A buyer sends a request
Buyers choose a company location and add items through catalog search, pasted SKUs, or CSV. They can save a draft and attach a PO document before the offer is prepared.
Request a quoteTHE QUOTING PROCESSFrom an enquiry
From an enquiry
to an agreed price.
A buyer can send a request, or your team can start the quote.
The offer, revisions, and order links stay together.
03 / A QUOTE IN PRACTICEHere’s how
Here’s how
a quote moves along.
Start with a request or create the quote yourself.
Then prepare the offer and wait for the buyer’s response.
sg.STUDIO GOODSCustomer account
What would you
like a quote for?
In this example, the buyer starts the request.
Studio table lampNatural / SandSTL–001
Qty 50A note for the team
We’re furnishing our new studio. Could you share your pricing for 50 table lamps?
Merchant workspaceOffer a price
for the full order.
Your proposal for Oak & Form.
Studio table lamp 50 units · Natural / Sand$110.00$97.00 / unit
Negotiated total$4,850.00
Your message
We can offer $97 per lamp for 50. The revised quote is ready for you to review.
Quote #1042The draft is ready
for checkout.
The buyer accepted and conversion succeeded.
They can now open the Shopify invoice to continue.
Shopify draft orderOak & Form · 50 items$4,850.00
WHO DOES WHATTwo ways to start.
Two ways to start.
One place to work.
Or a rep starts the quote
For a phone or email enquiry, your team selects the company, contact, and items in Shopify Admin. You can also duplicate an earlier quote with refreshed prices and terms.
Create a quoteThen you send an offer
Set the prices, add your message, and publish the offer with its PDF. Once email is configured, the buyer gets a review link. Optional reminders follow up on unanswered offers.
Set up follow-upsThe buyer responds
Buyers can accept, request changes, or close an eligible quote with a reason. A new published revision preserves the earlier offers and starts a fresh reminder schedule.
Handle revisionsShopify handles checkout
Acceptance starts draft-order conversion. If the checks pass, the buyer can continue through the invoice link. Shipping, taxes, and payment follow in Shopify.
Review acceptanceYour team tracks progress
Check quote activity for buyer views and status changes. Admins can inspect failed deliveries, pending documents, and conversion problems in Operations.
Resolve a problemGET 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.