QuotWay help center
QuotWay is a B2B quote and negotiation app for Shopify, built by EFOLI. It lets you capture quote requests, negotiate with versioned proposals and counter-offers, route approvals, and convert accepted quotes into Shopify draft orders. These guides walk you through every part of the app.
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Getting started with QuotWay
Install QuotWay, finish onboarding, send a test quote, and convert it to a Shopify draft order - your first quote loop in about 10 minutes.
Storefront & quote button
Add and style the Request a quote button, place it across product, cart, and collection pages, and confirm it's live on your Shopify storefront.
Quote form
Choose built-in fields, add custom fields, and show or hide fields with conditional logic so buyers see a short, relevant quote-request form.
Targeting
Decide exactly which products and which buyers can request a quote on your Shopify storefront, using collection, tag, and customer targeting rules.
Negotiation
Build proposals, send counter-offers, set per-line buyer prices and a price floor, track versioned rounds, and message buyers - all inside QuotWay.
Approvals
Set up merchant-side and buyer-side approval workflows for Shopify quotes, with multi-step chains, conditions, timeout escalation, and delegation.
Converting to orders
Turn accepted quotes into native Shopify draft orders, including partial acceptance and split conversion, then invoice and get paid through Shopify.
Buyer experience
Understand exactly what your buyers see in QuotWay - the hosted buyer portal, the in-account customer view, and guest quotes with magic-link access.
Documents & PDFs
Brand your QuotWay Proposal, Confirmation, and Pro-Forma PDFs with your logo, brand colours, and terms, and control when each document is generated.
Multi-currency
Quote in your buyer's currency using Shopify Markets exchange-rate snapshots, and report on mixed-currency pipeline value without manual conversion.
Attachments
Let buyers and staff attach files to quotes on Shopify - the accepted file types, the per-plan size limits, and how QuotWay validates every upload.
Automation
Build When-If-Then rules to auto-send, auto-accept, auto-decline, auto-assign, and follow up on routine Shopify quotes - with safety caps and a price floor.
Integrations
Connect QuotWay to the tools you already use - starting with Shopify Flow, Shopify's free no-code automation app.
Analytics
Track pipeline value, quote-to-order conversion, and response time, break the numbers down by company, and export your QuotWay quote data to CSV.
Notifications & email
Control which emails QuotWay sends you and your buyers, set your sender name, understand delivery and bounces, and keep your quote emails out of spam.
Staff & roles
Add staff members, assign the four RBAC roles, manage seats per plan, and control exactly what each person can do inside QuotWay on Shopify.
Billing & plans
Compare QuotWay's four plans - Lite, Starter, Professional, and Enterprise - start the 14-day trial, and manage upgrades, downgrades, and cancellation.
Privacy & data
See what data QuotWay stores and for how long, how uninstall and retention work, and how to handle GDPR data-access and erasure requests for your buyers.
Troubleshooting
A diagnostic checklist for the most common QuotWay issues on Shopify - quote button, hide-price, emails, conversion, and buyer access - each linked to its fix.