Create quotes for your buyers
Choose products from their contextual catalog or paste SKUs and quantities. Add enquiry notes, a PO number, and the buyer email language.
Start a quote in Shopify Admin when an enquiry comes by phone or email. Choose the company, contact, and ordering location, then prepare the offer for your buyer.
See the step-by-step guideChoose products from their contextual catalog or paste SKUs and quantities. Add enquiry notes, a PO number, and the buyer email language.
Duplicate an existing quote, including a closed or converted one. The new draft uses the variant quantities with fresh catalog prices and payment terms.
The creator is assigned to the quote. The buyer cannot see the staff draft until an offer has been published.
Search Shopify companies, select a contact, and choose a location where they can place orders. QuoteWick checks current catalog access, currency, prices, quantity rules, and payment terms when creating the draft.
Create draft and edit pricing takes you straight to the editor. Adjust the offered prices, add your buyer message, and send when you’re ready.
Duplication starts a new opportunity for the same contact, with a choice of authorized locations. Old discounts, PO numbers, messages, attachments, PDFs, acceptance, expiry, and order links are not copied. Resolve unavailable products before trying again.
Yes. Active Sales Reps and Admins can create quotes. The person creating the quote is assigned to it automatically.
No. It copies the variant quantities and refreshes catalog prices and payment terms. Review the new draft and set the offered prices before sending.
Connect your store and set up the buyer page. Then create an offer or receive your first request.