Quotewell: B2B Quote Requests — help

Set up

  1. Online Store → Customize → App embeds → turn on Quote cart.
  2. Add the Request a quote block to the product template.
  3. Requests arrive in Quotewell → Quotes.

Pricing a quote

A new request opens with the buyer's items at today's prices. Change any price or quantity, add custom lines, a % or fixed discount, a valid-until date and notes. Download PDF gives a printable quote.

Sending it

Create draft order & send invoice makes a Shopify draft order with your quoted prices (inventory reserved until the valid-until date) and Shopify emails the buyer the invoice with a checkout link. When they pay, the quote is marked Accepted.

Statuses

New → Quoted (priced or sent) → Accepted (paid) or Expired (past valid-until). You can set a status by hand.

Contact

support@dixonappstudio.com — Privacy policy