---
title: "Shopify Sidekick integration"
description: "Ask Shopify Sidekick about your quotes and QuotWay answers from your admin - status, pipeline, approvals, B2B insights - and open any quote in one click. Every plan."
url: "https://www.quotway.com/docs/integrations/shopify-sidekick"
type: "documentation"
category: "integrations"
updated: "2026-08-31"
locale: "en"
source: "QuotWay - B2B Quote & Negotiation App for Shopify"
---

# 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](../billing/plans-trial-and-billing.md).

## 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.

Sidekick reads your quotes and takes you to them. Every quote it names in an
answer is clickable, and one click opens that quote in QuotWay - see
[Open a quote from Sidekick](/docs/integrations/open-a-quote-from-sidekick).

Sidekick can also **prepare** work for you - asking it for a proposal at a discount
opens the editor with that discount applied, ready for you to review. It does **not**
send anything to a buyer, set an individual line price, or convert a quote on its
own. Those stay actions you take 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. Click any quote reference in the answer to open that quote in QuotWay.
4. To act on the quote, use the normal buttons there (send a proposal, counter,
   convert, decline). Sidekick takes you to the quote; it doesn't take those
   actions for you.

## Good to know
- **Sidekick reads and navigates, never edits.** It answers from your quote data
  and can open a quote for you; it never changes one.
- **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 a quote from Sidekick is live.** Shopify added the `application/quote`
  intent type in August 2026 - the platform capability we had requested - and
  QuotWay was the first app to ship on it. Every quote reference in an answer is
  now a link. Staging a proposal or a counter-offer from Sidekick is **not**
  available: those remain actions you take in QuotWay.