How to Add a Request a Quote Feature to Your Shopify Store

Most Shopify stores lose sales before the customer even reaches checkout. Why? Because standard “Add to Cart” buttons don’t work for custom orders, bulk purchases, or B2B pricing.

When customers need a personalized price, they leave your site and contact competitors who make it easy to request a quote.

A Request a Quote feature solves this problem. It replaces the Add to Cart button with a quote request form that captures buyer information and lets you provide custom pricing.

The result? More conversations with serious buyers and higher conversion rates on complex orders.

In this guide, you’ll learn:

• What the Request a Quote feature is and when your store needs it
• Three methods to add quotes to Shopify (apps, manual setup, and custom builds)
• Step-by-step instructions to install and configure a quote system
• Best practices that turn quote requests into actual sales
• How to hide prices and customize quote forms for your brand
• Common mistakes that kill quote conversions (and how to avoid them)

Whether you run a B2B wholesale store, sell custom products, or handle bulk orders, this guide shows you exactly how to add a quote feature that converts browsers into buyers.

Key Takeaways:

Adding a Request a Quote feature to your Shopify store changes how you handle custom pricing, B2B sales, and complex orders. Start with an app for quick setup. Custom development only makes sense for unique workflows or high volume. Manual contact forms don’t scale. Focus on fast response times (24 hours) and simple forms (under 6 fields). Track metrics to find drop-off points. Test on mobile first. Use automated confirmation emails and follow up on unconverted quotes within 5-7 days.

What is the Request a Quote Feature in Shopify?

A Request a Quote (RFQ) feature lets customers ask for custom pricing instead of buying directly through your standard checkout. Instead of clicking “Add to Cart”, buyers fill out a form with their requirements. You review the request and send back a personalized price.

If you’re new to Shopify and want to understand how the platform works before adding advanced features like quotes, read our guide: What is Shopify? A complete review for beginners to eCommerce success.

What Does “Request a Quote” Mean in eCommerce?

Request a Quote is a sales process where buyers submit their product needs and sellers respond with custom pricing. This works for products with variable costs, bulk discounts, or personalized requirements that don’t fit fixed pricing.

The quote system creates a two-way conversation. Customers tell you what they need. You provide accurate pricing based on quantity, customization, or other factors. This approach works better than standard eCommerce for complex purchases.

Quote vs. Add to Cart: Key Differences:

Feature	Add to Cart	Request a Quote
Pricing	Fixed, visible prices	Custom pricing per request
Purchase Process	Instant checkout	Quote → Negotiation → Order
Best For	Standard products, retail	B2B, custom orders, bulk purchases
Customer Information	Collected at checkout	Collected upfront
Flexibility	Limited	High (negotiate terms, MOQ, delivery)
Sales Involvement	Automated	Manual review and response
Conversion Speed	Immediate	Takes hours or days

When a Quote System Makes Sense for Shopify Stores?

Add a Request a Quote feature if you sell:

• Products with variable pricing: If your costs change based on customization, materials, or specifications, quotes let you price accurately instead of guessing.
• Bulk or wholesale orders: B2B buyers expect volume discounts. Quotes let you offer tiered pricing without showing wholesale rates to retail customers.
• Custom or made-to-order items: When products require customization, you need details before pricing. Quote forms collect this information upfront.
• High-ticket items: Expensive products often need consultation. Quotes start conversations that build trust before large purchases.
• Products requiring installation or shipping calculations: If delivery costs vary by location or you offer installation, quotes let you calculate the total accurately.

Don’t add quotes if you sell standard products at fixed prices to individual consumers. The extra step hurts conversion rates when instant checkout works fine.

Why Add a Request a Quote Feature to Your Shopify Store?

By 2028, global eCommerce sales are projected to hit $8.09 trillion worldwide. With this massive growth comes with more competition. Stores that offer flexible purchasing options, like request a quote features, capture more sales.

Request a Quote features solve specific problems that standard Shopify checkouts can’t handle.

Here’s what changes when you add quotes to your store.

Common Pricing Problems Quotes Solve:

• The one-size-fits-all pricing trap: Fixed prices don’t work when costs vary by order size, customization, or shipping distance. You either overprice small orders or lose money on large ones.
• Lost B2B sales: Business buyers expect negotiation and volume discounts. When they see retail prices, they assume you’re not set up for wholesale and go elsewhere.
• Missed information: Standard checkout doesn’t collect the details you need for custom work. Quote forms get this information before you invest time in pricing.
• Price transparency issues: Some products shouldn’t show public pricing. Competitors can see your margins. Retail customers see wholesale rates. Quotes keep pricing private.

How Quotes Increase B2B and High-Ticket Conversions:

Quotes create a conversation instead of a transaction. This matters for complex sales.

1. You qualify leads before investing time: Quote forms separate serious buyers from browsers. You see contact info, order size, and requirements upfront.

2. Buyers feel heard: Custom quotes show you understand their specific needs. This builds trust that automated checkout can’t match.

3. You control the sales process: Instead of losing buyers at checkout, you guide them through a process that ends in a larger average order value.

4. Negotiation becomes possible: Some buyers need flexibility on terms, delivery, or pricing. Quotes let you work out details that close the sale.

Real Use Cases by Store Type:

1. Wholesale and B2B: Wholesale buyers need volume pricing that changes based on order size. They want terms like Net 30 payment and freight shipping options. Quote systems let you offer these without showing retail customers your wholesale rates.

Example: A wholesale furniture store hides prices from public visitors. Verified B2B customers request quotes with their resale certificate. The store responds with tiered pricing based on order volume.

2. Custom Products: Custom work requires specifications before accurate pricing. Quote forms collect details like dimensions, materials, colors, and quantities. You price based on actual requirements instead of estimates.

Example: A custom packaging company needs to know box size, material type, print colors, and quantity. Their quote form collects these details. They respond within 24 hours with exact pricing.

3. Bulk Orders: Large orders often need special handling, shipping, or pricing. Quote systems let you calculate accurate costs for freight, packaging, and volume discounts.

For stores that offer standard volume discounts on fixed pricing, consider using AIOD – All-in-One Automatic Discounts to automate tiered pricing. For custom bulk pricing that varies by customer or order complexity, use the Request a Quote approach.

Example: A promotional products store offers standard pricing for orders under 100 units. Larger orders require quotes for custom pricing and freight shipping options.

4. Variable Pricing Products: Some products have costs that depend on factors you can’t predict upfront. Installation location, delivery distance, or service requirements all affect the final price.

Example: A commercial equipment store sells products that require installation. Quote forms ask about location, site conditions, and installation requirements. This ensures accurate final pricing, including labor and travel.

Different Ways to Add a Request a Quote Feature to Shopify:

You have three main options to add quotes to your Shopify store. Each works for different situations and budgets.

Method	Best For	Cost	Setup Time	Flexibility	Technical Skill
Shopify Apps	Most stores, quick setup	$10-50/month	1-2 hours	Medium	None required
Manual Setup	Simple needs, tight budget	Free	2-4 hours	Low	Basic Shopify knowledge
Custom Development	Complex workflows, integrations	$2,000-10,000+	2-8 weeks	Very high	Developer required

Method #1: Add Request a Quote to Shopify Using an App:

Apps are the fastest way to add quotes to Shopify. Here’s what you need to know to pick and set up the right one.

What to Look for in a Quote App:

• Hide Price and Add to Cart: The app should let you hide prices and remove the Add to Cart button on specific products or collections.
• Customizable Quote Forms: You need control over what information you collect. Look for apps that let you add custom fields.
• Email Notifications: Both you and the customer should get automated emails when someone submits a quote request.
• Quote Management Dashboard: You need a way to track, respond to, and convert quotes to orders without leaving Shopify.
• Customer Restrictions: Some stores only want certain customers to see quotes (like logged-in B2B buyers). Make sure the app supports this.
• Branding Options: Your quote button and forms should match your store design. Look for customization options.

If you want to compare multiple options before choosing, check out this guide on the top 5 request a quote Shopify apps to see detailed comparisons and reviews.

One app that handles these features well is AI Request a Quote. This app lets B2B merchants hide prices, add Request a Quote buttons, and boost conversions with an AI-driven quick quote generator.

You can customize quote forms, request buttons, and emails to match your brand. It converts cart items to quotes with a built-in quotation manager for wholesale pricing.

Key features include:

• Show the quote button to all visitors, logged-in customers, guests, or tagged customers
• AI lead scoring and smart product quote builder for B2B pricing
• Price negotiation, comments, convert quote to order, and download custom quote PDFs
• Integrations with HubSpot, Mailchimp, Klaviyo, SendinBlue, Omnisend, and Zapier

For complete installation and setup instructions, jump to the Step-by-Step Guide below.

Method #2: Add Request a Quote Without an App:

You can add basic quote functionality using Shopify’s built-in contact forms. This works for stores with simple needs and low quote volume (under 5-10 requests weekly).

Using Shopify Contact Forms for Quotes:

Create a dedicated quote page:

• Go to Online Store > Pages > Add page
• Title it “Request a Quote”
• Insert Shopify’s contact form
• Link to this page from your navigation menu

Add quote buttons to product pages by customizing your theme and linking to your quote page.

Limitations of Manual Setups:

This approach has major restrictions: You can’t hide prices or remove Add to Cart without code changes. Shopify’s contact form doesn’t support custom fields.

You get no automation, tracking, or professional appearance. Manual setups don’t scale beyond a few quotes weekly.

Use this only as a temporary test. Move to an app once you get regular quote requests.

If you need more flexibility than Shopify’s basic contact form, consider using ECF: Contact form builder. This app lets you add custom fields and create more professional forms without coding.

Method #3: Custom Request a Quote Feature for Advanced Stores:

Custom development gives you complete control but requires significant investment. Build a custom solution when apps can’t handle your workflow.

When to Choose a Custom Solution:

Choose custom development if you:

• Need unique workflows (approval processes, automated pricing rules)
• Process hundreds of quotes monthly
• Require deep integration with ERP, CRM, or accounting software
• Already run heavily customized code
• Want to avoid monthly app fees

What Custom Solutions Include:

A custom quote system typically has:

• Custom quote button and multi-step forms
• Database for quote storage
• Admin dashboard for quote management
• Automated email notifications
• Quote-to-order conversion
• CRM/ERP integration
• PDF quote generation

Development takes 2-8 weeks, depending on complexity. Custom solutions scale infinitely but need ongoing technical support. Budget $500-2,000 annually for maintenance.

Need help with custom development? If you need custom code for your Request a Quote feature, contact our Shopify developer team. We build custom quote systems that integrate with your existing tools and scale with your business.

Step-by-Step Guide: Adding a Request a Quote Feature with an App:

Here’s the complete process to get your quote system running today.

Step #1: Pick and Install Your App:

Search for the best Shopify App for “Request a Quote”. Compare apps based on:

• Reviews and ratings (look for 4.5+ stars)
• Number of active users
• Features that match your needs
• Pricing that fits your budget

Read the last 10-20 reviews. Look for mentions of customer support quality and bug reports.

Click “Add app” on your chosen app. Shopify will ask you to authorize permissions. Review what the app can access and click “Install app”.

Step #2: Configure the Basics:

Open the app from your Shopify admin. Most apps have a setup wizard that walks you through initial configuration.

• Open the app from your Shopify dashboard.
• Toggle “Enable Quote Button” on product pages and/or cart.
• Set where it shows: All products? Specific collections (like “Wholesale Only”)?
• Customize the button text: “Get My Quote” feels friendly and action-oriented.

This step hides prices if needed, signaling “Let’s talk pricing” without scaring off budget shoppers.

Step #3: Build Your Quote Form:

Design your quote request form with fields that collect necessary information.

• Add Fields: Name, email, phone, quantity, and a message box for details.
• Make it mobile-friendly, as over half of e-commerce traffic is phone-based.
• Set Rules: Require email for follow-ups, but keep others optional to avoid drop-offs.

Step #4: Set Up Notifications and Responses:

Configure automated emails to keep customers informed and alert your team.

• Link your email for instant alerts on new requests.
• Customize Customer Emails: “Thanks for your quote request! We’ll reply in 24 hours with options”.
• Enable Draft Orders: Turn approved quotes into payable invoices with one click.

Need help writing effective email copy? Check out these eCommerce email templates designed for different campaign tactics to create professional quote confirmation emails.

Step #5: Test and Launch:

Don’t go live without testing everything first.

• Visit your live store in a private browser.
• Click the button, fill out a test form, and submit.
• Check your dashboard: Does the request appear? Can you edit and send a quote?
• Go live once it flows smoothly.

Go live by enabling the app on your live theme. Monitor quote submissions closely for the first week to catch any issues.

Best Practices for Request a Quote Pages:

Follow these best practices to maximize quote submissions and conversions.

1. Keep Forms Short and Focused: Forms with fewer fields (e.g., 3-5 fields) generally have significantly higher completion rates than longer forms. Only ask for information you absolutely need to provide an accurate quote. You can always get more details via email after the initial request.

A HubSpot study analyzing over 40,000 customer landing pages found that forms with 3 fields had the highest conversion rate (slightly over 25%), followed by forms with 5 fields (just above 21%).

2. Set Clear Expectations Upfront: Tell customers when they’ll hear back, what information you need, and how the process works. Uncertainty kills conversions. Add a simple timeline: “Submit request → Receive quote within 24 hours → Review and approve → Order confirmed”.

3. Make Phone Calls for High-Value Quotes: Email works for simple quotes. But complex or large orders need a conversation. Call within 2 hours of receiving a quote request over your target threshold. This personal touch closes deals that emails can’t.

4. Follow up on Non-Converted Quotes: Create a 3-email follow-up sequence: Day 2 (check if they have questions), Day 5 (offer to adjust the quote), Day 10 (final reminder with urgency). You’ll recover 15-20% of quotes that would otherwise go cold.

5. Respond Within 24 Hours Maximum: Speed matters. 78% of customers buy from the first company that calls them back. Set up mobile notifications so you never miss a quote request. Even a quick “We received your request and will send a detailed quote tomorrow” keeps customers engaged.

6. Provide Quote History for Repeat Customers: Let logged-in customers see their past quotes. This builds trust and makes reordering easier. They can reference previous pricing and simply request “same as quote #1234”.

7. Use Professional Quote Documents: When you send pricing, make it look official. Include your logo, clear line items, payment terms, and expiration date.

8. Create Urgency With Expiration Dates: Add “This quote expires in 07 days” to encourage action. You can always extend it if they need more time.

9. Track Your Metrics: Measure quote request rate, response time, and conversion rate. If quote requests are low, your button might be hard to find. If conversion is low, your quotes might be too expensive or slow. Data shows you “where” to improve.

10. Personalize Every Response: Use the customer’s name and reference their specific requirements. Generic quote responses feel like spam. Personalized quotes that address their exact needs convert at 3-4x higher rates.

Conclusion:

Request a Quote features work best for B2B stores, custom products, bulk orders, and high-ticket items. Standard retail stores selling fixed-price products should stick with Add to Cart.

The right approach depends on your quote volume, technical skills, and budget.

Most Shopify merchants should start with a proven app that handles forms, notifications, and quote management. This gets you running today without code changes or developer costs.

Your next steps: Pick an app from the Shopify App Store and install it today. Set up a simple quote form with 4-5 essential fields. Test the entire process yourself before going live.

New to Shopify? Start with the fundamentals: What is Shopify? A complete review for beginners to eCommerce success.

Commit to responding to every quote within 24 hours. After 30 days, review your metrics and adjust your form or process based on real data.

The stores that succeed with quotes are those that respond fast and make the process simple for customers.

Start now. The longer you wait, the more sales go to competitors who make it easy to request custom pricing.

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