Shopify Sidekick integration

Read time: 5 minutes. Who it's for: Merchants and sales teams who want quote answers inside the Shopify admin without navigating around the app.

ℹ️ The Shopify Sidekick integration is included on every QuotWay plan. Sidekick itself is free on every Shopify plan. Some answers reflect features tied to your plan — for example, per-company analytics is an Enterprise, B2B-capable feature. See Plans, trial, and billing.

What you can do

Shopify Sidekick is Shopify's built-in AI assistant — you chat with it from any page in your admin. With QuotWay installed, Sidekick can answer questions about your quotes in plain language, reading straight from QuotWay.

The integration is read-only: Sidekick looks things up and summarizes them. It does not create, edit, send, convert, or open a quote on its own — you take any action yourself in QuotWay, where your normal rules and approvals apply.

Prerequisites

• Have QuotWay installed (any plan).
• Open Sidekick from the icon in your Shopify admin (free, built into Shopify).

What you can ask

Ask about…	Sidekick can tell you
A specific quote	Status, total, buyer, company, next step, and line items (product, quantity, negotiated price, discount)
Finding quotes	Search/filter by status, buyer, company, amount, or date (e.g. "open", "awaiting approval")
Needs attention	Quotes expiring soon, bounced buyer email, or a proposal with no response
Approvals	Quotes waiting on an approval decision (merchant- or buyer-side)
Pipeline & performance	Quotes created, conversion rate, win rate, open pipeline value, average cycle time
Products & customers	Most-quoted products and top customers by quoted value
B2B companies	Top companies and locations by quote value, and a summary for a named company (Enterprise + B2B-capable)
Your setup	Where the quote button shows, your automation rules, approval policies, and quote-form fields

Example questions

• "Which quotes are waiting for approval?"
• "Show my open quotes over $5,000."
• "What's the status of QW-1042, and what's the next step?"
• "What's my quote conversion rate this month?"
• "How much is in my open pipeline?"
• "Which companies quote the most this quarter?"
• "What's in the proposal for QW-1042?"

How to use it

1. In your Shopify admin, click the Sidekick icon (usually top right).
2. Ask about your quotes in plain language — Sidekick picks the right QuotWay tool and reads the answer back, often with the quote's reference so you can find it.
3. To act on a quote, open it in QuotWay and use the normal buttons (send a proposal, counter, convert, decline). Sidekick doesn't take those actions for you.

Good to know

• Read-only and approval-safe. Sidekick never changes your quotes; it only reports what's there.
• Your permissions apply. Answers respect each staff member's QuotWay role — a view-only teammate can't surface data they couldn't already see.
• Only what you asked. Tools return the specific data requested — no payment-card data or secrets.
• Answers reflect your plan. The integration is on every plan; features like per-company analytics require Enterprise with a B2B-capable store.
• Opening/acting from Sidekick is coming. Today Sidekick answers questions (read-only). The ability to open or act on a quote from within Sidekick depends on a Shopify platform capability we've requested; it isn't available yet.