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.
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.
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
- In your Shopify admin, click the Sidekick icon (usually top right).
- 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.
- Click any quote reference in the answer to open that quote in QuotWay.
- 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/quoteintent 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.
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