Create offers, agree on prices, and follow up with buyers.
Keep it all in Shopify.
A buyer calls about a bulk order. Someone changes the quantity. A colleague needs to know which price was agreed.
QuoteWick keeps the items, messages, documents, and revisions together so your team can get on with the quote.
See all featuresBring in a bulk request and prepare the offer
with the buyer’s catalog and terms in view.
Find the buyer’s request, check who’s handling it, and read the latest notes before you reply. Your team gets the same view of the quote, whether it started in a customer account or over the phone.
See the shared inboxAdjust quantities, suggest a replacement, or offer a better unit price. Send the proposal with a message and PDF. If the buyer asks for changes, make a new revision with the earlier offer still on record.
See how negotiation worksOnce the buyer accepts and conversion checks pass, QuoteWick creates a Shopify draft order with the agreed items and prices. The invoice link stays on the quote, ready for the buyer to continue.
See the order handoffStart the offer yourself, send the paperwork,
and give buyers a way back to it.
Create an offer for a buyer or use an existing quote as a starting point.
Send quote-review links and schedule unanswered-offer and expiry reminders.
Attach purchase-order PDFs or images and download them from the quote.
Filter the sample quotes or open one to see its details.
Requests and offers for your team.
| Company / Buyer | Quote | Status | Sales rep | Total | Details |
|---|---|---|---|---|---|
OFBrooklyn, NY | #1042 | Needs a reply | JJamie | $4,850.00 | |
SSAustin, TX | #1041 | With buyers | AAlex | $2,640.00 | |
GCPortland, OR | #1040 | Converted | JJamie | $8,120.00 | |
MCChicago, IL | #1039 | Needs a reply | AAlex | $3,375.00 | |
FSDenver, CO | #1038 | With buyers | JJamie | $5,280.00 |
No quotes found. Try another company name or quote number.
Start with a request or create the quote yourself.
Then prepare the offer and wait for the buyer’s response.
In this example, the buyer starts the request.
We’re furnishing our new studio. Could you share your pricing for 50 table lamps?
Merchant workspaceYour proposal for Oak & Form.
We can offer $97 per lamp for 50. The revised quote is ready for you to review.
Quote #1042The buyer accepted and conversion succeeded.
They can now open the Shopify invoice to continue.
Connect your store, add the buyer page, and send your first test quote.
Prepare an offer for a phone or email enquiry, or start a new quote from an earlier one.
Link buyers to their quotes, customize the email text, and choose when to follow up.
What you’ll need and how the quoting process works.
Shopify B2B merchants and sales teams who agree on prices before an order is placed. Your team works in Shopify Admin, and buyers request and review quotes in their customer accounts. Buyers need a B2B company location with permission to place orders.
Yes. Select Create quote in the merchant inbox, choose a company, contact, and location, then add the items. You can also duplicate an earlier quote with fresh catalog prices and payment terms. Staff drafts stay hidden from the buyer until you send an offer.
Add the QuoteWick page to Shopify customer accounts and its menu. Buyers can search the catalog, paste SKUs and quantities, or upload a CSV. They can save a draft, submit a request, and attach a purchase-order PDF or image from the quote.
Yes. After setting up email delivery and the customer-account review URL, you can enable unanswered-offer and pre-expiry reminders. Choose the timing in Settings. Reminders stop when the buyer responds, the offer changes, or the quote closes.
Acceptance starts conversion into a Shopify draft order. If the checks pass, the agreed items and prices carry over and an invoice link becomes available. If the quote needs review, your team can resolve the issue. Shipping, taxes, checkout, and payment follow in Shopify.
Yes. On an eligible quote, buyers can send a change request or cancel or decline with a reason. Your team can prepare a new revision, with earlier published offers kept for comparison and PDF download.
English, French, German, and Spanish are supported across the app, standard notifications, and PDF labels. Product names, messages, email introductions, and custom terms stay as you write them.
QuoteWick uses the buyer’s Shopify company location for catalog access, prices, quantity rules, applicable volume tiers, and payment terms. Your team can negotiate offered prices in the editor and review discounts and margins when unit cost is available.
Connect your store, set up the buyer page,
and prepare an offer with your team.