BSS B2B Quote: quote form and emails
In BSS B2B Quote you choose what a buyer fills in on a quote request: name, email, shipping address and custom fields such as text, number, dropdown or file upload. The app then sends up to five kinds of email. The admin notification needs Growth, the buyer confirmation and team reminders need Business, and the proposal works on every plan.
A buyer adds products to a quote list, then opens the form. On a regular store the default form asks for first name, last name, email and a shipping address, and email and address are required. On a store set up as B2B the form shows the buyer's company details from Shopify, read only. A logged-in customer's details can be filled in from their Shopify profile.
You decide which product details appear in the quote pop-up: variant, SKU, available quantity and price. The price is hidden when the quote catalog hides prices. From Growth you can add vendor, barcode, type, offer price and a note on each item. Product details are set per quote catalog, not in the form tab.
Fields are added, hidden, reordered and edited in the Customize Quote Form tab of a quote logic.
| Field | Use it for | Plan or limit |
|---|---|---|
| Short text, paragraph, number, email | Project name, specifications, target budget, an accounting contact | Custom field limit: 5 on Growth, unlimited on Business and Enterprise |
| Dropdown, radio buttons, checkbox list | Industry, delivery preference, add-ons | Same custom field limit |
| File upload | Spec sheets and drawings | File upload fields per form: 3 on Growth, 5 on Business, unlimited on Enterprise. File size: 10 MB on Growth, 20 MB on Business and Enterprise |
| PO number | Links the quote to the buyer's own purchase order | Up to 50 characters. The number is passed to the draft order and shows in emails and the PDF. Counts toward the custom field limit. Live stores below Growth are read only |
| Tax number check | EU VAT, UK VAT, US EIN, Australian ABN and Indian GST numbers | A format check in the browser. It does not look the number up. Counts toward the custom field limit. Live stores below Growth are read only |
| Shipping method | The buyer picks a rate from your Shopify shipping zones, based on the shipping address | Business and up. The chosen rate is pre-selected when you open the quote |
| Heading and divider | Section titles in a long form | Layout only. Counts toward the custom field limit |
Plan limits come from the app code and the user guide as of October 2026. If the app shows a different limit on your plan, trust the app.
Follow these steps in the app admin. Each step names the screen to open.
In the app open Request for Quote and your quote logic. A logic decides who can request a quote and for which products. The Customize Quote Form tab holds the form fields. Product details in the pop-up come from the quote catalog on the visibility tab.
Add fields from the list, drag them into order and use the eye icon to hide one. Edit a field to change its label, its placeholder and whether it is required. Add a heading or divider to split a long form.
Set colors, border and corner radius so the pop-up matches your theme, and edit the text shown after submit. The live preview switches between the form and the confirmation.
Go to Request for Quote, Advanced Settings, Manage settings. The Notifications tab lists the templates, and each one shows Active or Inactive for your plan. A template that shows Inactive is not sent, even if you edited it.
Under notifications for store admin add up to 5 BCC addresses. To send the proposal and confirmation emails from your own domain, use the Email Sender link, confirm the address and add the DNS records shown. Until the sender is verified, emails go from the default address and replies go to your sender email.
Go to Advanced Settings, then Quote Reminder. Turn on Unread quotes, Under review quotes or both. Set the number of days to wait, a recipient and optional BCC addresses, then save.
Build the quote form on a Growth plan or above. The listing shows a 14-day free trial on paid plans.
The app sends up to five kinds of quote email. Three are templates you edit. Two are reminder digests for your team.
| Goes to | Sent when | Plan | |
|---|---|---|---|
| Admin notification | Your store email, plus up to 5 BCC addresses | A customer submits a quote request | Growth and up |
| Quote confirmation | The customer | A request is submitted and no proposal is sent automatically | Business and up |
| Quote proposal | The customer | You send it from the quote, or Auto Send Proposal sends it on submit | All plans. Auto Send Proposal needs Business and up |
| Unread quotes reminder | The reminder recipient, plus BCC | Daily, for quotes still Unread after your threshold | Business and up |
| Under review quotes reminder | The reminder recipient, plus BCC | Daily, for quotes still Under review after your threshold | Business and up |
The admin notification always uses the default sender address. The proposal and confirmation emails can use your own verified domain.
The proposal email carries the prices you quoted. On Business and up you can attach the quote as a PDF. Email text takes variables such as store name, customer name, quote ID, PO number, creation date and expiry date, so one template fits every quote.
On Business and up, Auto Send Proposal sends the proposal the moment a submitted form matches conditions you set, for example an email that contains a company domain. When the form does not match, the buyer gets the confirmation email instead.
Reminders email your team a daily digest and add a notification in the app. A quote is included when its status has not changed for more days than your threshold. They run once a day at 00:00 UTC, and the app shows that time in your own time zone when you switch a reminder on.
The Approve and Reject buttons in the proposal email open the Quote History page, which needs a logged-in customer. A guest can submit a quote and receive a proposal, but cannot approve from the email. The buttons only appear on Business and up, with Auto Convert to Draft Order on and the Quote History page published. A buyer who is not signed in is sent to the login page and must click the button in the email again after signing in.
A proposal button works for 72 hours, or until you send a newer proposal for the same quote. After that the old link shows an error. Resend the proposal for a fresh link.
Buyers get no reminder emails. The reminders are for your own team, once a day at 00:00 UTC, and need Business or higher.
The expiry date in a quote is informational. The app does not stop a buyer from approving an expired quote, so check the date before you send the proposal.
Since June 14, 2026 a live store below Growth can view the app but not change it. Every feature stays free on development stores.
The field checks that a number looks like an EU VAT, UK VAT, US EIN, Australian ABN or Indian GST number. It does not confirm that the number is registered.
BSS B2B Quote paid plans start at $19 per month with a 14-day free trial on paid plans. Prices are from the App Store listing on October 10, 2026. Growth gives you 5 custom fields, the admin notification, the proposal email and manual conversion to a draft order. Business removes the custom field limit and adds the buyer confirmation, the PDF attachment, reminders, the shipping method field, Auto Send Proposal and Auto Convert to Draft Order. Enterprise adds quote logic per company customer.
Each use case shows one setup with screenshots and what the buyer sees. Browse all use cases.
Send a proposal email with Approve and Reject buttons, and when a logged-in 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
Automatically fill pre-defined B2B pricing logic into quote management dashboard. Eliminate manual entry for every line item in a quote request.
Explore use case: Automated B2B Quote Pricing
Replace the public price and Add to cart on custom or high-value products with an Add to quote button and a quote form, so buyers ask for a price instead of buying, using BSS B2B Quote.
Explore use case: Add a Request a Quote Button and Hide the PriceEach topic has one page that owns it. Start from these.
Let buyers enter quantities for many variants on one product page.
What to compare before you pick a quote app.
Give buyers quick order pages, CSV upload, reorder and request for quote.
Request for quote (RFQ)Draft orderPurchase order (PO)Tax IDEINABNVIES
Each feature has its own page. See also all BSS B2B Quote features.
A page where logged-in buyers repeat a past order from their history, edit it and get a checkout link.
A table on the product page where buyers enter a quantity for each variant and add all of them in one click.
BSS B2B Quote gives buyers a quote form with your fields, and sends the proposal, confirmation and reminder emails for your plan.
Also: BSS B2B Lock for hidden prices until a quote and BSS B2B Quote for quick order and quotes.
Short text, paragraph, number, email, dropdown, radio buttons, checkbox list and file upload, plus a PO number, a tax number format check and a shipping method field. Growth allows 5 custom fields. Business and Enterprise have no limit. The shipping method field needs Business.
On Business and up, yes. The buyer gets a confirmation email, or the proposal right away when Auto Send Proposal conditions match. On Growth your team gets the admin notification and the buyer gets a proposal email when you send one.
Your team. For Unread quotes and for Under review quotes you set a recipient email and up to 5 BCC addresses. Reminders go out once a day at 00:00 UTC and need Business or higher. Buyers do not get reminders.
Yes, for the proposal and confirmation emails. Enter a sender name and email, confirm the address, add the DNS records shown and click Verify DNS record. Until it is verified, emails come from the default address. The admin notification always uses the default address.
Not without signing in. The Approve and Reject buttons (Business and up) need a logged-in customer, so a signed-out buyer must click Approve again after logging in. Buttons stop working after 72 hours. Otherwise, ask the buyer to create an account or send the invoice yourself.
Feature behavior follows our review of the BSS B2B Quote code on October 3, 2026 and the BSS user guides, and the code decides when they disagree. For example, the code needs a logged-in customer to approve a quote from an email. Prices come from the App Store listings on the date shown. We make BSS B2B Solution, BSS B2B Lock and BSS B2B Quote.
