Skip to content

Create a quote yourself

Read time: 4 minutes. Last updated: July 7, 2026 Who it's for: Merchants who want to start a quote from the admin - for a lead who called or emailed, a repeat wholesale buyer, or a deal that began off-store - instead of waiting for a storefront request.

You don't have to wait for a buyer to press Request a quote. From the Quotes page you can create a quote yourself, pick or enter the customer, add catalog products or custom lines, and land straight in the proposal editor to price and send. It's the same quote object as a storefront request - it just starts on your side.

⚠️ Creating a quote yourself requires the Starter plan or higher. On Lite, quotes begin from a buyer's storefront request.

Watch: create and share a B2B quote yourself.

What you'll achieve

By the end you'll have a new quote addressed to a specific customer, with the products and prices you intend to offer, ready to send as a Proposal.

Before you start

  • You're on Starter, Professional, or Enterprise (or in your 14-day trial of a paid plan).
  • You know who the quote is for - an existing Shopify customer, or an email address for a new lead.
  • You know what you're quoting - catalog products, custom one-off lines, or both.

Step 1 - Start a new quote

How do you begin a merchant-created quote? Open Apps → QuotWay → Quotes and select Create quote. A blank quote opens, ready for you to add a customer and lines.

Step 2 - Pick or enter a customer

Who is the quote for? You have two paths:

  • Pick an existing customer. Search by name or email to attach the quote to a Shopify customer you already have - for example, Acme Restaurant Group. Their details and any company context carry over.
  • Enter a new lead. Type any email address to create the quote for a customer who isn't in Shopify yet. This is the right path for a lead from a call, a trade show, or an inbound email.

The customer you choose determines where the accepted proposal is delivered - the Buyer portal or their customer-account view - and which email receives the proposal link.

💡 Quoting a Shopify B2B company? At the top of this step, switch Quote for to A B2B company to attribute the quote to a Company, Location, and contact - see Create a company-aware (B2B) quote below. Available on the Enterprise plan with a B2B-capable store.

Step 3 - Add catalog or custom lines

What can you put on the quote? Add either kind of line, or mix both:

  • Catalog products - search your Shopify catalog and add products and variants. QuotWay pulls in the variant, so quantities and base prices come from your store.
  • Custom lines - add a free-text line for something not in your catalog: a setup fee, a bespoke bundle, freight, or a one-off service. Set its description, quantity, and price by hand.

Set the quantity on each line. You'll set buyer-facing pricing in the next step.

Step 4 - Price and send in the proposal editor

How do you finish the quote? Adding lines drops you into the proposal editor - the same editor you use to answer a storefront request:

  1. Set the per-line buyer price, or apply a discount (percentage or fixed amount).
  2. Add a message for the buyer - terms, context, or a note.
  3. Select Send proposal.

The quote moves to PROPOSAL_SENT, and QuotWay emails the customer a link to review it. From there it follows the same path as any quote: the buyer accepts (status FULLY_ACCEPTED) or counters, and you convert the accepted quote to a Shopify draft order.

💡 Confirmation and Pro-Forma PDFs are a Professional+ feature. The Proposal PDF is available on every plan, including the proposals you create yourself.

Create a company-aware (B2B) quote

Who it's for: Sales reps quoting a Shopify B2B Company buyer, so the quote is attributed to the company, its location, and a contact - all the way through to the Shopify draft order. Requires the Enterprise plan and a store with Shopify B2B enabled.

On Create quote, set Quote for to A B2B company, then work down three fields:

  1. Company - search your Shopify B2B companies and pick one.
  2. Location - choose the company location the quote is for; its address becomes the ship-to. If the company has a single location, it's selected for you.
  3. Contact - pick the buyer from that location's contacts.

Add products the same way as any quote and continue to the proposal editor. The quote is tagged B2B (company), and the company, location, and contact travel with it - so when you convert, the Shopify draft order is attributed to the purchasing company, with the buyer's payment terms and the location's catalog price list as your negotiation baseline.

Add a contact that isn't listed

Not every buyer is a saved Shopify contact yet. Choose + Add a contact manually and enter a name and email:

  • If the email matches a contact on that company in Shopify, the quote stays company-aware.
  • If it doesn't match, QuotWay creates a regular wholesale quote instead and keeps the company name on the quote for reference. QuotWay never guesses a company attribution, so the draft order is tied to a Company only when a real Shopify contact backs it.

💡 Shortcut: when you link an existing customer (the retail path) who belongs to a B2B company, QuotWay prompts you to switch the quote to that company in one click.

Still need a hand? The team is happy to help.

Contact supportInstall for Free on Shopify