Get the Most from the Shopify Quotation App: Best Practices Guide

For many Shopify store owners, especially those selling custom, bulk, or B2B products, the standard “add to cart” model often isn’t enough. Customers want flexibility, negotiations, and tailored pricing — and that’s exactly what the Shopify Quotation App delivers. But installing the app is just the first step. To truly maximize its potential, merchants need to follow best practices that turn quote requests into confirmed sales.

Here’s a best practices guide to help you get the most from the Shopify Quotation App.

Understand the Value of Quote Requests

The Shopify Quotation App allows you to hide prices and let customers submit requests for personalized quotes. This is crucial when dealing with large orders, special projects, or price-sensitive B2B buyers. It creates a more flexible and customer-friendly experience, which can lead to higher conversion rates, stronger customer relationships, and bigger order values.

But to fully benefit, you need to approach quote management strategically.

Best Practice 1: Build a Smart Quotation Form

Your quotation form is where the sales conversation begins. Avoid generic or minimal forms — instead, customize it to collect detailed and relevant information.

Include fields for:

• Quantity

• Product specifications

• Customization details

• Delivery requirements

• Budget range

You can also allow customers to upload files (like blueprints, designs, or photos) to clarify their requests. A well-built form reduces the need for back-and-forth emails and helps you respond with accurate, competitive quotes.

Best Practice 2: Respond Quickly and Professionally

Timing is everything in sales. Once you receive a quote request, aim to respond as soon as possible — ideally within 24 hours. Use the app’s automated notifications to acknowledge receipt, and follow up with a personalized message or quote.

Speed not only improves the customer experience but also increases your chances of closing the deal before the customer moves on to a competitor.

Best Practice 3: Personalize Your Offers

Every quote is an opportunity to win customer loyalty. Go beyond a simple price — customize your response by addressing the customer’s specific needs, suggesting complementary products, or offering volume discounts.

For example, if a customer requests a quote on 500 units, propose a slightly lower price or bundle in a free add-on. Personalized offers make customers feel valued and can increase your average order value.

Best Practice 4: Track, Manage, and Follow Up

The Shopify Quotation App provides a backend system where you can track quote requests, monitor their status, and manage negotiations. Make it a habit to review your quote pipeline regularly. Identify pending quotes, send polite follow-up emails, and remind customers of deadlines or expiring offers.

A proactive follow-up strategy can dramatically boost your close rates.

Best Practice 5: Integrate with Your Sales Tools

To maximize efficiency, connect the Shopify Quotation App with your CRM, email marketing platform, or inventory management system. This integration ensures your team has full visibility into customer activity, stock levels, and marketing campaigns, helping you provide a seamless sales experience.

Final Thoughts

The Shopify Quotation App by Addify apps is a powerful tool for merchants selling complex or large-scale products, but its true value comes from using it strategically. By building smart forms, responding quickly, personalizing offers, tracking progress, and integrating your tools, you can transform your quoting process into a profit-driving machine.

Start applying these best practices today and watch your Shopify store thrive with higher-value sales and happier customers.