A Shopify request a quote flow moves the price conversation from your inbox onto your store. The buyer asks from the product page with a quantity and an optional target price on each variant, and you reply with prices, shipping and validity. An accepted quote becomes a Shopify draft order that carries the quote number: Due on receipt goes to a checkout invoice, and Net 15, Net 30, Net 60, Prepay 50% and Custom terms send a PDF invoice. Example: 500 units at $25 is $12,500, and at a quoted $19 it is $9,500, which is 24% off the catalog total.
Full guide: Shopify Request a Quote: A B2B Quote Workflow
Transcript
Request a quote on Shopify
A buyer who wants 500 units rarely clicks Add to cart. They email you for a price and wait. Here is the quote flow, from product page to draft order.
The buyer asks on the product page
Eligible buyers see a Request a Quote button below the buy buttons. It opens a modal on the same page. On each variant they want, the buyer enters a quantity and an optional target price. When the buyer clicks Submit quote request, the quote lands in your inbox as Pending, and you get an email.
Reply and negotiate in one thread
You edit the unit price on each line. You can also add a discount and shipping, and set validity and payment terms. Send price update saves a new revision and emails the buyer. If the buyer replies, or you send a counter-offer, the quote moves to Negotiating. The thread keeps every revision, so both sides can see how the price moved.
Accept creates a draft order
When the buyer clicks Accept, the app creates a Shopify draft order with the agreed prices, discount and shipping. The quote number goes into the order's note and an attribute.
Payment terms
Due on receipt sends the buyer to a Shopify checkout invoice. Net 15, 30 or 60, Prepay 50% and Custom send a PDF invoice by email, and the buyer pays offline.
A 500-unit example
Example: the catalog price is $25 a unit. A buyer requests 500 units, and you reply with $19 a unit. 500 times $25 is $12,500. 500 times $19 is $9,500. The difference is $3,000, or 24% off the catalog total.
Set it up and read the guide
Switch quotes on in Quote settings, then add the Request a Quote block under the buy buttons. You do not need Shopify Plus. Read the full guide at nileva.net/shopify-request-a-quote, and try the Nileva B2B Wholesale Pricing app.