Works with Shopify Sidekick · Every plan
Ask Shopify Sidekick about your quotes - and let it set up the next step
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. Every quote it names is a link, so one click takes you straight to that quote in QuotWay - and with a quote open you can ask for a proposal to be prepared at a discount, ready for you to review and send. Sidekick prepares; you commit. On every QuotWay plan.
On every plan · Sidekick prepares, you send
Example: in Shopify Sidekick you ask “which quotes are waiting for approval?” and QuotWay answers with a list of your matching quotes, each one clickable - 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 tools to Sidekick, grouped by what merchants actually ask. None of them change your data - they look things up. 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.
From an answer to the work, in one step
Before this, a quote in a Sidekick answer was text you read and then went looking for. Now every reference is a link that opens that exact quote - and once you are there, you can ask for the next step to be set up for you. No copying reference numbers, no re-typing terms you just said out loud.
- Ask “show me my open quotes” and you get a table - reference, buyer, status and total - with every reference clickable
- Click one and QuotWay opens that quote, loaded and ready to work on
- With a quote open, ask “prepare a proposal at 10% off” and the proposal editor opens with the discount applied - then waits for you to review the line prices and press Send
- It sets up whole-quote terms only - a discount, an expiry, a covering message. It never touches an individual line price; that stays your call
- Ask “create a quote for buyer@example.com” and the new-quote form opens with the buyer’s email already filled in
- Works on every plan - opening, preparing and starting quotes are not gated, though individual answers still reflect the features your plan includes
Why this took a platform change
Sidekick apps plug in through a fixed vocabulary of intent types, and there was no entry for a quote - for us or for any quoting app on Shopify. We proposed one, and in August 2026 Shopify added `application/quote` to the platform for the whole ecosystem. QuotWay is the first app shipping on it.
Sidekick prepares, you commit
Sidekick reads your quotes, takes you to them, and sets work up for you to review. It never sends anything to a buyer, never sets an individual line price, and never converts a quote into an order - every one of those is still a button you press. If a sentence about this feature would still be true with you asleep, it would be wrong.
- Nothing goes out without you - Sidekick surfaces the answer, opens the quote and can stage the terms; every price, send and conversion is still a decision you confirm in QuotWay
- Your approval policies still run - in our own testing a Sidekick-prepared 10% discount tripped the store’s “discounts over 10%” approval chain before the proposal could be sent. Nothing routes around your rules
- 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
Prepared, not sent
Anything Sidekick stages sits in the QuotWay editor waiting for you, scoped to your store and your staff permissions, and subject to every approval rule you have set.
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.
Continuer la lecture
Vos questions, nos réponses
Can Shopify Sidekick open my quotes?
Yes. With QuotWay installed, ask Sidekick about your quotes and every quote reference in the answer is clickable - one click opens that exact quote in QuotWay, loaded and ready to work on. This works on every QuotWay plan.
Can I create a quote with Shopify Sidekick?
Yes. Ask Sidekick to create a quote for a buyer’s email address and QuotWay’s new-quote form opens with that email already filled in. You add the products and set the prices - Sidekick does not price or send anything itself.
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. Every quote it names is clickable, so one click opens that quote in QuotWay. 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, including the free Lite plan, and Sidekick is free on every Shopify plan. Opening and starting quotes is not gated. Some answers reflect features tied to your plan - for example, per-company analytics is an Enterprise, B2B-capable feature.
Does Sidekick change my quotes?
Not on its own. It can prepare a proposal for you - opening the editor with a discount applied, for example - but it stops there for you to review and send. It never sends anything to a buyer, sets an individual line price, or converts a quote into an order.
Do my approval rules still apply?
Yes. A discount Sidekick prepares goes through exactly the same approval policies as one you set yourself. In our own testing a 10% discount tripped the store’s “discounts over 10%” approval chain before the proposal could be sent.
Is my quote data safe with Sidekick?
Yes. QuotWay’s Sidekick tools only read your data, are 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 in plain language - answered from QuotWay, one click from the quote itself, and with the next step set up for you to review. On every plan.
Forfait Lite gratuit · essai de 14 jours sur les forfaits payants · compatible Shopify Plus