Overview of Quotations

B2B sales always involve price negotiation. Store owners and customers must agree on the price and quantity before buying in bulk.

This is why we created our Quotation extensions for Shopify B2B stores. It helps store owners and customers create a professional quote process. Customers can accept a quote with special pricing offered by the store owner after they've negotiated.

Once it is added to the Customer Account, this feature assists B2B company customers in managing quotes of their own company location.

Key features

1. For store owners

• Enable “Add to Quote” button for the products/cart pages;

• Allow only B2B customers to submit quote requests;

• Instant quotes

• Store owners and sales reps can manage all quote requests in one place;

• Approve/ reject/update quotes as wished;

• Set a custom price for each product in the quote;

• Set up various quote email notifications with templates.

• Get notified about any changes to a quote's status.

For Customers:

• Add many products to the quote cart from any product/catalog/cart page;

• Easily manage all quote requests submitted in My Quotes under Customer Account;

• Receive emails for any update in quote status;

• Resubmit quote requests (even rejected/closed ones) without having to create new quotes for further negotiation;

• Convert quote items and prices to orders in just a few clicks. The negotiated prices and quantities are automatically moved to the checkout page.

Leverage Shopify's latest Customer Account updates, specifically designed to support B2B businesses. This integration enhances the overall B2B experience and provides a more cohesive and powerful toolset for wholesale clients.