Numbers come from quotes in the app
Insights counts quotes created in BSS B2B Quote. Orders placed another way are not part of the funnel.
BSS B2B Quote: Quote Insights
Quote Insights: Win Rate, Pipeline and Lost Reasons
Quote Insights is a page in the BSS B2B Quote admin that shows how quotes move from request to order. It covers the quote funnel and conversion, win rate and pipeline value by currency, standard lost reasons with the value lost, top requested products and the share of quotes answered within 24 hours.
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 Insights show?
A quote app that only lists requests tells you what is waiting. It does not tell you how many quotes you win, how much is still open, or why you lose the rest. Insights answers those questions inside the Quote admin.
It shows how quotes move from request to order, with date presets to compare periods. You can see where quotes drop out and which reasons come up most.
Quote conversion rate on Shopify B2B is easy to guess and hard to measure. Insights counts it from the quotes your buyers actually sent.
Which metrics are in Insights?
What each part shows, and since which release.
| Metric | What it tells you |
|---|---|
| Quote funnel and conversion | How many quotes reach each stage, with date presets to compare periods (4.14) |
| Win rate | How many of your quotes you win, shown by currency (4.16) |
| Pipeline value | Value of open quotes, shown by currency (4.16) |
| Lost reasons | Standard reasons you pick when you reject a quote or a buyer picks when they decline (both optional), counted in Insights; quotes without one show as Not specified (4.14) |
| Value lost | A column in the lost quotes table (4.17) |
| Top requested products | Each product with its name and a link to the product in Shopify admin (4.17) |
| Answered within 24h | The share of quotes answered within a day. Same rate as on Home (4.17) |
| First response time | Time to first response for each quote in the quote inbox, with a flag for quotes waiting more than 24 hours (4.12) |
How do I use Insights to win more quotes?
A simple weekly routine with the numbers on the page.
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Choose a period
Pick a date preset and compare it with the one before. Look at the funnel first: where do quotes stop?
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Check win rate and pipeline
Read win rate and pipeline value for each currency. A big pipeline with a low win rate usually means slow or uncompetitive proposals.
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Read the lost reasons
Open the lost reasons and the Value lost column. A price reason points at your quoted prices. A timing reason points at your response time.
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Check response time
Compare the Answered within 24h rate with your goal. In the quote inbox, filter for quotes waiting more than 24 hours and answer those first.
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Look at top requested products
Products buyers ask about most often are good candidates for a standing price or a Quick Order page.
See your own quote funnel on a development store, then watch real numbers on a paid plan.
How do standard lost reasons work?
You pick a standard reason when you reject a quote. A buyer can pick one when they decline. Both are optional, and quotes without a reason are counted as Not specified. The reason is saved on the quote and counted in Insights, so you see a pattern instead of a pile of free-text notes.
The lost quotes table shows the value of each lost quote in a Value lost column, so a few large losses stand out from many small ones.
What are the limits of Quote Insights?
Totals stay per currency
Win rate and pipeline value are shown by currency, so you read each currency on its own.
Test quotes are left out
Test quotes made with the preview on your store are marked Test and not counted.
Charts and export depend on the plan
The user guide says charts, top lists and CSV export are on paid plans.
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.
Some charts, top lists and the CSV export depend on your plan, and the plan table in the user guide does not list Insights separately, so check it before you rely on a specific list for your plan.
Use cases with Quote Insights
The main use case shows the quote flow that Insights measures. Browse all use cases.
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 OrderMore use cases
Guides and glossary
Read these next for the full detail.
Quote negotiation
Messages, counter-offers and proposal versions.
Shopify quote app
How to choose a quote app.
Quick order and RFQ
Give buyers quick order pages, CSV upload, reorder and request for quote.
Glossary
Request for quote (RFQ)Approval workflow
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.
Quote negotiation
Talk to the buyer on the quote, handle price and quantity counter-offers and keep every proposal version.
Quote form and emails
Choose what buyers fill in on a quote, who gets which email and when your team is reminded of quotes that wait.
Reorder page
A page where logged-in buyers repeat a past order from their history, edit it and get a checkout link.
Variant table
A table on the product page where buyers enter a quantity for each variant and add all of them in one click.
Know why you win and lose quotes
Quote Insights in BSS B2B Quote turns your quote history into win rate, pipeline and lost reasons.
Also: BSS B2B Lock for hidden prices until a quote and BSS B2B Quote for quotes and negotiation.
Frequently asked questions
What does Quote Insights show?
The quote funnel and conversion, win rate and pipeline value by currency, standard lost reasons with a Value lost column, top requested products and the Answered within 24h rate, with date presets to compare periods.
Are totals mixed across currencies?
No. Win rate and pipeline value are shown by currency, so a store that quotes in several currencies reads each one separately.
Do test quotes count in Insights?
No. Test quotes made with the preview on your store are marked Test and are left out of your stats.
How are lost reasons recorded?
You pick a standard reason when you reject a quote, and a buyer can pick one when they decline. Both are optional; quotes without a reason are counted as Not specified. The reasons are counted in Insights, and the lost quotes table has a Value lost column.
Where can I see how fast I answer quotes?
The quote inbox shows the first response time of each quote and flags quotes waiting more than 24 hours. Insights and Home show the same Answered within 24h rate.
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
- BSS B2B Quote release notes 4.12 to 4.17, read . First response time, funnel, lost reasons, win rate, pipeline value, Top requested products, Value lost.
- BSS user guide: Quote Insights, read . Metrics list, test quote note, plan note for charts and export.
- 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.
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