Create professional branded proposals in seconds. Add your logo, line items with SKU, pricing, and payment terms. Send via 6 email providers and convert to Shopify orders with one click.
Professional branded proposals with all the details your B2B customers need to make purchasing decisions.
Your branded logo appears at the top of every PDF quote
Business name, address, phone, email, and website
Customer name, email, phone, and delivery address
Product thumbnail, name, SKU, barcode, quantity, unit price, and line total
Subtotal, taxes, shipping, discounts, and grand total
Due date, validity period, and payment instructions
Add services, fees, or non-catalog products that appear alongside your Shopify products
Pro tip: All PDFs are generated server-side with PDFKit and stored securely on Cloudflare R2. Customers receive download links via email and can access quotes from the customer portal.
Upload your logo, customize colors and fonts, and add custom payment terms to create professional proposals that reinforce your brand identity.
Customize PDF layout, fonts, colors, and header/footer text to match your brand identity.
Upload your logo once and it appears on every PDF quote automatically. Supports PNG, JPG, and SVG formats.
Add payment terms, shipping policies, warranty info, and legal disclaimers to every quote footer.
Use the default AWS SES integration or connect your own Gmail, Outlook, SendGrid, Resend, or Mailgun account for maximum flexibility.
Default provider with enterprise reliability
Send from your Gmail account with OAuth 2.0
Send from Microsoft 365 or Outlook.com
Popular transactional email service
Modern developer-first email API
Powerful email infrastructure for scale
Send quotes from your own Gmail or Outlook account with secure OAuth 2.0 authentication. No app passwords required. Customers see quotes from your verified business email address.
Skip the PDF attachment. Send a branded HTML email with line items, discounts, and a personal message — all from the quote detail page.
The customer receives a professional HTML email with your store logo, a formatted items table with product images, any applied discount, subtotal, and grand total.
Every sent quote fires a quote-sent Shopify Flow trigger and a quote.sent outbound webhook, so you can build follow-up workflows automatically.
Email vs. PDF: Use Send Quote for quick delivery — the customer sees a formatted email instantly. Use PDF for formal records and attachments. Both include the same line items, discounts, and branding.
Generate branded PDFs, send to customers, and convert approved quotes to Shopify draft orders with one click. No manual data entry required.
Create branded quote with logo, line items, and pricing
Send a branded quote email with line items, discounts, and an optional personal message — or attach the PDF via your email provider
Customer reviews quote and confirms they want to proceed
Convert quote to Shopify draft order with one click
Shopify sends invoice with payment link to customer
Conversion takes seconds: Click "Convert to Draft Order" and AddToQuote pushes all line items, pricing, customer info, and custom fields directly to Shopify. The customer receives a Shopify invoice with a payment link and can checkout immediately.
Everything you need to know about PDF quote generation.
Yes. Upload your logo (PNG, JPG, or SVG) in Settings and it will appear at the top of every PDF quote. You can adjust logo size and positioning to match your brand guidelines.
AddToQuote supports 6 email providers: AWS SES (default), Gmail OAuth, Outlook OAuth, SendGrid, Resend, and Mailgun. Configure your preferred provider in Settings → Email Integration. Gmail and Outlook require OAuth 2.0 authentication for secure sending.
Yes. Customers receive PDF quotes as email attachments and can also download them from the customer portal (if enabled). PDFs are stored securely on Cloudflare R2 and accessible via signed URLs.
Click "Convert to Draft Order" from the quote detail page. AddToQuote creates a Shopify draft order with all line items, pricing, and customer info pre-filled. Shopify then sends an invoice with a payment link to the customer.
Currently, only PDF is supported for quote documents. However, you can export quote data to CSV or Excel for bulk analysis and import into other systems. PDF is the industry standard for professional proposals.
Yes. Click "Send Quote" from the quote detail page to send a branded HTML email with your store logo, an items table with product images, any applied discount, and a grand total. You can include a personal message that appears in the email body. This fires a Shopify Flow trigger and outbound webhook for automation.
Yes. In the quote detail editor, click "Or Add Custom Item" to add services, installation fees, or any non-catalog product. Custom items display an orange "Custom" badge and flow through the entire pipeline — they appear in the items table, PDF quotes, Send Quote emails, and Shopify draft orders.
Join hundreds of Shopify merchants using AddToQuote to generate branded proposals, send via email, and convert quotes to orders in seconds. Try it free for 14 days.