--- title: "Create a quote yourself" description: "Start a quote from the QuotWay admin for a lead or repeat buyer - add products, price it, and send a proposal without waiting for a storefront request." url: "https://www.quotway.com/docs/getting-started/create-a-quote-yourself" type: "documentation" category: "getting-started" updated: "2026-07-07" locale: "en" source: "QuotWay - B2B Quote & Negotiation App for Shopify" --- # 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](#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. ## Related articles - [Your first quote in 5 minutes](./quickstart-first-quote-in-5-minutes.md) - the full request-to-order loop. - [Convert a quote to a draft order](../converting-to-orders/convert-a-quote-to-a-draft-order.md) - turn an accepted quote into a Shopify order. - [Plans, trial, and billing](../billing/plans-trial-and-billing.md) - what each plan includes, and the 14-day trial.