Automated B2B Quote Pricings

Who this is for

Quote automation helps when quoting is part of how you sell, but too much of it is manual:

• Your buyers ask for prices on large or custom orders and your team replies by email.
• You already have wholesale prices, tiers or customer-specific prices that sales staff retype into each quote.
• Quotes need a negotiation step, such as adjusting a unit price or adding shipping.
• You want approved quotes to turn into draft orders and invoices without double entry.
• You take quote requests from visitors who do not have an account yet.

Why this matters

Every quote handled by hand costs time and carries risk. A rep copies a price from a spreadsheet, a line is missed, and the buyer receives a proposal that does not match the contract price. Slow replies lose deals, and inconsistent numbers lose trust.

When requests arrive with the right prices and quantities already attached, the rep reviews and adjusts instead of building from scratch. Where your rules allow, automation sends the proposal and the buyer's approval creates the draft order.

There is also a consistency benefit. A buyer who sees one price while shopping and another in the proposal starts to question the whole relationship. Using the same price source for both the list and the quote keeps the story straight.

Examples by business type

• Furniture and fixtures makers receive a request with the trade prices already in place, then add freight and send the proposal.
• Packaging suppliers auto-send proposals for requests from known company email domains.
• Industrial distributors turn repeat project requests into draft orders once the buyer approves.
• Wholesale brands let new visitors ask for a quote on a product page and handle the reply from the admin list.

What Shopify covers natively, and where an app helps

Request for quote is not part of Shopify's native B2B features, as the comparison table in the Shopify B2B guide shows. Native B2B gives companies, catalogs and payment terms, and draft orders let staff create custom orders by hand. BSS B2B Quote adds the quote request, the merchant review, the proposal and the conversion to a draft order. The quick order and RFQ hub compares the pieces.

How to set up automated quote pricing

The gallery above shows these steps. Useful guides are Auto-send proposal, Approve or reject quotes and the BSS B2B Solution integration.

1. Set up your B2B prices

Create your custom pricing, quantity breaks and quantity increments in BSS B2B Solution. For customers who are not using Shopify's native B2B, the Quick Order page and the quote list use those prices, so requests start from the same numbers buyers saw while shopping.

2. Add quote buttons and the request form

Choose which products show Add to quote or Request a quote, and customize the form. The default form for visitors asks for name, email and shipping address, and you can add fields such as a PO number. Guests can submit quotes.

3. Review requests in the admin

New requests appear in the quote list with a status: Unread, Under review, Converted or Rejected, with Proposal sent and Expired shown as badges. Open a request to edit unit prices, shipping and the expiry date, then send the proposal.

4. Turn on Quote Automation

In Quote Automation, enable Auto Send Proposal and define conditions, for example that the buyer's email contains a company domain. Matching requests are sent a proposal automatically. You can attach a PDF quotation to the proposal email.

5. Let buyers approve into a draft order

With Auto Convert to Draft Order, the proposal email includes Approve and Reject buttons. A logged-in buyer who approves causes the app to create a draft order and send the invoice, and the buyer pays through Shopify's invoice link. The Quote History page must be published.

6. Test with a guest and a customer

Submit a quote as a guest and as a logged-in buyer, send a proposal, approve it and check the draft order and invoice.

What to review before you turn on auto-send

Automation repeats whatever your setup says, so check the inputs first. A short review prevents a proposal with the wrong numbers from going out at scale.

• Prices: open the quote list as a test buyer and confirm each row shows the price you expect, including quantity breaks and quantity increments.
• Conditions: start narrow, for example one email domain, and widen later. Test with a request that should match and one that should not.
• Shipping: decide how shipping is handled. You can add a custom shipping line when you review a quote, and the buyer can choose a rate if you offer them.
• Tax: the draft order is calculated by Shopify, which can use the tax-exempt status of the company or customer.
• Emails: read the proposal email and the PDF quotation as a buyer would, including the Approve and Reject buttons.

Quote statuses in plain words

Unread means nobody has opened the request. Under review means a team member opened it. Proposal sent and Expired appear as badges. Converted means the quote became a draft order, and Rejected means it was declined. Converted and Rejected are final.

Example: from request to draft order

This is a made-up illustration, not a customer result. A packaging supplier uses BSS B2B Solution tiers for trade buyers.

1. A buyer on a company account adds 500 units of a carton to a quote list. The row shows her trade price, not the retail price.
2. She submits the form with a PO number. The request lands in the supplier's quote list as Unread.
3. A rule that matches her company domain triggers Auto Send Proposal, and she receives a proposal email with a PDF.
4. She is logged in, clicks Approve, and the app creates the draft order and emails an invoice. The status changes to Converted.

The rep touched the quote only if the prices needed a manual change.

Works well with

• Quote approval to draft order for the approval flow in detail.
• Request a quote button and hide price when prices should stay hidden until a quote.
• Standard quick order pages for buyers who order by list and quote from the same rows.
• CSV bulk order upload to start large quotes from a spreadsheet.

Terms: request for quote, draft order and purchase order. Browse the quick order and RFQ hub for the wider setup.

Limits and common mistakes

• Approval needs a login. Buyers who are not logged in cannot approve or reject from the email link, and quotes submitted as a guest cannot be approved that way. Guests can still receive a proposal, and you can send an invoice yourself.
• No quote discounts or tags. You can change line prices, shipping and expiry. There is no separate discount field or merchant tagging on quotes.
• Expiry is informational in the app. Do not promise that an expired quote cannot be approved.
• B2B prices need BSS B2B Solution. Prices flow into the quote list for customers who are not using Shopify's native B2B and are covered by your Solution rules.
• Payment terms are not passed on. The app does not set payment terms when it creates the draft order, so check the draft order before you send the invoice.
• Quote limits depend on plan. Growth has 100 quotes and Business is unlimited; the Free plan is for development stores.
• Headless is not supported. Storefront features depend on your Shopify theme.

Setup checklist

• Set up B2B prices in BSS B2B Solution first.
• Install BSS B2B Quote and turn on the app embed.
• Add the quote button and customize the request form.
• Publish the Quote History page if buyers will approve by email.
• Define Auto Send conditions and attach a PDF if needed.
• Test as a guest and as a logged-in buyer.
• Decide who reviews the quote list and how often.
• Review converted quotes and draft orders after a week.

Plans and requirements

BSS B2B Quote is free on development stores; on a live store, Growth is $19 a month (100 quotes), Business at $39 (unlimited) and Enterprise at $79, with a 14-day trial. Since 2026-06-14, a store on a plan below Growth can view but not edit its data. The merchant's Convert to draft order button is on Growth and above, and a default expiry period is on Business and above. Using BSS B2B Solution prices on Quick Order rows is listed under Growth and above. See the BSS B2B Quote page for current details.

Install BSS B2B Quote from the Shopify App Store to start.