Make the offer fit
Edit quantities and offered unit prices. Add or substitute catalog items and include line-level notes.
Adjust quantities, offer a better price, or suggest a different product. When the buyer asks for changes, send a new revision with the earlier offers still on record.
See the step-by-step guideEdit quantities and offered unit prices. Add or substitute catalog items and include line-level notes.
Write a message for the buyer or leave an internal note for your team while preparing the next offer.
Compare earlier and later revisions to understand changes in quantities, pricing, totals, and the offer message.
Company-location pricing, quantity rules, and volume tiers inform the quote. The editor shows catalog and offered prices, discounts, and margins when unit cost is available. Catalog details are checked again before sending.
Save your work as a draft or save and send it in one step. Sending preserves the revision and starts PDF generation. Internal notes and unpublished staff revisions stay out of the buyer’s view.
A buyer can explain what needs changing on an eligible offer. Create a revised offer, adjust the draft, and send it for review. Both sides can compare published revisions.
A sent revision is preserved. Use Create revised offer when the quote allows it, update the new draft, and send it for buyer acceptance.
Payment terms come from the buyer’s Shopify company location. You can refresh them in the pricing editor; changes after an offer is sent require a new offer and buyer acceptance.
Connect your store and set up the buyer page. Then create an offer or receive your first request.