Changelog
What’s new in QuotWay - every user-facing change, newest first. Each entry links to the feature it relates to. It mirrors the in-app “What’s new” page.
- New
Quote on autopilot - automation rules
Build rules with the same condition builder as approval policies: auto-send proposals for small orders at the buyer’s requested price (with a safety cap), auto-decline requests below your discount floor with a polite message, route big quotes to the right team member, and nudge buyers who go quiet. Every action is logged on the quote’s timeline, and one switch pauses everything. Professional and above.
Automation - New
Create quotes yourself
Quotes no longer have to start with a buyer request. Hit Create quote on the Quotes page, pick a customer (or type any email for a new lead), add products from your catalog or custom lines, and land straight in the proposal editor to price and send. Buyers get the same email, portal, and customer-account experience as storefront requests. Starter and above.
Negotiation - New
Expiry reminders and automatic expiry
Quotes now expire on their own: once a sent proposal passes its expiry date it’s marked Expired automatically, and the buyer can be notified. Before that, buyers get a reminder email a set number of days ahead. Reminders are sent once per quote, on Starter and above.
Automation - New
Attach files to messages
Conversations on a quote can now carry files - spec sheets, revised terms, signed paperwork - from your Messages composer, the buyer portal, and the customer-account page. Buyers get an email naming the files with a link into the thread. Message attachments are available on Professional and above.
Buyer portal - Improved
Smarter buyer emails
Quote emails now send buyers straight to their Shopify customer account when your store uses new customer accounts - opening the exact quote, no separate portal login. Guests and legacy-account stores keep the secure portal link. Emails also got a cleaner look with a fallback link under every button.
Buyer portal - Improved
Clearer feedback everywhere
Every save, create, and delete across the app now confirms with a quick toast, and form problems show up right next to the field that needs fixing - with the cursor moved there for you.
- New
A visual approval policy builder
Approval policies are now built on a visual flow: see when the policy runs, which quotes it catches, every approval step, and what happens at the end - all on one canvas. Start from a template, pick products and companies with real pickers instead of IDs, run steps in parallel, and choose exactly who timeouts escalate to. Professional and above.
Approval workflows - New
Analytics dashboard
A full analytics page: conversion funnel, quote volume over time, top products by quote volume, top customers by value, approval bottlenecks, and flexible date ranges - plus one-click CSV export.
Analytics - New
CSV exports for quotes, audits, and approvals
Export your quote list (with filters), the full audit history, approval decisions, or line-item negotiation history. Exports run in the background and we email you a download link when ready. Professional and above.
Analytics - Improved
A smarter home dashboard
Your dashboard now leads with what needs attention, shows the quote value you’ve won with trends, a 30-day funnel, a curated activity feed, and one-click activation for every storefront surface.
Analytics - Improved
Searchable country selector
The quote form’s shipping country is now a type-to-search dropdown, and you can hide countries you don’t serve from the quote-form settings.
Quote requests