BSS B2B Quote: negotiation and messages

Quote Negotiation: Messages, Counter-offers and Proposal Versions

Quote negotiation in BSS B2B Quote happens on the quote itself. You and the buyer exchange messages, the buyer can counter a proposal with a target price or changed quantities, you accept or counter each change, and every proposal you send is saved as a version. With the New look on, guests can answer from the email link without an account.

  • By BSS B2B Team
  • Reviewed by Hoa Nguyen, Senior Marketer. Last reviewed
  • Last updated
Install BSS B2B Quote Back to BSS B2B Quote Looking for the full guide to this topic? Shopify request for quote: the complete guide. Needs the paid BSS B2B Quote plan. BSS B2B Quote has a 14-day free trial on paid plans. 4.9 out of 5 from 198 reviews on the Shopify App Store (as of November 5, 2026).

What does quote negotiation do in BSS B2B Quote?

A first quote price is rarely the last one. A wholesale buyer asks for a better price, a smaller quantity or a different mix, and the back-and-forth usually lives in email threads that nobody can find later.

BSS B2B Quote keeps that conversation on the quote. A Conversation card on the quote detail page in the admin holds the message thread. The buyer sees the same conversation on the quote page. When the buyer counters, you see the target price and the difference on the quote, and you decide line by line.

The approved quote still ends the usual way, as a draft order. See Shopify request for quote: the complete guide for the whole flow from request to order.

How does a negotiation run from proposal to agreement?

The steps below follow one quote. Counter-offers need the New look for buyers to be on in Settings > Buyer account.

  1. Send the proposal

    Edit the quoted prices, shipping and expiry, then send the proposal. The proposal is saved as a version.

  2. The buyer answers

    The buyer opens the proposal and can approve, decline, message you, or counter. A counter can carry a target price, a changed quantity or a removed line.

  3. Review the counter

    On the quote you see the buyer's target price and the difference. For each changed line you accept or reject. You can also reply with your own price.

  4. Talk it through if needed

    Use the Conversation card to ask a question or explain the price. Unread badges show new messages to both sides.

  5. Send the updated proposal

    After you accept a counter-offer, the proposal email includes a link to the updated PDF. The earlier proposal stays in the version history.

  6. Approve and convert

    When the buyer approves, the quote converts the way you set it up, normally to a draft order.

Try the full negotiation flow on a development store before you turn it on for buyers.

What can buyers and you do on a quote?

What each side can do during a negotiation, by release.

CapabilityWhat it does
Quote messagesMerchant and buyer exchange messages on the quote. Unread badges on both sides. Buyers can attach files
Price counter-offerThe buyer proposes a target price on a proposal. Needs the New look on
Quantity counter-offerThe buyer changes quantities or removes lines. You accept or reject each changed line
Proposal versionsEvery proposal you send is saved, so you can look back at what the buyer received
Guest approve or declineNew look only. From the email link, without logging in. The link works once and asks for a confirmation
Guest messages and countersNew look only. Guests who open the proposal from the email link can read the quote messages and counter without an account
Buyer remindersEmail the buyer before the proposal expires, or when they have not opened it. Business plan or higher; both are off by default
Hot badgeStaff assigned to the quote are notified when a buyer opens a proposal, and the quote gets a Hot badge

What about guests and buyers who go quiet?

Guests. With the New look on, a buyer who is not logged in can approve or decline a proposal straight from the email link, and can counter without an account. The link works once and then closes. Approving from the link asks for a confirmation first. On the Classic look the email has no Approve or Reject link for a guest, only a Review quote link that needs a login.

Reminders. On the Business plan or higher, two optional buyer reminders: one before the proposal expires, and one when the buyer has not opened it yet. Both are off by default, so turn them on only if you want the extra emails.

Buyer edit window. Separate from counter-offers, the buyer edit window lets a signed-in buyer change a quote request before you send the proposal. It needs the Business plan or higher and is off by default.

What are the limits of quote negotiation?

Counter-offers need the New look

The buyer-facing counter-offer and the conversation on the quote page show when the New look is on. It is on by default for newly installed shops; existing shops keep their current setting.

You stay in control

A counter-offer does not change the quote by itself. You accept or reject each changed line, or send your own price.

Reminders are opt-in

Buyer reminders need the Business plan or higher and are off by default. Nothing is emailed to buyers until you turn them on.

One-time guest link

The email link a guest uses to approve or decline works once, then it is closed. It is available on the New look only; on the Classic look the guest email has no Approve or Reject button, only a Review quote link that needs a login.

Not a payment step

Approval ends in a draft order or an order with payment pending, as you configured. The buyer pays through the Shopify invoice link.

Which plan do I need?

BSS B2B Quote runs on a paid plan on a live store. On the Shopify App Store listing, as of November 5, 2026, paid plans start at $19 per month and the listing shows a 14-day free trial on paid plans. Every app feature is free on development stores, so you can build and test first. A live store below Growth can view the app but not change it.

Buyer reminders and the buyer edit window need the Business plan or higher. Messages, counter-offers and guest approval have no separate plan gate in the app, so check the plan table in the user guide before you rely on them for a specific plan.

Use cases with quote negotiation

The main use case follows a quote to a draft order. Browse all use cases.

BSS B2B Quote admin page for quote #9803 with progress bar
  • BSS B2B Quote

Approve a Quote and Turn It Into a Draft Order

Send a proposal email with Approve and Reject buttons, and when the buyer approves, BSS B2B Quote converts the quote into a Shopify draft order and emails the invoice, with no manual order entry.

Explore use case: Approve a Quote and Turn It Into a Draft Order

More use cases

Guides and glossary

Read these next for the full detail.

Glossary

Request for quote (RFQ)Draft orderApproval workflowCustomer-specific pricing

User guides on docs.bss-b2b.solutions

More BSS B2B Quote features

Each feature has its own page. See also all BSS B2B Quote features.

Negotiate quotes without losing the thread

Messages, counter-offers and proposal versions live on the quote in BSS B2B Quote.

Also: BSS B2B Lock for hidden prices until a quote and BSS B2B Quote for quotes and negotiation.

Frequently asked questions

Can buyers send a counter-offer on a quote?

Yes, when the New look for buyers is on. The buyer proposes a target price on a proposal and, since version 4.16, can also change quantities or remove lines. You see the target price and the difference, and you accept or reject each changed line, or counter.

Can I message a buyer on the quote?

Yes. The Conversation card on the quote detail page holds the thread, and unread badges show new messages on both sides. Buyers see the conversation on the quote page when the New look is on, and can attach files.

Can a guest approve a proposal without an account?

Yes, when the New look is on. A guest can approve or decline a proposal from the email link, and counter without an account. The link works once and then closes, and approving asks for a confirmation. On the Classic look a guest gets only a Review quote link that needs a login.

Can I see what the buyer received earlier?

Yes. Every proposal you send is saved as a version, so you can look back at exactly what the buyer received before a counter-offer.

Does the app remind buyers about proposals?

It can. You can email buyers a reminder before their proposal expires, or when they have not opened it yet. Reminders need the Business plan or higher, and both are off by default.

Sources, method and update log

Feature behavior follows the BSS B2B Quote release notes (versions 4.12 to 4.25, October 20 to November 1, 2026) and the BSS user guides. Prices come from the App Store listing on the date shown. We make BSS B2B Solution, BSS B2B Lock and BSS B2B Quote.

Sources

  1. BSS B2B Quote release notes 4.14 to 4.17, read . Messages, counter-offers, quantity counters, proposal versions, guest approval, buyer reminders.
  2. BSS user guide: Messages and Counter-offers, read . Conversation card, target price, line-by-line decisions, updated PDF link.
  3. Shopify App Store listings for BSS B2B Solution, Lock and Quote, read . Plan prices, trial length and the development store note.

Update log

  • : First version.
Install BSS B2B Quote 14-day free trial on paid plans