How to add Request a Quote to Shopify (for wholesale)

Short answer: Shopify has no storefront quote form. Natively, you create a draft order with custom prices and send the buyer an invoice link. The buyer cannot start that process. To collect requests on your store, you need a form, a hidden-price setup, or an app such as BTB Quote Form.

What Shopify gives you natively

Shopify B2B is available on Basic, Grow, Advanced and Plus. See what native Shopify B2B includes and BTB vs. Shopify B2B. Its help page doesn’t mention a request-a-quote feature. It lists draft orders as a supporting feature.

Draft orders are a strong quoting tool on the merchant side:

• Create them on behalf of a customer, by phone, email or in person.
• Add custom items and custom prices, including negotiated wholesale rates.
• Send an invoice with a secure checkout link.
• A paid draft order becomes a regular order.

The gap is the front half. There is no buyer-facing request and no inbox. Drafts created on or after April 1, 2025 are deleted after one year of inactivity, so keep your own record of open quotes.

Three ways to collect quote requests

A contact form is free and already in your theme. It breaks down once a buyer wants a quote on ten products. They have to type each one into a message box, and you re-enter them as a draft order.

What a good quote workflow needs

• A quote cart separate from the real cart, so nothing goes to checkout.
• Per-item notes, such as size, custom label or need-by date.
• A reference number the buyer and you can both quote.
• A status so nothing sits unanswered.
• Control over who sees the button.

BTB Quote Form covers each of these. Buyers move through a 3-step wizard: Cart, Info, Review. Each request gets a QR-XXXX reference. In the admin you move it through pending, reviewed, quoted and accepted (plus rejected and expired).

Show the button only to the right buyers

Quote Form targets by all customers, specific customer tags, or lifetime spend. A common rule is the tag wholesale, so only tagged buyers see Request Quote. No Company records are needed.

You choose the page types where the button appears: product, collection, search, home, cart and quick-view.

To keep trade pricing private, pair it with Store Lock. Guests then see no prices, and the quote button gives them a next step. For the options, see how to hide prices on Shopify.

Set it up in BTB

1. Install from the Shopify App Store and start the 7-day free trial. No card is needed at install.
2. Choose placement. Pick the quote-cart icon style (floating, sticky side or header) and the page types for the button.
3. Set the form fields. First name, last name and email are always required. Phone, company, address and message can be required or optional.
4. Set targeting. All customers, tags, or lifetime spend.
5. Test as a buyer. Submit a request, then find the QR-XXXX entry in the admin inbox.

Honest limits

Quote Form is an inbox, not a full sales pipeline.

• Requests land in the BTB admin inbox only. There are no automated emails to you or the buyer.
• Email Customer is a mailto: link that opens a pre-filled reply.
• It does not convert a quote into a draft order. You create the draft order in Shopify yourself.

If you already quote by phone and only need to send priced invoices, native draft orders may be all you need. See BTB pricing for plans.