---
title: "Open a quote from Sidekick"
description: "Ask Shopify Sidekick to open a quote or prepare a proposal at a discount. What to ask, what comes back, and where Sidekick stops and hands over to you."
url: "https://www.quotway.com/docs/integrations/open-a-quote-from-sidekick"
type: "documentation"
category: "integrations"
updated: "2026-08-31"
locale: "en"
source: "QuotWay - B2B Quote & Negotiation App for Shopify"
---

# Open a quote from Sidekick

Sidekick could already answer questions about your quotes. Now every quote it
names is a link: one click opens that quote in QuotWay, so you never copy a
reference number from an answer into a search box.

### Prerequisites

- **QuotWay** installed on the store you're asking from (any plan, including Lite).
- **Sidekick** available in your Shopify admin (free on every Shopify plan).

Nothing to switch on.

## Open a quote

1. Open Sidekick from any page in your Shopify admin.
2. Ask about your quotes, for example:
   - "Show me my open quotes"
   - "Which quotes are waiting for approval?"
   - "What's the status of QW-1042?"
   - "Show open quotes over $5,000"
3. Sidekick answers with a table: the quote reference, the buyer, the status and
   the total, plus a short read on which quotes are most valuable or furthest
   along.
4. Click any quote reference. QuotWay opens that quote, loaded and ready.

## Prepare a proposal

With a quote open, ask Sidekick to set up the terms:

- "Prepare a proposal at 10% off"

QuotWay's proposal editor opens with the discount already applied, and then waits.
You review the line prices, adjust anything you want, and press **Send proposal**
when you're ready.

Two things to know:

- **Whole-quote terms only.** Sidekick stages the discount, the expiry and a
  covering message. It never touches an individual line price - that stays your
  decision on every line.
- **Your approval rules still run.** A discount Sidekick prepares goes through
  exactly the same [approval policies](/docs/approvals/approval-workflows) as one
  you set yourself. In testing, a 10% discount tripped a "discounts over 10%"
  approval chain and the editor said so before anything could be sent.

## Start a quote

Ask Sidekick to create a quote for a buyer's email address:

- "Create a quote for buyer@example.com"

QuotWay's new-quote form opens with the buyer email already filled in. Add your
products, set your prices, and send it as usual.

## What Sidekick will not do

Sidekick **reads** your quotes, **navigates** you to them, and **prepares** work
for you to review. It does not:

- send a proposal, quote or message to a buyer
- set an individual line price
- convert a quote into a draft order
- approve anything, or skip an approval step

Those stay actions you take in QuotWay, with the same confirmation steps as
before. The rule that keeps it straight: **Sidekick prepares, you commit.** If
something would still have happened while you were asleep, Sidekick did not do
it.

## Good to know

- **On every plan.** Opening and starting quotes is not gated. Some *answers*
  still reflect the features your plan includes - ask about approval workflows on
  a plan without approvals and there is nothing to report.
- **Your permissions apply.** Answers respect each staff member's QuotWay role.
- **One store at a time.** Sidekick only reaches apps installed on the store
  you're asking from. If nothing comes back, check QuotWay is installed there.
- **How this became possible.** Sidekick apps plug in through a fixed vocabulary
  of intent types, and none covered a quote. QuotWay proposed one; Shopify added
  `application/quote` to the platform in August 2026 for the whole ecosystem, and
  QuotWay was first to ship on it.

## Troubleshooting

**The answer has no clickable references.** Check that QuotWay is installed on
the store you're asking from, and that your question was about quotes rather than
about orders or products.

**Nothing comes back at all.** Ask a narrower question naming what you want -
"show my open quotes" rather than "how is business" - so Sidekick knows to reach
for QuotWay.

**A question about a feature returns nothing.** Answers reflect your plan. If you
ask about approvals or per-company analytics on a plan that doesn't include them,
there is no data to report - see [plans](/pricing).