shopify request a quote

Shopify Request a Quote – Hide Price & Add to Cart

Providing discount pricing or negotiating deals can be a challenge for many merchants and wholesalers and will result in lost sales opportunities and customer trust. Now, Addify provides a powerful solution, “Shopify Request a Quote,” for merchants to help them manage large orders for B2B  more easily.

This app allows you to hide product prices and replace the standard “Add to Cart” button with a fully customizable “Add to Quote” or “Request a Quote” button. It has 9 custom field types and conditional logic. You can build the quote form from the back office by adding required fields and conditional logic to collect necessary customer data.

Additionally, customers can attach PDF files when submitting their requests for a quote. Merchants or admin users can approve, reject, or convert an incoming request directly from the back office and notify the customer via email. You can also attach PDFs to your email responses and customize the quote basket as needed.

Features:

  • Control the complete request-a-quote management system.
  • Customize the quotes with 9 customizable fields. 
  • Hide the product prices or add to cart and replace them with a custom quote.
  • Apply the quotes based on specific product, collection, and customer tag.
  • Automatically send the email notification.
  • Submit the quotes with a customizable PDF attachment.
  • Customize the mini quotes basket. 
  • Manage and add the quotes directly from the back office.
  • Accept or reject the quotes manually.
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Detailed Features of Shopify Request a Quote

Shopify Request A Quote Use Cases

Design, Installation, or Service Businesses: Shopify request quotes are offered by interior design firms and home improvement services, where clients can submit quote requests along with attached photos or documents.

B2B Wholesale Orders:  Many stores sell bulk products, such as office supplies or electronics, to buyers who require price negotiation. 

Logistics & Freight Companies: Utilize the Request a Quote Shopify feature for shipping or logistics companies, where shipping prices are tailored by distance, weight, and speed of delivery. 

Customize products or products made to order:  Use for customizable items, such as furniture, apparel, or machinery. Instead of showing fixed prices, your customers can simply fill out a custom form with specifications (size, design, images, notes, etc.)

Expensive items or out-of-stock items: Use when you are selling expensive or limited products and want to hide the price. This will reduce the number of fake requests, and you can easily offer custom prices, discounts, or waitlist options.

Request a Quote

Shopify’s Request for a Quote feature allows you to manage a complete quotation system by enabling customers to submit a quote request form for multiple products with negotiable pricing. With this feature, you can hide product prices and replace the “Add to Cart” button with a “Request a Quote” button. You can include up to 9 custom fields on the quote request form and send automated email notifications to customers. Additionally, you can convert quotes into orders and manually approve or reject quote requests.

Hide the Price & Add to Cart

With the Request a Quote Shopify, you can hide the product price and the Add to Cart button on the product page where the quote button is enabled. Customers can submit a quote request without using the cart button. You can replace the price and cart button with a Request a Quote button or a custom link. You can also restrict the cart button for specific products, collections, and customers.

Rule-Based Management

Create a generic rule using the Shopify quote request feature. It allows you to apply conditional logic based on selected products, collections, and customer tags. You can enable the “Request a Quote” button across all products, selected products, or for specific customer tags in just one step. It also supports adding multiple items to a single quote request and then submitting all at once. This feature enables customers to discuss pricing before completing a purchase.

Customizable Quotes Request Form

Customize the quote form by enabling or disabling the required fields, and collect the necessary customer information using the Shopify Quotation app. Once the customization is complete, the form will be displayed to customers’ view, along with the enabled fields. Customers will add the required information before submitting a quote request.

Convert Quotes to Orders

With this plugin, you can modify the status of quotes. Whenever you change a status, a notification email will automatically be sent to the user. You can send a quote request to the seller stating a negotiable price. If the seller accepts, they will change the quote status and turn the quote into an order.

Automated Email Notifications

Customize the email template with Request a Quote Shopify. You can create email templates based on different quote statuses, such as approved, rejected, pending, or in progress, or convert them into orders by using this plugin. It will automatically trigger the corresponding email when you can change the quote’s status.

Customize the Quotes PDF Template

Select the PDF template according to your preference by using Shopify quote requests, which allow you to add a custom logo and company name to the PDF template. It allows you to add the background and text colors to match your website. Moreover, you can enable or disable the Terms & Conditions section and also add custom text to it.

Customize Quotes Basket with Real-Time Changes

Create a dynamic quotes basket for your Shopify store using the Shopify quote request tool. You can customize the entire quotes basket to match your store and user experience. The quotes tool allows you to style the quotes basket by adding custom options like pop-ups and redirect links and configure the layout for the quotes page. With this feature, you can add the “View Cart” button and display a custom message for customer guidance, and enhance the hassle-free shopping experience.

Manage Quotes From Back Office

Manage the quotes easily from the back office using the Shopify Request a Quote app. You can update the status of the quote to active or inactive, or you can convert the quote request to an order. This feature gives you complete access to approve or reject quotes from the back office. You can also enable or disable the quote rule and manage the admin email address for notifications.

Customizable Quote Messages

Adding the customized quote text messages and notifications to keep the customer informed about the quote request with the Shopify quote request app. These text messages are shown when a user submits a quote request and can also be used to notify customers about the successful submission of their quote request.

Add Custom Fields in Quote Forms

The Shopify Request a Quote app will offer you a fully customized quote form with 9 customizable field types and validation. With this feature, you can enable or disable any field type, add custom validations, make those fields optional or required, and change the order of those fields. You can also add custom labels and placeholder text for each field based on your needs.

Enable the Google reCAPTCHA Field

The Shopify  Request a Quote app provides a reCAPTCHA functionality to make your quote form secure and trustworthy. It allows you to enable the reCAPTCHA field by using your site key and secret key, and protect your quote form from unauthorized customers and spam submissions.

Quotes, Attributes, and Button Customization

The Shopify Request a Quote app allows you to customize the “Place Quote” and “Cart Quote” buttons. You can enable/disable buttons, add custom text, and select the color for the button text and background according to your preference. You can enable or disable the product and offered price fields, and also set the currency symbol before/after the amount.

More Features

  • Include specific products and customers in a quote.
  • Easily change the quote status based on your preference.
  • Edit or delete existing quotes.
  • Create general rules based on specific products, collections, or customer tags.
  • Manage multiple rules by setting their priority.
  • Enter a label or title for the rule.
  • Allow guest users to access the quote feature.
  • Enable or disable rules for out-of-stock products.
  • Hide product prices on the listing or product page while creating a rule.
  • Add a custom label for the quote button.
  • Replace the cart button with a redirect link.
  • Include or exclude products easily while creating a rule based on your needs.
  • Change the status of form fields.
  • Add custom labels for form fields.
  • Set the field type, such as text or number.
  • Add custom placeholder text for fields.
  • Make fields mandatory or optional.
  • Set up your email configuration for smooth store communication.
  • Add custom email details such as address, type, port, username, and password.
  • Select the encryption type.
  • Specify the mailer address and sender name.
  • Test your SMTP configuration by sending a test email.

Frequently Asked Questions

What does the Shopify Request a Quote app do?

The app allows you to hide product prices and replace the standard “Add to Cart” button with an “Add to Quote” button. This lets customers submit custom quotation requests instead of placing direct orders, perfect for B2B stores or products that require negotiated pricing.

Can customers attach files when submitting a quote?

Absolutely. Customers can upload attachments (like specifications, reference images, or documents) along with their quotation requests for better clarity and communication.

How do I manage and track submitted quotes?

All quotes are managed directly from your Shopify back office. You can view, edit, approve, or reject submissions manually. The Shopify quotation app also provides notifications for new and updated quotes, so you’ll never miss a request.

Can I create quotes manually from the admin panel?

Yes, merchants can generate quotes manually from the Shopify admin. This is especially useful for handling bulk orders, custom requests, or inquiries that come through other channels.

Is this feature suitable for B2C stores as well?

While the Request a Quote feature is primarily designed for B2B businesses, it can also be used by B2C stores that offer negotiable pricing, bulk discounts, or customized products.