QUOTE EMAILS AND REMINDERS

Give buyers
a reason to return.

Send buyers a direct link to their quote, with the offer total and your message. Turn on reminders when you want help following up on unanswered offers.

See the step-by-step guide
A buyer and seller agree on an offerOAK & FORMA little room on the pricefor a bigger order?YOUR TEAMLet’s make it work.Revision 2 ready to reviewEMAIL & FOLLOW-UPS / QUOTEWICK

Link to the right quote

The review button opens the quote in customer accounts after sign-in. Staff emails link to the quote in Shopify Admin.

Write your own introduction

Customize the buyer introduction and email signature. Emails include your shop name, published offer total, validity, and buyer message.

Choose when to follow up

Set days after sending and days before expiry. Each published revision gets at most one of each reminder.

HOW IT WORKS

Follow up without
starting from scratch.

Set up the review link first

Save the published QuoteWick customer-account page URL in Settings. Buyer email delivery also needs the server’s mail configuration and a running worker. The setup guide explains who handles each part.

Use a schedule that suits your buyers

Reminders are opt-in. The defaults are three days after sending and two days before expiry. If both become due together, the expiry reminder takes priority. Viewing the quote alone does not stop reminders.

Stop chasing an outdated offer

Acceptance, change requests, cancellation, decline, expiration, and a replacement revision stop outdated offer reminders. A new published revision has its own schedule. Failed deliveries can be inspected in Operations.

COMMON QUESTIONS

Worth knowing.

Are reminders enabled automatically?

No. An admin must enable email notifications and automatic reminders, set the review-page URL, and choose the timing.

Can buyers open an email link without signing in?

They still need to sign in to their customer account. The link selects the quote; their current company and location permissions determine whether they can view it.

GET STARTED WITH QUOTEWICK

Send your next quote from Shopify.

Connect your store and set up the buyer page. Then create an offer or receive your first request.

CONNECT YOUR STORE

Let’s set up
your quoting desk.

Enter your Shopify store’s domain to connect with QuoteWick.

Use your .myshopify.com domain, rather than your custom storefront address.

Shopify currently lists the app as QuoteWick.
You’ll need a store with B2B customer accounts.