Smart Quote
Automatically convert approved quotes into Shopify Draft Orders with one click, allowing customers to pay via a secure checkout link.
Manage B2B sales with custom quotes. Customers request, you approve and send PDF/Excel quotations.
Smart Quote simplifies B2B sales by allowing merchants to manage custom quotes directly within Shopify. It replaces manual spreadsheets by centralizing requests from product pages into a searchable admin dashboard. Merchants can capture specific customer data through a custom form builder, then approve and send branded quotes via email. The app provides professional PDF and Excel exports for offline records. It ensures a no-code workflow that helps businesses close deals faster.
Smart Quote simplifies B2B sales by allowing merchants to manage custom quotes directly within Shopify. It replaces manual spreadsheets by centralizing requests from product pages into a searchable admin dashboard. Merchants can capture specific customer data through a custom form builder, then approve and send branded quotes via email. The app provides professional PDF and Excel exports for offline records. It ensures a no-code workflow that helps businesses close deals faster.
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- Allow customers to request custom quotes directly from product pages.
- Build custom request forms with specific fields to capture exact customer needs.
- Approve, modify, or decline quotes and send branded emails in one click.
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