--- title: "How to automate quotes on Shopify: a practical guide" description: "How to automate quotes on Shopify: rules to auto-accept, auto-price, auto-assign, and follow up - within a price floor, with a kill switch. Rules, not AI." url: "https://www.quotway.com/blog/how-to-automate-quotes-on-shopify" type: "blog post" category: "Quoting & negotiation" published: "2026-08-12" updated: "2026-08-23" locale: "en" source: "QuotWay - B2B Quote & Negotiation App for Shopify" --- # How to automate quotes on Shopify: a practical guide Most B2B quotes are routine: a known buyer, a familiar product, a discount well within your limits. Automating those - so they price, accept, assign, or follow up on their own - frees your team for the deals that actually need a human. This guide covers how to automate quotes on Shopify: what you can automate, how the rules work, and the guardrails that keep automation from doing something you'd regret. The goal isn't to remove judgment; it's to stop spending it on the predictable ones. ## What "automating quotes" on Shopify means Automating quotes means letting rules you define handle the routine parts of a quote - accepting, pricing, assigning, declining, or following up - based on conditions from the quote itself: its value, the customer, the products, the discount. Shopify doesn't automate quoting on its own; you add it with a quote app that has a rules engine. Done right, it's **deterministic**: a rule acts only when your conditions match, so there's no guesswork and nothing decided by a black box. (In QuotWay, automation is a Professional-plan capability - the routine parts of quoting aren't on the free tier.) ## What you can automate - and what you shouldn't Good candidates for automation are the predictable quotes: - **Auto-accept** a quote that's already within your limits (paired with a price floor, below). - **Auto-price** a familiar request the way you'd have priced it by hand. - **Auto-assign** a quote to the right person the moment it arrives. - **Auto-decline** requests that clearly don't fit - a region you don't serve, below a minimum. - **Auto follow-up** on quotes a buyer hasn't answered, and expire stale ones. ([How to follow up on a B2B quote](/blog/how-to-follow-up-on-a-b2b-quote) covers the cadence and what stays human.) What to keep human: the judgment calls - a deep discount, a new strategic account, an unusual configuration. The point of automating quotes is to *free up* that judgment, not replace it. For which quotes to automate and which to hold back, see [when to automate B2B quotes](/blog/when-to-automate-b2b-quotes). ## How to automate quotes on Shopify, step by step In QuotWay, every automation rule follows the same plain shape - **When → If → Then** - so you can read a rule the way you'd say it out loud. 1. **Choose the When (the trigger).** What starts the rule: a new quote request arriving, or a buyer accepting a proposal. 2. **Set the If (the conditions).** Narrow the rule to the quotes you mean: a value below a threshold, a specific customer tag, particular products. Combine conditions to keep it precise. 3. **Pick the Then (the action).** What QuotWay does: auto-accept within your floor, auto-price, auto-assign ([routing quotes to the right rep](/blog/b2b-sales-rep-quoting-shopify)), auto-decline, or send a follow-up. Save it, and it runs on every matching quote from then on. Because a rule only fires when your conditions are true, it's predictable and auditable - every automated action is written to the quote's event log. See [automation rules](/features/automation) for the full engine. ## The guardrails that make automation safe Automation is only safe if the exceptions are controlled: - **Price floor.** Set a maximum discount below catalog; auto-accept checks every line against it, and a below-floor quote skips the rule and waits for a human instead of closing automatically. See [negotiation and the price floor](/features/negotiation). - **Approvals.** Route a quote that crosses a threshold to a manager before it's sent or accepted - see [approval workflows](/features/approvals). - **A kill switch.** One global toggle pauses every rule at once - useful during a price change or a busy season. - **It's rules, not AI.** QuotWay's automation is deterministic and rule-based; it doesn't use AI to set prices or decide outcomes. ## FAQ ### How do I automate quotes on Shopify? Use a quote app with a rules engine. In QuotWay you build a rule as When → If → Then: a trigger (a quote arrives), your conditions (value, customer tag, products), and an action (auto-accept within a floor, auto-price, auto-assign, auto-decline, or follow up). The rule then runs on every matching quote, and every action is logged. Automation is on the Professional and Enterprise plans. ### Does automating quotes use AI? No - QuotWay's quote automation is rule-based and deterministic. It acts only on the conditions you set and takes the action you chose; it doesn't use AI to price, predict, or negotiate. A global kill switch pauses every rule at once. ### Will an automated rule ever accept a quote below my price? No. Auto-accept checks every line against your price floor - a maximum discount below catalog that you set - and a below-floor request skips the rule and waits in your inbox for a human. The skip and its reason are recorded in the quote's activity. ### Which plan includes quote automation? Automation rules are on QuotWay's Professional ($79/mo) and Enterprise ($199/mo) plans. Lite and Starter don't include automation. Every paid plan includes a 14-day trial. ## Where QuotWay fits QuotWay is a B2B quote and negotiation app for Shopify, built by EFOLI. Its automation runs the routine quotes on rules you define - auto-accept within a floor, auto-price, auto-assign, auto-decline, and follow-ups - with a kill switch and a full audit trail, so your team works the deals that matter. Automation is on Professional and up; the free Lite plan lets you run the manual quote-to-order loop first. See the [plans and pricing](/pricing) or [add QuotWay on Shopify](/install). ## Sources - [Shopify Help Center: Create and manage draft orders](https://help.shopify.com/en/manual/fulfillment/managing-orders/create-orders)