The Shopify ecosystem has empowered thousands of businesses to sell products online with ease. However, as the platform grows and diversifies, more merchants are serving B2B clients, selling custom-made items, or offering wholesale products that don’t fit the traditional “add to cart” model.
This is where the Shopify Request a Quote feature becomes essential. Whether you’re a B2B store owner, selling custom items, or simply offering variable pricing, adding a quote system to your Shopify store can significantly enhance customer satisfaction and conversion rates.
In this article, we’ll discuss the benefits, ideal use cases, and implementation strategies for using the Request a Quote feature on Shopify.
What Is Shopify’s Request a Quote Feature?
The Request a Quote feature replaces the typical fixed pricing and “Add to Cart” option with a system that allows customers to submit a form to request personalized pricing. This functionality is particularly helpful for:
- B2B orders requiring bulk discounts
- Products that need custom configurations
- High-value or made-to-order items
- Negotiation-based pricing models
Instead of forcing customers to accept static prices or contact support through email, you allow them to start the conversation directly from the product page.
Who Should Use a Quote Request System?
This functionality is valuable for a wide variety of businesses, including:
- B2B and Wholesale Merchants: Many wholesalers don’t want to show prices to general site visitors. Instead, they encourage retailers or business buyers to request pricing based on quantity or location.
- Service Providers: For service-based offerings or digital products, prices vary based on project scope. A quote request form lets you capture project details before sending a price.
- Custom Product Sellers: If you sell items like personalized furniture, engraved jewelry, or tailored suits, you need to collect details before giving a quote.
- Manufacturers or Distributors: Those dealing in industrial or bulk products usually need to assess shipping, specs, and quantity before quoting a price.
Why Use a Request a Quote Feature?
Let’s take a look at the primary benefits for your business and your customers.
1. Increased Lead Generation
Every quote request represents a warm lead. Even if the buyer doesn’t convert immediately, you now have their information for follow-up, nurturing, or future promotions.
2. Personalized Sales Experience
You can tailor your response based on customer needs. This allows for better upselling and cross-selling opportunities and helps you build long-term customer relationships.
3. Greater Flexibility
Businesses dealing with volume-based pricing or custom orders benefit from having flexible quoting instead of static product listings that may not fit every customer’s needs.
4. Confidential Pricing
Sometimes, businesses want to keep their pricing private, especially when offering custom quotes to different clients. This feature lets you hide prices entirely and maintain control.
5. Streamlined Communication
Instead of customers emailing or calling you, the form captures all the necessary information at once, saving time and avoiding miscommunication.
How to Add a Request a Quote Feature to Shopify
Option 1: Use a Shopify App
The easiest and most efficient method is installing a third-party app. Here are a few popular options:
✅ Addify Request a Quote App
One of the most feature-rich apps, Addify allows you to:
- Hide prices for selected products or users
- Replace “Add to Cart” with “Add to Quote”
- Build custom quote forms with 9+ field types
- Let users attach files to quote requests
- Approve, reject, or convert quotes to orders
- Generate PDF quotes and send email notifications
This is ideal for businesses that want a powerful yet user-friendly solution with full back-office control.
✅ Other Alternatives
Other popular apps include:
- Request a Quote & Hide Price by Omega
- Quotify – Request a Quote & Form
- Storeify Request a Quote
Each app has different features, so it’s important to evaluate your needs before choosing one.
Option 2: Custom Development
If you have a unique workflow or want to integrate quoting with external systems like a CRM, you can develop a custom solution using:
- Shopify Liquid templates
- Shopify API
- Form builders like Typeform or JotForm
- Email automation tools
However, this requires development expertise and may need ongoing maintenance.
Best Practices for Using Request a Quote on Shopify
1. Keep the Quote Form Simple but Informative
Collect only the necessary details you need to provide a price: product name, quantity, customization notes, deadline, and contact information. Too many fields can drive customers away.
2. Enable File Attachments
If your products are customizable (like signage, apparel, or printing), let users upload artwork, references, or inspiration images.
3. Use Conditional Visibility
Show the quote option only for relevant products or to specific customers (e.g., logged-in wholesale buyers). This keeps the experience clean for retail shoppers.
4. Automate Notifications
Ensure both the customer and the admin receive real-time email alerts when a quote request is submitted. Timely responses improve the chance of conversion.
5. Respond Professionally
Use branded email templates and include detailed quotes, including pricing, terms, and next steps. Make it easy for the customer to convert to a sale.
Real-Life Use Cases
Here are examples of how merchants are using quote systems successfully:
- A B2B Electronics Store hides pricing from non-logged-in users and allows registered customers to request quotes based on volume and delivery location.
- A Custom Furniture Brand collects size, wood type, finish, and images from users before sending detailed PDF quotes.
- A Promotional Product Supplier lets corporate clients request quotes for branded items like mugs, pens, and t-shirts, including logo attachments.
Challenges and Solutions
While the Request a Quote system is powerful, there are a few things to watch out for:
| Challenge | Solution |
|---|---|
| Slow response time | Set up email automation and internal workflows for faster replies |
| Unqualified leads | Use qualifying questions in your form to filter serious inquiries |
| Managing multiple quotes | Use an app with a centralized quote dashboard to stay organized |
Final Thoughts
Adding a Request a Quote feature to your Shopify store gives you the flexibility to handle complex sales scenarios that a typical eCommerce setup can’t. Whether you’re catering to B2B buyers, selling customizable products, or offering wholesale deals, this feature opens up new opportunities to connect with customers on a deeper level.
Using apps like Shopify Request a Quote, you can implement this system with minimal effort while maximizing functionality. With thoughtful customization and prompt follow-ups, your quoting system can become a powerful sales tool that improves both conversion rates and customer satisfaction.