Smart 'Add to Quote' Button
AddToQuote automatically injects a professional 'Add to Quote' button on every product page in your Shopify store. Use the Shopify Theme Editor to customize the button text, colors, size, and position — no coding or Liquid edits required. Compatible with all Online Store 2.0 themes including Dawn, Sense, Craft, and hundreds of third-party themes.
- Works on all Online Store 2.0 themes
- Customize colors, text & position in Theme Editor
- Appears automatically on every product page
Custom Fields for Any Product
Add per-product options like size selectors, color swatches, text inputs, and file uploads. Customers fill them out before requesting a quote — so you get the details you need upfront.
Custom T-Shirt
SKU: TSH-PRO-001
Hide Prices & Request a Quote
Protect your wholesale pricing from public view. Hide product prices store-wide and replace them with custom text like 'Request a Quote' or 'Contact for Pricing.' The hide price feature is scoped to the product section only — shipping and tax information stays visible. Works with any Online Store 2.0 theme using a custom CSS selector.
- Replaces prices with custom 'Request a Quote' text
- Scoped to the product section — shipping & tax stay visible
- Custom CSS selector for any Shopify theme
Minimalist Watch
Premium Series
Manage Quotes in Shopify Admin
Work where you already are. The embedded CRM dashboard lives inside your Shopify admin, so you never need to switch tabs. Track every quote through customizable pipeline stages, assign requests to team members with automatic round-robin rotation, and create Shopify draft orders with one click.
- Track quotes through New → Won pipeline stages
- Assign to team members with automatic round-robin
- One-click draft order creation in Shopify
Floating Quote Basket
Customers can review their quote items without leaving the page. The floating popup widget displays item names, quantities, and estimated totals in a compact overlay that stays visible as customers browse your store. Submit a quote request without navigating away — no page redirects, no lost context.
- Shows item count, quantities & estimated totals
- Stays visible as customers browse your store
- Submit quote request without leaving the page
Quote Icon in Your Header
A quote icon appears right in your store header, next to the cart icon. Customers always see how many items they have added to their quote. Choose from three built-in icon styles or upload your own custom icon, pick a badge color, and adjust positioning — all from the Shopify Theme Editor with zero code.
- Three built-in icon styles or upload your own
- Badge count updates in real-time as items are added
- Customizable colors & position to match your theme
Custom Form Builder
Build your quote request form without writing a single line of code. Add text fields, email inputs, dropdowns, checkboxes, and file upload fields using a drag-and-drop interface. Set required fields with built-in validation, reorder them in any order, and customers see the form instantly on your Shopify storefront.
- Drag-and-drop field ordering
- Text, email, dropdown, checkbox & file upload types
- Required fields with built-in validation
Draft Orders & Invoice Sending
Turn any approved quote into a Shopify draft order with one click. Customer data, line items, and negotiated prices are pre-filled automatically. Then send the invoice directly to the customer — they pay through Shopify checkout. No manual data entry, no copy-paste errors.
- One-click draft order creation from any quote
- Send invoice directly to customer via Shopify
- Checkout URL with copy button for manual sharing
Analytics Dashboard & Exports
Track your quoting performance with real-time KPIs: close rate, average deal size, total revenue, and conversion rate. View pipeline funnels, monthly trends, and leaderboards for top products, salespeople, and customers. Export everything as CSV or branded PDF.
- Real-time KPIs: close rate, deal size, revenue, wins
- Pipeline funnel, monthly trends & leaderboards
- Export as CSV or branded PDF
Built for Every B2B Industry
AddToQuote powers quote workflows for wholesale distributors, manufacturers, and custom product sellers on Shopify.
Wholesale & Distribution
Bulk order quotes, volume pricing, and repeat B2B customers who need negotiated rates on large orders.
Learn moreManufacturing
Custom product configurations, large order quotes, and RFQ workflows for complex manufacturing needs.
Learn moreCustom & Made-to-Order
Personalized products, file uploads for specifications and drawings, and detailed customer requirements.
Learn moreFrequently Asked Questions
Everything you need to know about AddToQuote for Shopify.
B2B buyers don't just click buy.
They negotiate.
Start closing the deals your Shopify store is missing. Join merchants who streamline their B2B quoting with AddToQuote.