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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.

Start here

Start hereGetting started with QuotWayInstall QuotWay, finish onboarding, send a test quote, and convert it to a Shopify draft order - your first quote loop in about 10 minutes.Your first quote in 5 minutesRun one full QuotWay quote loop - buyer request, priced proposal, acceptance, and conversion to a Shopify draft order - in about five minutes.Add the Request a quote button to your storePlace the Request a quote button on product pages and the cart with QuotWay's theme app blocks - no theme code to edit.Configure your quote formTurn built-in fields on or off, add custom fields, and set conditional logic so buyers see a short, relevant quote form.

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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, and check it’s live on your storefront.

Quote form

Choose built-in fields, add custom fields, and show or hide fields conditionally.

Targeting

Decide which products and which buyers can request a quote.

Negotiation

Build proposals, send counter-offers, set buyer prices and a floor price, and message buyers.

Approvals

Set up merchant-side and buyer-side approval workflows, with escalation and delegation.

Converting to orders

Turn accepted quotes into Shopify draft orders - including partial acceptance and split conversion.

Buyer experience

Understand what your buyers see - the buyer portal, the customer-account view, and guest quotes.

Documents & PDFs

Brand your Proposal, Confirmation, and Pro-Forma PDFs with your logo, colors, and terms.

Multi-currency

Quote in your buyer’s currency using Shopify Markets exchange-rate snapshots.

Attachments

Let buyers and staff attach files to quotes, within your plan’s limits.

Automation

Build When → If → Then rules to auto-send, auto-decline, auto-assign, follow up, and auto-accept.

Analytics

Track pipeline value, conversion rate, and response time, and export your data.

Notifications & email

Control which emails QuotWay sends, set your sender name, and keep messages out of spam.

Staff & roles

Add staff members, assign roles, and manage what each person can do.

Billing & plans

Compare the four plans, start a trial, and manage upgrades, downgrades, and cancellation.

Privacy & data

See what QuotWay stores, how long, and how to handle GDPR data requests.

Troubleshooting

A diagnostic checklist for the most common issues, cross-linked to the fixes.

Can’t find it? Contact us and we’ll help.