Plan: Enterprise

Request a Quote lets your wholesale buyers ask for custom pricing on bulk orders without leaving your store. Buyers send a quote request from a product page or from your wholesale order form. You review it in the app, set your price, and send the quote. The buyer then receives a draft order by email so they can check out at your price.

Before you start

• Request a Quote is available on the Enterprise plan of WSH Order Form & ReOrder app.
• To show the quote button inside the order form, the wholesale order form must already be added to your store.
• To show the quote button on product pages, your theme must support app blocks (Online Store 2.0 themes).

How Request a Quote works

1. A buyer clicks Request a quote on a product page or in the order form.
2. They enter the quantity, an optional requested price, their name, email and a comment, then click Send request.
3. The request appears on the Quotes page in the app. You can also get an email alert for each new request.
4. You review the request, set your price for each product, and click Send quote.
5. The buyer automatically receives a draft order by email and can check out from it at your price.

Step 1: Open the Quotes page

In your Shopify admin, go to Apps > WSH Order Form > Quotes. Click Show instructions at the top of the page to see the setup options inside the app.

Step 2: Choose where buyers can request quotes

You can add the quote button to your product pages, to your order form, or both.

Option 1: Add a button to product pages

This adds a Request a quote button with a short form to your product pages using a theme app block. Buyers request a quote for one product at a time.

1. On the Quotes page, click Add to product page. Your theme editor opens on the product template with the Request a quote block already added.
2. Drag the block to where you want it, for example under the Buy buttons.
3. Optional: in the block settings, change the button text and colors, or turn the variant selector off.
4. Click Save in the theme editor.

Option 2: Add a column to the order form

This adds a Request a quote button to every product in your wholesale order form. Buyers can add several products and send them in one quote request.

1. On the Quotes page, click Open order form settings. This opens Customize on the Home page.
2. Under Columns, switch on Request quote and drag it to where you want it.
3. Optional: under Labels and Messages, edit the texts in the Request quote section, for example to translate them.
4. Save your changes.

Step 3: Configure quote settings

Scroll to Quote settings on the Quotes page.

Who can request quotes

• Everyone: any visitor can send a quote request.
• Only logged-in customers: visitors who are not logged in see a "Log in to request a quote" button instead of the quote form, on product pages and in the order form.

Choose Only logged-in customers if you only want to receive requests from approved wholesale accounts.

Email notifications

1. Check Email me when a new quote request arrives.
2. In Send notifications to, enter the email address that should receive alerts.
3. Click Save in the bar at the top of the page.

The notification email includes the customer's details, their message and the requested products. You can reply to it to answer the customer directly.

What your buyers see

When a buyer clicks Request a quote, a form opens with these fields:

In the order form, every product added to the quote is listed at the top of the form, and the buyer can click Remove to take one out. After sending, the buyer sees a note that the store will reply by email with prices.

Step 4: Manage quote requests

All requests are listed on the Quotes page. Use the tabs to filter by status, or search by customer name or email.

Quote statuses

Review and send a quote

1. Click a request in the list to open it.
2. Review each product. The table shows the List price, the buyer's requested Price and the Quantity. Quantities come from the buyer's request and cannot be edited.
3. In Your price, enter the price you want to offer for each product. It starts at the buyer's requested price, and the discount off list is shown under the field.
4. Check the totals: List total, Discount and Quote total update as you change prices.
5. Optional: add an Internal note. Only you can see it, the buyer never does.
6. Click Send quote.

The quote status changes to Sent automatically. A draft order is created in Shopify, and the buyer receives it by email at your prices so they can complete checkout. You can find the draft order under Orders > Drafts in your Shopify admin.

The Customer card on the right shows the buyer's name, email and where the request was sent from.

Customize the email your buyer receives

The buyer receives Shopify's standard draft order invoice email. To change its wording or design, go to Settings > Notifications in your Shopify admin and edit the Draft order invoice template.

Change a quote's status

Use the Status dropdown on the quote page to move a quote between New, In review, Sent and Closed. For example, set it to In review while you check stock, or to Closed if you decide not to offer a price.

Status changes are for your own tracking. Setting a quote to Closed does not notify the buyer, so reply to them directly if you want to let them know.

FAQ

Which plan includes Request a Quote?

Request a Quote is available on the Enterprise plan of WSH Order Form.

Can I use both the product page button and the order form column?

Yes. You can use one option or both. The Source column on the Quotes page shows where each request came from.

Can a buyer request a quote for several products at once?

Yes, from the order form. The product page button sends a request for one product.

I'm not receiving quote notification emails.

Check that Email me when a new quote request arrives is checked, that the Send notifications to address is correct, and that you clicked Save. Also check your spam folder.

Visitors see "Log in to request a quote" instead of the form.

Who can request quotes is set to Only logged-in customers. Switch it to Everyone if you want all visitors to see the form.

How do I change the button text or translate the form?

For product pages, edit the block settings in the theme editor. For the order form, go to Customize > Labels and Messages and edit the Request quote section.

Can I offer a different price than the buyer requested?

Yes. Open the quote and change Your price for any product before you click Send quote.

How do I decline a quote?

Open the quote and set its Status to Closed. You can add an Internal note to record why. The buyer is not notified, so email them yourself if you want to let them know.

Can I change the quantity before sending a quote?

No. Only Your price can be edited. If the buyer wants a different quantity, ask them to send a new quote request.

Where can I find the draft order after sending a quote?

In your Shopify admin under Orders > Drafts.

Can I change the email my buyer receives?

Yes. Buyers receive Shopify's standard draft order invoice. Edit it under Settings > Notifications > Draft order invoice.

How does the buyer pay for a quote?

After you click Send quote, the buyer receives a draft order by email and checks out from it at your price.