What stays in Shopify, what a quote layer owns, how a negotiated price reaches the draft order, and why a copied price list fails. Written for agencies.
September 20, 2026 · 16 min read
Read the guide: Shopify B2B quote architecture: what lives in Shopify and what belongs in the quote layer
Consumables are a reorder; equipment is a quote. Build both - list paste, contract pricing, PO numbers, terms, back-orders, and deposits on capital kit.
September 18, 2026 · 8 min read
Read the guide: Dental and lab supply ordering: reorders, contract pricing, and POs
A trade program is a gated price list plus project quoting - and the quoting is the part that fails. Approval, price gating, tiers, freight and COM lines.
September 18, 2026 · 9 min read
Read the guide: How to run an interior design trade program on Shopify
Fifteen fields, and what breaks when each is missing. A copyable B2B quote skeleton, and why the expiry and acceptance mechanics are the two that matter.
September 18, 2026 · 9 min read
Read the guide: What a B2B quote must contain, field by field
If your price comes out of a formula you need a quoting calculator; if it comes out of a conversation you need a quote record. They are not substitutes.
September 18, 2026 · 8 min read
Read the guide: Instant quote or negotiated quote? Two different products
Absorb freight on a B2B quote without putting the number on the document - the Included line, the rule that keeps it honest, and when to show the figure.
September 16, 2026 · 9 min read
Read the guide: How to absorb freight without advertising what it costs you
Pipelines infer a loss from silence and an expiry date. The four states a B2B quote is really in, what a wrong 'lost' costs, and how to keep them apart.
September 16, 2026 · 8 min read
Read the guide: Your CRM says the deal is lost. Your buyer says they're still thinking.
Renewals, win/loss reviews and disputes all put questions to your quote record. What it has to keep to answer them - and what usually gets lost.
September 16, 2026 · 8 min read
Read the guide: Six months later: reading your own quote record
Buyers forget things and ask for items you don't stock. Add, remove, or quote custom lines on a live quote - without making them start again.
September 16, 2026 · 6 min read
Read the guide: Edit a quote after the request: add, remove and custom lines
If your UI can hide a line, your totals cannot come from the lines it shows - the bug that leaks the number you were asked to conceal, and the fix.
September 16, 2026 · 6 min read
Read the guide: Why we never sum a total from the rows we render
Shopify draft orders don't reserve stock, your pricing logic doesn't reach them, and they cap at 500 lines. The limits that bite, and what B2B changes.
September 9, 2026 · 9 min read
Read the guide: Shopify draft orders: the limits and gotchas the docs bury
Ask Shopify's AI to pull up a quote or prepare a proposal at a discount. It sets the work up; you review and send. Works on every QuotWay plan.
August 31, 2026 · 5 min read
Read the guide: Ask Shopify Sidekick about your quotes - then let it set up the next stepWe’d like to set analytics cookies to understand how the site is used. They’re not required — declining changes nothing about how the site works, and you can change your mind any time on our privacy page.