Know what needs a reply
Switch between All, Needs a reply, With buyers, Converted, and Needs review to focus on the next action.
Find the quote, read the conversation, and pick up where your team left off. Buyer requests and rep-created quotes live together in Shopify Admin.
See the step-by-step guideSwitch between All, Needs a reply, With buyers, Converted, and Needs review to focus on the next action.
Search by quote number, company, or purchase order. Narrow the inbox by rep, status, and date.
Open a quote to find its original request, current offer, buyer details, messages, and revision history.
Buyers can submit requests from their customer account. Your team can also create a quote for a phone call or email enquiry, then work on it in the same inbox.
Buyer notes, PO attachments, payment terms, messages, and offer revisions stay with the quote. The Activity section records changes and buyer views of published offers.
See which quotes need a reply, are with buyers, or need review. Eligible quotes can be cancelled or declined with a reason. Converted quotes keep their Shopify draft and invoice links, with completed orders tracked separately.
Open the app in Shopify Admin and choose Quotes. Shopify currently lists the app as QuoteWick.
Yes. Buyers can save a draft in their customer account, return to edit it, and submit the saved request when they are ready.
Connect your store and set up the buyer page. Then create an offer or receive your first request.