Running a B2B business on Shopify platform can be a bit of a challenge. Unlike regular customers, your business buyers normally want special pricing, multiple units or products, customized products, and whatever other special needs. These buyers do not always want to just click “Buy Now” and pay; they want to discuss details and negotiate.
That is why the Shopify Quotation App comes in very handy! Instead of forcing your customers to place an order right away, this app allows them to send a quote request to you, which allows you to still provide a promoted price or, at the very least, take the opportunity to understand their needs before they buy!
In this article, you will learn about what the Request a Quote app is, why it is the appropriate app for B2B stores, and how to use it smartly to improve your conversions and grow your business.
How does the Shopify Request a Quote App work?
The Shopify Quotation App helps you build a customizable purchasing experience for your customers. Rather than having fixed prices with an “Add to Cart” button, you can simply replace that button with a “Request a Quote” button on specific products or on all products in your store.
When a visitor clicks it, they are taken to an easy-to-use form where they can indicate what they need, like quantity, customizations, or delivery timeframe. When they submit the request, you receive the quote request in your store dashboard or through email. You can respond with a personalized offer or even an outreach to start a dialogue to learn more.
This is especially helpful for wholesale customers, made-to-order products, or high-ticket items, where they may want more information before deciding to purchase. Like Shopify Apps, the Addify Apps also offers smart features that make managing B2B orders simpler and faster.
Key Benefits of Using the Shopify Request a Quote App
This is how this app helps your store and why it is good for any B2B seller:
1. Custom Pricing for Every Buyer
Not all B2B buyers are the same. Some tell you they need 50 pieces, while others tell you they need 500. Some tell you that they need it fast, while others want a custom logo printed and need a week. With this app, you can offer pricing based on each request rather than standardized pricing.
This flexibility is useful for getting more leads and closing deals because buyers feel like they are getting pricing made for them.
2. Creates Trust with Open Communication
When someone submits a request for a quote, this opens opportunities for effective communication on their needs, which means you can answer questions and guide them through your recommendations.
Trust is built through this communication. It shows you’re not just selling a product – you’re providing a solution, which makes buyers feel more secure doing business with you.
3. Makes Bulk Ordering Less Complex
B2B customers, in general, purchase in bulk. However, standard Shopify eCommerce stores are built for one-unit purchases, whereas this app eliminates confusion for buyers when submitting requests for large or complicated orders.
This creates a smooth process for your customers and a simpler system for you when managing large orders.
4. Converts Interested Visitors into Leads
It goes without saying that not everyone who visits your store is ready to buy. But if they see a “Request a Quote” button on your site, they might still reach out to you. This allows you to capture all leads who might have simply left your site.
Now, you’ll have their personal information, and when the time is right, you may be able to persuade them to purchase your products or services with a custom offer or follow-up.
5. Makes Your Store Look More Professional
When you have a Request A Quote system in place, it shows that you acknowledge the complexities and needs of business clients and that you are prepared to invest the time and personal attention into providing a specialized service.
This type of system helps differentiate your store from typical online stores, and it allows your potential customers to have a degree of confidence in you and your brand.
5 Best Tips to Maximize Conversions Using Request a Quote
1. Make Sure “Request a Quote” Button is Visible or Clickable
To gain more quote requests, you have to make the “Request a Quote” button visible. If it’s somewhere obscure or it’s bland, just like people miss details on product pages, if customers may miss your “Request a Quote” button.
Consider placing the button near or instead of the “Add to Cart” button, especially for bulk or B2B products. You can also consider putting a “Request a Quote” button on collection pages, banners, or the quick view pop-up. The displayed text matters, too!
Use clear, the action-driven text like “Get Business Pricing” and “Request Special Offer.”
A button that is visible in a good location and has attractive text will immediately signal to buyers that custom deals are available, and you’ll get more quotes!
2. Create a Smart Quote Form That Asks the Right Questions
The quote form is your means to acquire another buyer’s important information. A simple form requesting just name, email, and message is often not enough, and too many questions can scare buyers off. To maximize your quote form’s effectiveness, create a balanced form asking essential info like (only as a suggestion):
- Product name (often auto-filled from product page during quote)
- Quantity required
- Preferred delivery date
- Customizing needs (logos, colors, etc.)
- Company name (optional but helpful)
- Budget range or budget expectations.
Completing these fields will allow you to provide accurate and customized proposals as well as show buyers you are there to help your potential client and not just provide them with a price. Keep the form clean, simple, and thoughtful.
3. Respond Quickly with a Friendly and Helpful Message
If someone has submitted a quote request, time is of the essence. In B2B, buyers often submit quotes to multiple vendors at the same time, and the seller that responds first with clarity and professionalism usually gets the business.
Make sure your system sends a confirmation email instantly that acknowledges their request and thanks them for it. After that, try to ensure you send them a personal response, ideally within a few hours. This response should not just include the price; it should include a friendly and helpful message that addresses the needs in their quote request.
Timely, courteous, and informative responses will help establish trust. They will convey to the buyer that you are mindful of their time, you understand their request, and you’re ready to help, which increases the chances they will choose to do business with you.
4. Offer Clear Discounts and Show the Value of Your Offer
Rather than simply sending a price, justify the value of your quote. B2B buyers are not only looking for the cheapest opportunity; they are looking for value. When sending a quote, mention all the extras like a bulk discount, free shipping, and value-adds.
In addition, it’s important to break down the price so buyers can clearly see what they are receiving when they buy from you. This creates a more compelling offer and increases your chances of a sale.
5. Use Automated Follow-Ups to Turn Interest into Orders
Not every quote turns into an order right away; some businesses simply need more time with approvals, budget allocations, etc. A light follow-up will keep you top of mind as well. The way to follow up is simple:
- Send a follow-up reminder **2–3 days** after the quote
- Recap exactly what you quoted
- Offer to help or jump on a quick call
- Add a limited-time bonus if feasible
You can set these up automatically by using some Shopify apps or through Klaviyo or other similar platforms. Sometimes, all it takes is a well-timed email.
Conclusion
The Shopify Request a Quote app is a smart choice for any B2B store. It creates opportunities for personalized, targeted offers and connects you directly with buyers for opportunities to facilitate bulk or volume orders. Following a few simple tips, like placing the quote button strategically, asking the necessary questions, and following up, can help you convert even more website visitors into customers (buyers) seamlessly. It is a simple way to increase trust and growth.
