Quote analytics & conversion tracking - for Shopify B2B
See your quoting numbers - pipeline, conversion, and response time
QuotWay tracks the numbers that decide whether a B2B quote closes: open pipeline value, quote-to-order conversion, and how fast your team responds. Every plan gets the dashboard KPIs and a 7-day analytics view; Professional adds date ranges and CSV export. No spreadsheet to maintain.
- 1
Three KPIs from your first quote - open pipeline value, quote-to-order conversion, and response time. On every plan.
- 2
A conversion funnel shows where deals stall - from request all the way to a Shopify order.
- 3
A 7-day view on every plan; 30 / 90 / custom date ranges and CSV export on Professional+.
- 4
Quote in several currencies? Mixed-currency quotes roll up to your base currency - one number you can trust.
Pipeline value, conversion, and response time - on every plan
Every QuotWay plan, including the free Lite plan, shows three dashboard KPIs the moment you start quoting. These are the numbers that tell you whether your B2B sales are healthy - without exporting anything.
- Pipeline value - the total value of open quotes, so you know what’s on the table right now
- Quote-to-order conversion - the percentage of quotes that converted to a Shopify draft order
- Average response time - how quickly your team turns a request into a proposal, the metric most tied to whether a B2B deal closes
- All three on every plan - the KPIs sit on the QuotWay dashboard from your first quote, on Lite through Enterprise
Trends, status breakdowns, and where deals get stuck
The QuotWay analytics page turns raw quote activity into a picture you can act on. A 7-day view of all of this is available on every plan - so even on the free Lite plan you can see where your quoting is working and where it isn’t.
- Conversion funnel - see how many requests become proposals, then accepted quotes, then orders
- Volume and value trends - track how many quotes you’re handling and what they’re worth over time
- Status breakdown - how many quotes are awaiting a response, in negotiation, accepted, or expired
- Top products - which products buyers request quotes for most
- Bottlenecks - surface the stages where quotes stall, so you can unblock them
- A 7-day view on every plan - the analytics page opens to a rolling 7-day window for Lite and up
Professional+
Date ranges and CSV export
On Professional and Enterprise, you can move beyond the 7-day window: choose a 30-day, 90-day, or custom date range, and export any view to CSV to share with your team or drop into your own reporting. The 7-day analytics view stays available on every plan.
- 30, 90, or custom date ranges - analyze a quarter, a campaign, or any window you choose
- CSV export - download conversion, volume, and value data to share or report on elsewhere
- The 7-day view stays free - every plan keeps the rolling 7-day analytics view; ranges and CSV are what you add on Professional+
Starter+
A live activity feed of what’s happening
On Starter and above, an activity feed gives you a running, real-time log of quote activity - new requests, counter-offers, acceptances, and conversions - so the team can see what just happened without opening every quote.
- A running timeline of new requests, counter-offers, acceptances, declines, and conversions
- Team-wide visibility - see what’s moving across all quotes at a glance
- Starter and up - the activity feed is included from the Starter plan onward (Lite gets the dashboard KPIs and 7-day analytics view)
What each plan includes
The dashboard KPIs and a 7-day analytics view are on every plan; ranges, CSV export, and the activity feed are the upgrades.
| Capability | Lite | Starter | Professional | Enterprise |
|---|---|---|---|---|
| Dashboard KPIs (pipeline value, conversion, response time) | Yes | Yes | Yes | Yes |
| Analytics page (funnel, trends, status, top products, bottlenecks) - 7-day view | Yes | Yes | Yes | Yes |
| Activity feed | - | Yes | Yes | Yes |
| Date ranges (30 / 90 / custom) | - | - | Yes | Yes |
| CSV export | - | - | Yes | Yes |
Quoting international buyers? QuotWay rolls mixed-currency quotes up to your store’s base currency, so pipeline value and conversion are one number you can trust - even when quotes span several currencies. The exchange rate is locked at quote time, so totals don’t drift.
Keep exploring
Questions, answered
What analytics does QuotWay include?
QuotWay includes a dashboard with three KPIs - open pipeline value, quote-to-order conversion, and average response time - plus an analytics page with a conversion funnel, volume and value trends, a status breakdown, top quoted products, and bottleneck visibility. The dashboard KPIs and a 7-day analytics view are on every plan, including the free Lite plan.
Are quote analytics free on QuotWay?
Yes. The dashboard KPIs and a rolling 7-day analytics view are available on every plan, including the free Lite plan. Date ranges (30, 90, or custom) and CSV export are on Professional ($79/mo) and Enterprise ($199/mo); the activity feed is on Starter ($29/mo) and above.
Can I export my quote data to CSV?
Yes, on Professional and Enterprise. You can choose a 30-day, 90-day, or custom date range and export any analytics view to CSV to share with your team or use in your own reporting. CSV export is not available on Lite or Starter, and QuotWay does not connect to external BI or CRM tools.
How does QuotWay report on quotes in different currencies?
QuotWay rolls mixed-currency quotes up to your store’s base currency, so pipeline value and quote-to-order conversion are reported as a single, comparable number. The exchange rate is captured at quote time, so totals don’t drift mid-negotiation.
Start measuring your quoting today
Install QuotWay free and see your pipeline, conversion, and response time from your first quote. Add date ranges and CSV export on Professional when your team is ready to report.
Free Lite plan · 14-day trial on paid plans · Works with Shopify Plus