note is added to a quote
quote.invoice_sent
A draft order invoice is sent
quote.deleted
A quote is deleted
quote.test
Test event sent when you click "Test"
Delivery Logs
Every delivery is logged with the HTTP status code, response time, and event type. Use delivery logs to debug integration issues.
Security Features
X-AddToQuote-Signature header.
Limit: Up to 5 webhook endpoints per store. Each endpoint can subscribe to different events.
Theme Editor Setup
Enable App Blocks in Your Theme
Go to Online Store → Themes → Customize in your Shopify admin.
Click App embeds at the bottom of the left sidebar. Toggle on Add to Quote App Embed. This controls cart icon hiding, Add to Cart hiding, and the quote header icon.
Still in App embeds, toggle on Add to Quote Popup Widget. This adds a floating quote button to every page so customers can view and submit quotes without navigating away.
Navigate to a product page template. Click Add block in the product section and select Add to Quote Button. This is where you configure button styling and price hiding.
Create pages for your quote cart and form. Add these app blocks to the pages:
Add to Quote App Embed
Global embed: hides cart icon, Add to Cart buttons, shows quote header icon
Add to Quote Popup Widget
Floating button + slide-up quote panel on every page
Add to Quote Button
Product page block: quote button + price hiding settings
Quote Icon Widget
Header icon with badge showing item count
Product List Widget
Full-page display for reviewing selected quote items
Quote Form Widget
Quote submission form with your configured fields
Custom Fields Widget
Per-product custom input fields (text, dropdown, checkbox, radio, date)
Product List Widget
Quote Form Widget
Make sure to save your theme changes and publish if needed.
Price Hiding
Price hiding is configured in two places depending on the scope:
Store-Wide (App Embed)
In App Embeds → Add to Quote App Embed, toggle "Hide ALL prices" to replace every price on your store with "Contact for pricing".
Product Section (Button Block)
In the Add to Quote Button block, toggle price hiding scoped to the product section only. Set custom replacement text and a custom CSS selector for unusual themes.
Popup Widget
In the Popup Widget settings, toggle "Hide prices" to hide prices inside the popup panel and replace with custom text.
How to Enable:
- Go to Online Store → Themes → Customize
- Navigate to a product page template
- Click the Add to Quote Button block
- Check "Hide prices in this section"
- Optionally set custom replacement text
- For unusual themes, paste a custom CSS selector
- Save your changes
Perfect for B2B: Hide prices to encourage customers to request quotes for bulk or custom pricing.
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