Use case for BSS B2B Quote

Add a Request a Quote Button and Hide the Price

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.

  • App: BSS B2B Quote
  • Industry: Home & Garden
  • Business model: Wholesaler
  • Key feature: Request for quote

Last updated

Reviewed by Hoa Nguyen, Senior Marketer. Last reviewed

Product page on the BSS B2B Quote demo storefront with no price or Add to cart button, an Add to quote button, and a toast confirming items were added to the quote list
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The problem

Custom or high-value products need a conversation, not a public price and a cart. A visible price invites comparison, and a buy button skips the negotiation your sales team needs.

The outcome

Visitors see an Add to quote button where the price and cart buttons were. They fill in a quote form in a modal, and your team receives the request, edits the price and replies with a proposal.

how it works

How it works

  1. Create a quote logic

    In Request for Quote, create a logic and choose who can request a quote: all visitors, logged-in customers, specific customers or customer tags.

  2. Add a quote catalog and hide the price

    Add the products to quote, then use the Hide price setting to hide the price and the Add to Cart and Buy It Now buttons for them.

  3. Place the quote button

    Choose where the Add to quote button shows (product, collection, cart), its position and a buyer-friendly label.

  4. Customize the quote form

    Choose the fields buyers fill in, such as name, email, shipping address, PO number, a message or a note per item.

  5. Test and reply

    Submit a test quote as a guest, open it in Quote Requests, set the quoted prices and send the proposal.

To add a Request a Quote button on Shopify and hide the price, install BSS B2B Quote, create a quote logic, put the products you want to quote into a quote catalog, and switch on Hide price for that catalog. Visitors then see an Add to quote button and a quote form where the price and the Add to cart button used to be, and your team answers each request with a priced proposal.

This guide is for merchants whose products are priced by conversation, not by a public number: made-to-order items, project quantities, materials whose cost moves, or accounts that negotiate. It explains who should use the flow, how to set it up step by step, a worked example, and the limits to check before you launch. Quote is one of the three apps in BSS B2B Solutions, and it works best next to BSS B2B Solution for the prices you do publish.

Who this is for

A quote flow fits you if most of these are true:

  • You sell custom, configurable or high-value products where the final price depends on quantity, specification or delivery.
  • Your landed cost changes often (raw materials, freight, currency), so a printed price goes stale within weeks.
  • Your sales team wants to see each buyer’s quantities, address and notes before they commit to a number.
  • You sell through wholesalers, installers, contractors or project buyers who expect a proposal rather than a checkout.
  • Part of your catalog has a normal price and part does not, and you need both on one store.

If every product has a fixed wholesale price, you probably want price lists or custom pricing instead. See wholesale price by customer tag for that.

Why this matters

A public price on a negotiated product starts the wrong conversation. Buyers compare your number with a competitor’s catalog price and never ask about volume, delivery or specification. An Add to cart button is worse: a buyer can place an order at a price you would not have offered for that quantity, and you find out after the order exists.

The other cost is the unstructured inquiry. A buyer who emails “how much for the big one?” starts a thread of questions about size, quantity, delivery address and timing, and each reply costs your team time. A quote form asks for those details once, in a fixed layout, and attaches them to the products being quoted. KAPR, a Dutch grooming brand that sells to barbers and salons, describes the same benefit: new and negotiated accounts request quotes through a structured flow instead of open-ended email. Read the KAPR case study for its full wholesale setup.

What Shopify covers natively, and where an app helps

Shopify’s built-in B2B features cover companies, catalogs, payment terms and quantity rules, but a request-for-quote workflow is not part of native B2B, and Shopify does not list hiding prices from guests among its B2B plan features. Those two gaps are what this use case fills. You can check the current native feature list in the Shopify Help Center, and the Shopify B2B guide compares native B2B with apps for every area. The quick order and RFQ hub collects the guides for this part of the store.

How to set it up with BSS B2B Quote

The whole setup takes place in the app’s Request for Quote section, and you can build it in one sitting.

Step 1: Create a quote logic

A quote logic decides who can request a quote and for which products. In Request for Quote, open Set Up Logics and choose Create New Logic. Name it for your team, set a priority (0 to 99, where 0 runs first), and choose who sees the quote flow: all visitors, logged-in customers, specific customers or customer tags. Choose all visitors if you want guests to be able to ask for a price, and a tag if only approved buyers should.

Step 2: Add a quote catalog and hide the price

The quote catalog is the list of products that are priced by quote, and Hide price lives inside it. Add the products or collections to quote, then use the Hide price setting to hide the price and also the Add to Cart and Buy It Now buttons. Products outside the catalog keep their normal price and checkout, so one store can mix quoted and fixed-price items.

BSS B2B Quote catalog editor with product selection and a Hide price setting that also hides Add To Cart and Buy It Now buttons
In a quote catalog, choose the products and the Hide price setting.

Step 3: Set up the quote button and widget

Choose where the Add to quote button appears (product pages, collection pages, the cart), where it sits relative to the price area, and what it says. Use plain buyer language such as “Request a quote” or “Contact us for pricing”. The widget collects the products a buyer adds, so a buyer can add several items and send one request.

BSS B2B Quote logic editor, Set Up Quote Button and Widget, with button display on product, collection and cart pages and style sliders
Choose where the quote button shows and how it looks.

Step 4: Customize the quote form

The form is what your sales team reads, so ask for what you need to price the job. By default the form asks for first name, last name, email and a shipping address, and you can add fields such as phone, company, a PO number, a message, or a note for each quoted item. Item notes are useful for dimensions, finishes or packaging. Logged-in customers can have their details filled in from their account, which shortens the form for repeat buyers.

Request For Quote modal on the storefront with the quoted product, general information fields and a shipping address, with Continue Shopping and Submit Request buttons
The quote form opens as a modal over the page, so the buyer keeps browsing.

Step 5: Test as a guest, a tagged buyer and a regular customer

Open the storefront in a private window and check the product page and the collection page. The buyer should see no price and no cart buttons on quoted products, an Add to quote button, and a confirmation after adding.

Product page on the BSS B2B Quote demo storefront with no price or Add to cart button, an Add to quote button, and a toast confirming items were added to the quote list
Product page with the price and cart buttons hidden: only Add to quote is left, and a toast confirms the item was added.

On collection pages every product card in the quote catalog gets the button, so buyers can build a multi-product request from the listing.

Collection page on the BSS B2B Quote demo storefront where each product shows an Add to quote button
On collection pages each product card shows an Add to quote button.

Step 6: Reply with a proposal

Submitted requests appear in Quote Requests with one of four statuses: Unread, Under review, Converted or Rejected. Opening a new quote moves it to Under review. Enter the quoted unit prices, shipping and an expiry date, then send the proposal email, optionally with a PDF of the quote attached. You can also set automation to send a proposal for forms that match rules you define.

BSS B2B Quote quote detail with products, quantities, quoted prices, the payment summary and Resend proposal email and Convert to draft order buttons
Open the request in Quote Requests, set the quoted prices and send the proposal. After sending, the button reads Resend proposal email.

Example: a made-to-order product with a project quantity

This example uses illustrative numbers, not results from a real store. A store sells made-to-order steel shelving. The listed starting price would be misleading because the real price depends on length, finish and quantity, so the merchant puts all shelving in a quote catalog with Hide price on.

A contractor adds three shelving models to the quote list and submits the form with a delivery address, a PO number and a note per item. The sales team opens the request, prices model A at $212 each for 40 units, model B at $168 each for 24 units and model C at $95 each for 60 units, adds a flat $380 shipping line and sets the quote to expire in 14 days. The subtotal is $8,480 + $4,032 + $5,700 = $18,212, plus $380 shipping, so the proposal shows $18,592 before tax.

The contractor receives the proposal. If the contractor is signed in, the proposal email can carry Approve and Reject buttons, and approving creates a Shopify draft order and emails the buyer the invoice. The quote approval to draft order guide shows that step in detail.

Works well with

Quote does one job well, and pairing it with the right neighbours covers the rest of a B2B storefront.

The access-control side of this topic is covered in the access control hub. Three glossary entries are useful here: request for quote, hide price and draft order.

Limits and common mistakes

  • Hide price is a display setting, not a lock. It changes what the theme shows for the products in a quote catalog. If you need to keep pages, collections or prices away from guests, add BSS B2B Lock.
  • Guests can request a quote, but they cannot approve one from the email link. Approving from the proposal email needs a signed-in customer, so for guest requests the merchant sends an invoice or asks the buyer to log in.
  • Every proposal link is time-limited. The Approve and Reject buttons in a proposal email work for 72 hours; after that, or after you send a newer proposal for the same quote, resend the proposal.
  • An expiry date is a reminder. The Expired badge does not stop you from sending a proposal or converting the quote.
  • One logic per audience. If guests and tagged buyers need different treatment, create separate logics and set their priorities, then test each audience.
  • A logic hides the price for every buyer it targets. A buyer who is entitled to a published price must be outside the logic’s audience, or the product should sit outside the quote catalog.
  • Check the theme embed. The button needs the app embed switched on in your theme; if the button does not show, the button troubleshooting guide walks through the usual causes.

Setup checklist

  • Install BSS B2B Quote and switch on the app embed in your theme.
  • Create a quote logic and choose who can request a quote.
  • Build a quote catalog with only the products priced by conversation.
  • Turn on Hide price and hide Add to Cart and Buy It Now for that catalog.
  • Place the Add to quote button on product and collection pages and write a clear label.
  • Add the form fields your team needs: quantity context, address, PO number, item notes.
  • Send yourself a test quote and reply with a proposal.
  • Test the storefront as a guest, a logged-in buyer and a tagged customer.

Plans and requirements

BSS B2B Quote runs on paid plans (Growth, Business and Enterprise) with a 14-day free trial on paid plans, and some options, such as the confirmation email or shipping-method selection in the form, need a higher plan. Compare the plans on the BSS B2B pricing page and read the full hide price and Add to cart guide for every option. When you are ready, install BSS B2B Quote from the Shopify App Store and start with one quote catalog.

key features

What makes it work

Add to quote button

Show a quote button on product, collection and cart pages, with your own label and position.

Hide price and cart buttons

In a quote catalog, hide the price and the Add to Cart and Buy It Now buttons for chosen products.

Quote form in a modal

Buyers fill in a customizable form in a pop-up and keep browsing.

Targeting by visitor

Show the quote flow to all visitors, logged-in customers, specific customers or customer tags.

Set this up with BSS B2B Quote

Install BSS B2B Quote from the Shopify App Store, then follow the guide to turn this on in your store.

faq

Frequently asked questions

How do I add a Request a Quote button to my Shopify store?

Install BSS B2B Quote, create a quote logic, add the products you want to quote to a quote catalog, and place the Add to quote button on product, collection or cart pages. Choose the button label, build the quote form, then test it as a guest before you publish the setup.

Can guests who are not logged in request a quote?

Yes. A quote logic can target all visitors, so guests can add products to a quote and submit the form. You can also limit it to logged-in customers, specific customers or customer tags. Guest quotes are stored without a customer account, so ask for company name and email in the form.

Where do I set the price to be hidden?

Hide price sits inside each quote catalog. Create or edit a catalog, choose its products, then use the Hide price setting to hide the price and the Add to Cart and Buy It Now buttons. Different catalogs in one logic can behave differently, for example one hiding prices and one not.

How do buyers get a price after they send the form?

Your team opens the request in Quote Requests, enters the quoted prices, shipping and an expiry date, and sends a proposal email, with an optional PDF. You can also set automation to send proposals for forms that match your rules. Signed-in buyers can approve the quote from the email.

Is hiding the price the same as locking the page?

No. Hide price in a quote catalog changes what the theme shows for the quoted products. It is a display setting, not access control. If you need to keep pages, collections or prices away from guests, add BSS B2B Lock and use the quote flow on top of it.

Can I keep the price for some customers and hide it for others?

Yes. Create several quote logics with different customer conditions and priorities, where 0 is evaluated first. For example, hide the price and show only the quote button for guests, and keep normal prices for tagged wholesale buyers. Test the storefront as a guest, a tagged customer and a regular customer.

Does Shopify have a built-in request for quote feature?

Request for quote is not part of Shopify's native B2B features, and hiding prices from guests is not listed among its B2B plan features either. An app such as BSS B2B Quote adds the quote button, the form, the admin review screen and proposals. Confirm the current native list in the Shopify Help Center.

Which BSS B2B Quote plan do I need?

BSS B2B Quote runs on paid plans (Growth, Business and Enterprise) with a 14-day free trial. Some options, such as the quote confirmation email and shipping-method selection in the form, need a higher plan. Compare the plans on the BSS B2B pricing page before you set up your quote flow.

  • BSS B2B Quote
  • Request for Quote