Automation rules for Shopify quotes · Professional+
Let routine quotes handle themselves - by rules you set
QuotWay automation rules act on conditions you define - quote value, customer tag, product, and more - to auto-accept, price, assign, decline, and follow up on routine quotes. Your team spends its time on the deals that need a human. Available on Professional and Enterprise.
Professional+
Professional+
- 1
When - pick the trigger that starts the rule, like a new quote request arriving.
- 2
If - set the conditions you define. Nothing fires unless they match; there’s no AI deciding for you.
- 3
Then - choose the action: auto-accept (within your floor price), auto-price, auto-assign, auto-decline, or follow up.
- 4
Deterministic by design - every automated action is logged, and one switch pauses all rules at once.
Let routine quotes handle themselves
Most B2B quotes are routine - a known buyer, a familiar product, a discount well within your limits. QuotWay automation rules handle those for you, so your team’s attention goes to the deals that actually need negotiating. A rule watches for the conditions you set and takes the action you chose, every time.
- You define every condition - rules trigger on facts from the quote (value, customer tag, products, and more). There’s no guesswork and no model deciding for you
- Routine in, attention freed - the everyday quotes resolve on their own; the exceptions land in your inbox with a human in the loop
- You stay in control - a global kill switch pauses all automation instantly, and every automated action is recorded in the quote’s event log
When → If → Then rules
Every automation rule follows the same plain shape - When something happens, If your conditions are true, Then take an action. You read a rule the way you’d say it out loud. Because the rule only acts when your conditions match, it’s predictable and auditable - deterministic automation, not a model deciding for you.
- When - the trigger that starts the rule (a new quote request arrives, or a buyer accepts a proposal)
- If - the conditions that must be true for the rule to act: quote value, customer tag, the products on the quote, and similar facts QuotWay already knows
- Then - the action QuotWay takes: auto-accept, auto-price, auto-assign, auto-decline, or send a follow-up
Auto-accept, auto-price, auto-assign, auto-decline
QuotWay gives you four core actions, each gated by the conditions you set, so the routine parts of a quote move without you. Each action runs only when its If conditions match - a quote that doesn’t match a rule simply flows to your inbox as normal.
- Auto-accept - accept a quote automatically when it’s already within your limits; pair it with your price floor (a maximum % below catalog, set per rule or shop-wide in Settings) so a below-floor request always waits for a human instead of closing automatically
- Auto-price - apply your pricing to a matching quote automatically, so a familiar request comes back priced the way you’d have priced it by hand
- Auto-assign - route a quote to the right person on your team based on your conditions, so it lands with an owner the moment it arrives
- Auto-decline - politely turn down quotes that don’t fit, such as requests outside a region, below a quantity threshold, or outside any condition you set
Deposits (Shopify Plus stores)
On Shopify Plus stores, an auto-send rule can also require a deposit on the outgoing proposal - for example, “quotes over $10,000 auto-send with a 50% checkout deposit” - from a ready-made template. Available on Shopify Plus stores, from the Professional plan.
Automatic follow-ups and expiry reminders
Deals slip when a quote sits unanswered. QuotWay can follow up for you and time-box every proposal, so a quiet buyer doesn’t become a lost one. Follow-ups and reminders are part of the same rules engine, and every send is logged with the quote.
- Automatic follow-ups - when a quote is awaiting a response from the buyer, QuotWay can send a follow-up on the schedule you set, so the deal stays warm without your team chasing it by email
- Auto-expiry with reminders - a proposal can carry an expiry date, with reminders before it lapses, so buyers get a nudge while the offer still stands and stale quotes close out cleanly
A kill switch you control
Automation should never run away from you. A single global kill switch pauses every automation rule at once - useful during a price change, a busy season, or any time you want a human on every quote.
- One toggle, all rules - turning automation off stops auto-accept, auto-price, auto-assign, auto-decline, follow-ups, and reminders together, instantly
- Nothing is lost - quotes that would have been automated simply wait in your inbox for you to handle by hand until you switch automation back on
- Full audit trail - every automated action is written to the quote’s append-only event log, so you can always see which rule acted, on which quote, and when
Build a rule in three plain steps
Every automated action is recorded in the quote’s append-only event log, so you can always see which rule acted and when - and you can pause all of it with the kill switch.
- 1
Choose When
Pick the trigger that starts the rule - for example, a new quote request arriving.
- 2
Set the If conditions
Narrow the rule to the quotes you mean: a quote value below a threshold, a specific customer tag, particular products. Combine conditions to keep it precise.
- 3
Pick the Then action
Choose what QuotWay does - auto-accept within your price floor, auto-assign to a teammate, auto-decline, or send a follow-up. Each pricing action carries its own guardrails: a safety cap on the total, and a price floor (max % below catalog) that makes a below-floor quote skip the rule and wait for a human - auto-send can optionally counter at exactly the floor price instead. Save it, and the rule runs on every matching quote from then on.
Keep exploring
Questions, answered
Does QuotWay use AI to price or negotiate quotes?
No. QuotWay automation is rule-based and deterministic: it acts only on conditions you set - quote value, customer tag, products, and similar facts - and takes the action you chose. It does not use AI to set prices, predict outcomes, or negotiate on its own. You stay in control, and a global kill switch pauses every rule at once.
Which plan includes automation rules?
Automation rules are available on Professional ($79/mo) and Enterprise ($199/mo). The Lite (free) and Starter ($29/mo) plans do not include automation. Every paid plan includes a 14-day free trial, and annual billing saves 20%.
What can an automation rule do?
A rule follows a When → If → Then shape: when something happens, if your conditions are true, then QuotWay takes an action. Actions include auto-accept (within your price floor), auto-price, auto-assign to a staff member, auto-decline, automatic follow-ups on quotes awaiting a buyer, and auto-expiry with reminders. Conditions include quote value, discount depth (including the deepest single-line discount vs catalog), customer tags, products, and more.
Can I turn automation off?
Yes. A global kill switch pauses every automation rule instantly - auto-accept, auto-price, auto-assign, auto-decline, follow-ups, and reminders all stop together. Quotes that would have been automated simply wait in your inbox for you to handle by hand until you switch automation back on.
Will a rule ever accept a quote below my price?
No. Auto-accept checks every line against your price floor - a maximum % below catalog you set on the rule or shop-wide in Settings - and a below-floor request skips the rule and waits in your inbox for a human. The skip is logged in the rule’s activity, so you can always see why a quote wasn’t automated. Quotes that fall outside your conditions flow to your inbox the same way.
Put your routine quotes on autopilot
Add QuotWay for free, then turn on automation on Professional to auto-accept, assign, decline, and follow up on the routine quotes - so your team works the deals that matter.
Free Lite plan · 14-day trial on paid plans · Works with Shopify Plus