Installation
Install from Shopify App Store
Go to apps.shopify.com/addtoquote or search for "AddToQuote" in the Shopify App Store.
AddToQuote
Request for Quote & B2B Wholesale
Click the "Add app" button and follow the authorization prompts. You'll be redirected to your Shopify admin to confirm the installation.
The app requires permissions to access your products, create draft orders, and manage theme customizations.
After installation, you'll automatically start a 14-day free trial with full access to all features. No credit card required.
Dashboard Overview
Dashboard
Analytics for the last 30 days
Total Quotes
156
Pending Quotes
23
Conversion Rate
34.2%
Total Revenue
$45,230
What you'll see:
- Total quotes received and pending
- Conversion rate from quote to sale
- Revenue from closed quotes
- Conversion funnel visualization
Display & Logic Settings
Display & Logic
Configure where quote buttons appear and how prices are displayed
Where to Enable Quote Button
Choose where the "Add to Quote" button appears on your store:
Store-wide (all products)
Quote button appears on every product in your store
Specific collections
Only products in selected collections show the quote button
Specific products (SKUs)
Manually select which products show the quote button
Button Behavior
Replace 'Add to Cart' button with 'Add to Quote'
Show both buttons (Add to Cart + Add to Quote)
Tip: Visual settings like price hiding and cart icon hiding are configured in the Theme Editor for instant preview. Go to Customize Theme → App embeds → Add to Quote - Global.
Quote Settings
Quote Settings
Configure quote numbering format and expiration settings
Use {{year}}, {{month}}, {{day}}, {{number}}, {{shop}} variables
Number of digits for quote numbers (e.g., 0001, 00001)
Preview: QT-2025-0001
Enable automatic quote expiration
Quotes will automatically expire after this many days
PDF Settings
PDF Settings
Customize the appearance of generated quote PDFs
These settings control how your company appears on downloaded quote PDFs. Upload your logo and set your company name for a professional look.
Displayed at the top of the PDF. If empty, your shop name will be used.
Enter the URL of your logo image (PNG, JPG, or GIF). Recommended size: 300x100 pixels.
Tip: Upload your logo to Shopify Files to get a permanent URL. Go to Settings → Files in your Shopify admin to upload an image and copy its URL.
Notifications & Team
Notifications & Team
Configure email notifications and manage your sales team
Where to send new quote notifications
Send confirmation email to customers
Sales Team Management
Add team members to receive notifications and auto-assign leads
John Doe
john@example.com
Jane Smith
jane@example.com
Lead Assignment Priority: Team members are assigned leads in order from #1 to last using round-robin rotation.
Enable Products
Products
Select which products show the quote button
Industrial Widget Pro
SKU: IWP-001 · $299.00
Commercial Grade Connector
SKU: CGC-002 · $149.00
Heavy Duty Bracket Set
SKU: HDB-003 · $89.00
When using "Specific products" mode, click on products to enable or disable the quote button. Enabled products will show the "Add to Quote" button on their product pages.
Enable Collections
When using "Specific collections" mode, select which collections should have the quote button enabled. All products within enabled collections will show the quote button.
This is useful for B2B catalogs where you want to enable quoting for entire product categories like "Wholesale" or "Bulk Orders".
Quotes Page
Quotes
Manage all quote requests
QT-2025-0156
pendingAcme Corp · purchasing@acme.com
5 items
Today
QT-2025-0155
quotedTech Solutions · orders@techsol.com
3 items
Yesterday
QT-2025-0154
acceptedGlobal Industries · buyer@global.com
12 items
2 days ago
Available Actions:
- View quote details and customer information
- Update quote status (Pending → Quoted → Accepted)
- Add merchant price and internal notes
- Download as PDF, CSV, or Excel
- Create invoice (converts to Shopify draft order)
CRM Pipeline
Pipeline View
Customer 1
$2,500 · 3 items
Customer 2
$2,500 · 3 items
+3 more
Customer 1
$2,500 · 3 items
Customer 2
$2,500 · 3 items
+6 more
Customer 1
$2,500 · 3 items
Customer 2
$2,500 · 3 items
+2 more
Customer 1
$2,500 · 3 items
Customer 2
$2,500 · 3 items
+4 more
Customer 1
$2,500 · 3 items
Customer 2
$2,500 · 3 items
+10 more
Pipeline Features:
- Drag and drop leads between stages
- Track deal values and probability
- Star rating for lead priority
- Assign leads to team members
- Add internal notes and track activities
Theme Editor Setup
Enable App Blocks in Your Theme
Go to Online Store → Themes → Customize in your Shopify admin.
In the theme editor, click on App embeds in the left sidebar.
Enable the following app blocks:
Add to Quote - Global
Enables price hiding and global functionality
Add to Quote Button
The quote button on product pages
Quote Cart
The quote cart page for reviewing items
Create a new page called "Request a Quote" at /pages/quote. Add the "Quote Form" app block to this page.
Make sure to save your theme changes and publish if needed.
Price Hiding
Price hiding is configured in the Theme Editor for instant visual preview. The setting is tied to your "Where to enable" selection in Settings.
How it works:
- • Store-wide mode: Prices hidden on all products
- • Collections mode: Prices hidden only on enabled collections
- • Products mode: Prices hidden only on enabled products
To enable price hiding, go to Theme Editor → App embeds → Add to Quote - Global and toggle "Hide Prices" on.
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