B2B buyers don't click “Add to Cart” — they need a quote. AddToQuote replaces the standard checkout with a professional RFQ workflow: a branded request a quote form, a CRM pipeline, PDF quotes, and one-click draft order conversion. No code. No Shopify Plus required.
Trusted by wholesale distributors, manufacturers, and trade suppliers on Shopify. Works with any Shopify 2.0 theme out of the box.
Requesting a quote is the standard purchasing process in trade, wholesale, and manufacturing. Here is what it means, who uses it, and why it outperforms fixed-price selling for B2B Shopify stores.
A request a quote (RFQ) is a formal process where a business buyer asks a seller to provide pricing for specific products, quantities, or custom configurations. Unlike a standard checkout, an RFQ opens a negotiation: the buyer submits requirements, and the seller responds with tailored pricing, terms, and delivery details. For B2B Shopify stores, replacing "Add to Cart" with "Add to Quote" signals to buyers that you handle volume orders, custom work, and negotiated pricing.
RFQ workflows are standard across virtually every B2B sector. Wholesale distributors use them to price large-volume orders. Manufacturers use them to quote custom production runs. Construction suppliers quote material packages per project. Furniture retailers handle bespoke upholstery and finish requests. In each case, a fixed-price checkout would lose the sale because the buyer expects a quote first.
Fixed storefront prices expose your margins to competitors and drive away buyers who expect to negotiate. A request a quote form lets you price each deal based on volume, customer relationship, shipping complexity, and market conditions. B2B buyers also trust a company more when there is a real person behind the quote. Merchants using quote-based workflows consistently see higher average order values and better qualification of serious buyers.
From the first click on your product page to a closed deal in Shopify — a four-step workflow designed for B2B merchants.
An "Add to Quote" button appears on your product pages. Customers click it for one product or browse your catalog building a multi-product quote list. No account required.
A branded popup or dedicated form page collects the customer's contact details, company name, quantities, delivery requirements, and any custom product options you've configured.
Every submitted quote lands in the AddToQuote CRM dashboard. Your team reviews the request, assigns it to a team member, adjusts pricing, and moves it through the pipeline: New, Qualified, Proposition, Quoted, Won.
Send a branded PDF quote or email to the customer. Apply a discount, attach a personal message, and when they accept, convert to a Shopify draft order in one click.
Want to see the full workflow in detail? Read the documentation or explore the CRM pipeline.
A fully-featured RFQ form that captures everything your sales team needs — without any custom development.
Name, email, phone, company name, and message. All configurable as required or optional to match your sales qualification process.
Each item in the quote cart captures the product name, selected variant, quantity, and product images for accurate pricing.
Go beyond variants with Enterprise plan custom fields: text inputs, dropdowns, date pickers, number fields, checkboxes, toggles, and file uploads per product.
Customers build a full quote list across your entire catalog before submitting. One form covers five products, ten SKUs, or an entire bill of materials.
Override popup and form styles with your own CSS in the Theme Editor. Match your brand colors, typography, and spacing without touching code.
The quote popup and cart widget are fully responsive out of the box. B2B buyers on tablets or phones get the same clean experience.
Make phone, company, or custom fields required or optional in the Theme Editor settings panel. No code changes needed.
Customers can attach drawings, specs, or reference images directly to their quote request. Files are stored securely and visible in the quote detail view.
Need custom fields on a per-product basis? The Product Options feature (Enterprise plan) lets you add unlimited custom fields — text, dropdowns, date pickers, file uploads, and more — to individual products. Customers fill them out as part of their quote request.
Requesting a quote is standard practice across trade, manufacturing, and wholesale. Here are the industries AddToQuote serves most.
A request a quote workflow does more than collect buyer information — it transforms how your store qualifies, prices, and closes B2B deals.
B2B buyers who go through a quote process commit to larger orders than impulse checkout purchases. When you review the request and apply volume pricing, both sides benefit.
A request a quote form naturally filters out casual browsers. Anyone willing to fill out a quote request with their company name, phone number, and product requirements is a serious buyer.
Quote each deal on its own terms. Apply different discounts for first-time buyers versus repeat wholesale accounts. Set pricing based on quantity, timeline, or payment terms.
From quote request to PDF quote to Shopify draft order, the entire workflow lives in one place. No email threads, no spreadsheets, no manual re-entry.
The PDF Quotes feature and Shopify Flow integration extend the quote workflow into automated follow-ups, stage transitions, and order creation. Read the B2B quote management guide for the full picture.
Common questions from Shopify merchants setting up their first RFQ workflow.
Request a quote (often abbreviated RFQ) is the process a business buyer uses to ask a seller for pricing on specific products, quantities, or services before committing to a purchase. Unlike a standard retail checkout where the price is fixed and public, a quote request opens a dialogue: the buyer submits their requirements, and the seller responds with a tailored price. In B2B ecommerce, request a quote workflows replace or supplement the standard "Add to Cart" button for customers who need negotiated pricing, volume discounts, or custom specifications.
Install the AddToQuote app from the Shopify App Store. After installing, go to your Theme Editor and add the "Add to Quote Button" block to your product template. The button appears immediately on all product pages. No coding required. AddToQuote works with any Shopify 2.0 theme and does not require Shopify Plus.
A well-designed request a quote form captures: (1) Customer contact details like name, email, phone, and company name. (2) Product information including variants and quantities. (3) Project or order context like delivery requirements, timeline, or special notes. (4) Custom fields specific to your product type, for example fabric choices for furniture or technical drawings for manufacturing. AddToQuote includes all of these field types and lets you configure which are required versus optional.
No. A contact form collects a general message with no product context. A request a quote form is product-aware: it captures the specific items, variants, and quantities the customer wants to buy, along with their contact details. This structured data lets your sales team price the request accurately, generate a PDF quote, and convert it directly to a Shopify draft order. A contact form gives you an email thread; a quote request form gives you a priced, manageable deal in a CRM pipeline.
Yes. AddToQuote includes a quote cart that works across your entire catalog. Customers browse your store, click "Add to Quote" on each product, then submit a single quote request covering all of them at once. This is essential for wholesale buyers, contractors, and trade accounts who typically order across multiple categories.
When a quote request comes in, it appears in the AddToQuote CRM dashboard under the "New" stage. From the quote detail page you can review the products and quantities, edit line items or add custom items, apply a percentage or fixed discount, write a personal message, send a branded PDF quote by email, and convert to a Shopify draft order once the customer accepts. Everything happens inside your Shopify admin.
AddToQuote works with any Shopify Online Store 2.0 theme that supports app blocks in the Theme Editor. This includes Dawn and popular premium themes like Prestige, Turbo, Impulse, and hundreds of others. The quote button, popup, and cart widget are all added via the Theme Editor as drag-and-drop blocks with no Liquid code edits required.
AddToQuote has three paid plans, all starting with a 14-day free trial with no credit card required. Professional is $25/month and includes the quote form, CRM pipeline, PDF quotes, team management, and email notifications. Advanced is $50/month and adds Shopify Flow automation, outbound webhooks, and messaging notifications. Enterprise is $100/month and adds custom Product Options fields. All plans work on any Shopify plan.
More questions? Read the full documentation or see RFQ template examples for B2B.
Stop losing B2B buyers to competitors with a proper quoting system. AddToQuote adds a professional request a quote form to your Shopify store in minutes — no code, no Shopify Plus required.