Works with Shopify Sidekick · Every plan
Ask Shopify Sidekick about your quotes
QuotWay plugs into Shopify Sidekick, the AI assistant built into your Shopify admin. Ask about your quotes in plain language and Sidekick answers straight from QuotWay - a quote’s status, your pipeline, what’s waiting on approval, and your top B2B accounts - without opening the app or digging through pages. It’s read-only and approval-safe, and it’s on every QuotWay plan.
On every plan · Read-only
Example: in Shopify Sidekick you ask “which quotes are waiting for approval?” and QuotWay answers with a read-only list of your matching quotes - here, QW-1042 (Acme Distribution, $12,400.00) and QW-1088 (Globex Wholesale, $4,860.00), both awaiting approval. You review and approve in QuotWay.
Ask about your quotes in plain language
Shopify Sidekick is Shopify’s built-in AI assistant - you chat with it from any page in your admin. Once QuotWay is installed, Sidekick can answer questions about your quotes in your own words, so you get the number you need in seconds instead of navigating menus.
- “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 quote pipeline?”
- “Which companies quote the most?”
Sidekick picks the right QuotWay tool for your question and reads the answer back - no commands or syntax to learn.
What Sidekick can answer from QuotWay
QuotWay exposes a focused set of read-only tools to Sidekick, grouped by what merchants actually ask. Every answer respects your staff permissions and only ever covers your own store.
| Ask about… | Sidekick can tell you |
|---|---|
| A specific quote | Status, total, buyer, company, the recommended next step, and the line items (product, quantity, negotiated price, discount) |
| Finding quotes | Search and filter by status, buyer, company, amount, or date - including “open”, “awaiting approval”, “accepted”, “declined” |
| What needs attention | Quotes expiring soon, quotes with a bounced buyer email, and proposals sent with no response |
| Approvals | Which quotes are waiting on an approval decision, merchant-side or buyer-side |
| Pipeline & performance | Quotes created, conversion rate, win rate, open pipeline value, and average cycle time for a period |
| Products & customers | Your most-quoted products and your top customers by quoted value |
| B2B companies | Top companies and company locations by quote value, and a summary for any company (Enterprise + B2B-capable) |
| Your setup | Where the quote button shows, your automation rules, your approval policies, and your quote-form fields |
The integration is on every plan. Some answers reflect features tied to your plan - for example, per-company analytics is an Enterprise, B2B-capable feature.
Read-only and approval-safe
The QuotWay Sidekick integration only reads your data. Sidekick can look things up and summarize them; it never creates, edits, sends, converts, or deletes a quote on its own.
- Nothing changes without you - Sidekick surfaces answers and points you to the quote; you take any action yourself in QuotWay, where your normal rules and approvals apply
- Your permissions apply - answers respect each staff member’s QuotWay role, so a view-only teammate can’t surface data they couldn’t already see
- Only what you asked - tools return the specific quote data requested; no payment-card data, no secrets
Read-only
QuotWay’s Sidekick tools are read-only and scoped to your store and your staff permissions.
Why it helps
For a B2B or wholesale team living in the Shopify admin, the value is speed and context - the answer where you already are.
Answers where you already are
Get the quote number, pipeline figure, or approval status inside the Sidekick chat, without leaving the page you’re on.
No dashboards to hunt through
“What’s my conversion rate this month?” beats clicking into Analytics, choosing a range, and reading a chart.
Faster follow-up
Ask “what quotes need my attention?” first thing and work the list.
Great for teams
Anyone on your team can ask in plain language - no training on where things live.
Start asking in three steps
You need QuotWay installed and Sidekick open - that’s the whole setup, no configuration or code.
- 1
Install QuotWay
Add QuotWay to your store - free Lite plan, with a 14-day trial on paid plans.
Install QuotWay on Shopify - 2
Open Sidekick
Click the Sidekick icon in your Shopify admin (top bar). Sidekick is free and built into Shopify.
- 3
Ask about your quotes
Try “which quotes are waiting for approval?” or “what’s my quote conversion rate this month?” - Sidekick answers from QuotWay.
Keep exploring
Questions, answered
Does QuotWay work with Shopify Sidekick?
Yes. QuotWay works with Shopify Sidekick, the AI assistant built into the Shopify admin. Ask Sidekick about your quotes in plain language and it answers straight from QuotWay - a quote’s status and next step, open quotes by amount or company, quotes waiting on approval, pipeline metrics, top products and customers, and B2B company insights. It’s read-only and available on every QuotWay plan.
What can I ask Sidekick about my QuotWay quotes?
You can ask for a specific quote’s status and line items, search and filter your quotes, see quotes that need attention or are waiting on approval, get pipeline KPIs (conversion rate, win rate, open pipeline value), find your top-quoted products and customers, and - on Enterprise with a B2B-capable store - see per-company and per-location quoting insights.
Do I need a special plan for the Sidekick integration?
No. The Sidekick integration is included on every QuotWay plan, and Sidekick 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.
Can Sidekick change or send my quotes?
No. The integration is read-only. Sidekick can look up and summarize your quotes but never creates, edits, sends, converts, or deletes a quote on its own - you take any action yourself in QuotWay, where your normal approvals and rules apply.
Is my quote data safe with Sidekick?
Yes. QuotWay’s Sidekick tools are read-only, scoped to your store, and respect each staff member’s QuotWay permissions. They return only the data you asked for - no payment-card data or secrets.
Ask Sidekick about your quotes
Add QuotWay free, open Sidekick in your Shopify admin, and ask about your quotes, pipeline, and approvals in plain language - answered straight from QuotWay, on every plan.
Free Lite plan · 14-day trial on paid plans · Works with Shopify Plus