It is not easy to run a Shopify store, especially when you’re selling to B2B customers, offering custom products, or handling bulk orders. In these scenarios, customers usually want a price negotiation instead of buying at the actual price. To entertain the customer for bulk purchases with a negotiable price, use the “Shopify Request a Quote” feature.
But the issue is that Shopify doesn’t offer this feature by default. You can’t display the custom prices or easily convert quote requests into orders, which is a main problem for store owners who sell services, bulk items, or make-to-order products.
Now you can add this feature by using the right tools. In this blog, we will explain to you how you can add a step-by-step Shopify request-a-quote system.
Why Do We Offer a Customer Quote System?
In B2B, wholesale, and service-based businesses, it is often impossible to set fixed pricing for every customer because there will always be unique needs with each order. Maybe a customer wants to order a large quantity or perhaps a custom product. Maybe a customer needs them delivered faster or differently. All of these unique needs affect the ability to set a general price.
That’s why the request quote system will become essential for your e-commerce business. It allows customers to request a custom price according to their unique needs.
Instead of having a standard price associated with every customer, you are now able to offer different pricing levels in response to their unique needs (better bulk rates, loyalty discounts). This adds trust, it encourages larger purchases, and it makes your store look and feel more professional and flexible.
Key Benefits of Using a Shopify Quotation System:
Some key benefits are
- Negotiated and Flexible Pricing: You can set specific prices based on quantity, value, or customer type. This method is effective for B2B buyers, wholesale clients, or bulk orders.
- Frictionless Experience for Custom Orders: This process simplifies the complex or large-volume orders, where customers can request quotes easily without calling.
- Higher Engagement: Encourage customers to start a direct conversation, which builds trust and enables the process of customized selling.
- Conversion Optimization: Converting customer queries into real sales. Every quote represents a lead with true buying intention.
- Competitive Advantage: You have complete control of your store to hide product prices from the public and all competitors, and only trusted customers can see the quote.
Methods to Set Up a Quotation System in Shopify
If you want a complete Shopify request-a-quote system, you can use Shopify Request a Quote app, which is the perfect solution with advanced features on the Shopify App Store. It is suitable for B2B stores, custom product sellers, and wholesalers who require flexible pricing and communication options.
Install the App
- Go to the Shopify App Store.
- Open apps.shopify.com and search for “Addify Request a Quote.”
- Go to the app and click on it.
- You’ll see the Addify app, which has positive reviews and high ratings.
- Click on “Install App.”
- You’ll be taken to your Shopify admin, where the installation process starts.
What Makes Quotes Click?
A good “Request a Quote” system does more than capture requests. It also gives B2B sales a more streamlined process, provides trust for their customers, and simplifies the process of dealing with custom orders. Here are a few features to make your quote system efficient:
- Hide Prices & Add-to-Cart Rules
B2B and wholesale dealers often want to hide their product prices from competitors and from customers. Shopify has a quote system that can help you meet your needs. When you set up this system, you can hide prices and turn off the add to cart button based on tags, product types, categories, or user roles. Hiding the prices based on these criteria helps entrepreneurs put a quote request in front of customers; the customers are not likely to get the price from somewhere else and just leave the page. You can change the cart button to a button that says quotes.
- Rule-Based Quote Management
Control how and when the “Shopify Request a Quote” feature works. With this option, you can specify flexible rules to show the quote button instead of “Add to Cart.” It gives your potential buyers the ability to submit quote requests for various product variations. This is best for bulk discounts and/or custom pricing based on the specific needs of your customers.
- Customizable Quote Request Forms
The Shopify quotation app enables you to add custom fields to the form according to your needs. It has 9 customizable fields that you can turn on or off as needed, making it easier to collect important customer data.
- Convert Quotes to Orders Easily
Once quotes are approved, you turn them into orders. With one click in the Shopify Request a Quote app, you can easily convert a request for a quote into a live order. This process helps to close your sale more quickly, without making your customer start over again, and overall, it builds a process that is easy and reliable. You can also approve the quotes manually!
- Automated Emails & PDF Quotes
Take your communication to the next level by automating your email communication with quote confirmation emails and any quote status communication emails to your customers. You can also develop PDF quote templates to be sent via email while attaching them to the email based on the specific quote status. Not only will you build a better brand, but your customer communication will also become more consistent and effective.
- Real-time updates
The Contrasting Quote Basket with Real-Time Updates allows you to control the customer experience by letting them quickly add, remove, and modify a selection of products from their quote request without having to refresh the page. This will allow you to keep the customer experience smooth and fast. This real-time quote basket can be dynamic through the use of a sidebar, pop-up, or redirect link and allows the end user to experience the quote as simply as possible.
Common Mistakes to Avoid
Even with a Shopify quote app, some store owners still make mistakes. Here’s how to avoid them
- Slow response to quote requests
- Make the forms long or confusing, which makes customers leave without submitting a quote.
- Unreliable or absent communication between the quote and order fulfilment
- Enabling quotes for all products can burden your support team with unnecessary requests.
- Lack of consideration for mobile optimization since a lot of B2B buyers will be on mobile
Conclusion & Final Thoughts
Setting up a Shopify Request a Quote system is valuable for sellers who sell on Shopify as B2B, wholesale, or custom-product sellers, where sellers must provide individual customer pricing. As Shopify does not provide this functionality, a shop owner can use a specific Shopify quote app like Addify to fill the gap. Addify has many features, including, but not limited to, rules-based product price hiding, customizable quote forms, quote-to-order in one click, and automated customer communication. Addify provides shop owners with an end-to-end quote management solution in one place.
With a quote system on Shopify, simply avoiding the common mistakes of slow quotes or inundating the request quote system will create a more favorable consumer experience and ratchet up conversion rates. A quote system is even more crucial in the e-commerce business model as competitions ramp up; it has now become a must to distinguish yourself from others, which ultimately separates you from your competition.
FAQS
1. What is the best Shopify quotation app for B2B or bulk orders?
Ans: The Addify Request a Quote is one of the best solutions, and it’s focused on B2B, wholesale, and sellers of custom products. Some of its features are rule-based quote request management, price hiding, customizable forms, and converting quote requests to orders.
2. Can I hide prices and the “Add to Cart” button for specific products or users?
Ans: Yes, by using the Addify app, you are able to hide prices and the “Add to Cart” button by product tags, categories viewed, customer roles or user types so only the eligible customers can see the quote option.
3. Can quote requests be turned into orders automatically?
Ans: Absolutely. It is possible to convert approved quotes to an order with a single click. This removes the need for manual re-entry and makes it easy for store owners and customers to facilitate a purchase.
4. Is it possible to customize the quote request form?
Ans: Yes. The Shopify quotation app lets you customize up to 9 fields in your form, allowing you to collect exactly the information you need based on your business requirements.
5. Why should I use a quotation system instead of showing prices directly?
Ans: For B2B or custom products, pricing often varies. A quotation system builds trust, offers flexibility, hides prices from competitors, and helps convert warm leads into actual sales through personalized pricing and streamlined communication.
