Feature breakdown
Negotiated per-quote pricing, public quote links, the draftOrderCreate accept flow, PO PDF parsing, AI counter-offers, company management, and bulk operations — for Shopify Basic, Grow, and Advanced. No Plus required.
Quote workflow
Set the unit price on each line as you build a quote — per-SKU, per-quantity, per-deal. The line totals and the quote total recompute as you negotiate.
ExampleAcme asks for 500 boxes. Drop SS-1000 from $1.40 to $1.09 on the line, watch the quote total update, send.
Every quote gets a public URL at /q/<random-token>. Share it by email, Slack, or any channel — the buyer doesn't need a Shopify account. Tokens are opaque so they don't leak order value or buyer identity.
ExampleSend 'Here's your quote: …/q/abc123xyz789' — the buyer clicks, reviews, accepts.
When the buyer clicks Accept, we call Shopify's draftOrderCreate GraphQL mutation to create a real Shopify order. They pay through your normal Shopify checkout — credit card, ACH, anything you accept.
ExampleBuyer accepts → real Shopify Order #1234 → appears in Orders → fulfilled like any normal order.
Every quote action — create, send, view, accept, decline, cancel — is logged with timestamps. A full audit trail for disputes, and cancelled quotes can be re-sent without rebuilding.
ExampleA buyer disputes a line six weeks later. Open the ledger → the exact prices they accepted, with the timestamp.
PO parsing
Drop a PO PDF. We extract line items, quantities, prices, and buyer info, then match each line to your catalog with a confidence score. Pre-fills a draft quote ready for review.
ExampleA buyer emails a PO PDF. Drop it in → line items extracted and matched → review the low-confidence rows → send.
Exact-SKU match first, then case-insensitive, then a fuzzy match on the description. Anything below the confidence threshold is flagged for you to confirm — nothing silently becomes a wrong line.
ExampleSKU 'SS1000' on the PO matches your 'SS-1000' at high confidence; a vague 'box, large' is flagged for review.
AI negotiation
When a buyer counters, the engine reads that company's order history, your margin floor, and typical category patterns, and drafts a reasonable counter-counter. You approve, edit, or override before sending.
ExampleBuyer counters $4,200. Engine drafts '$4,350 with 30-day terms' from Acme's prior $4,400 deal and your margin floor.
Set your margin floor and the engine never drafts below it. It's a suggestion layer with a per-line rationale — it never sends on your behalf. You keep final control of every price.
ExampleMargin floor 30% on SS-1000. A buyer offer that would breach it gets a 'hold' recommendation, not a discount.
Company management
Track companies with multiple buyers, locations, and quote history — pulled from your Shopify companies. Build a quote for any contact and their company context comes with it.
ExampleAcme has four buyers across two ship-to locations. Build a quote for Buyer Sue → Acme's history and locations are right there.
Bulk operations
Import line items from a CSV to build big quotes fast instead of adding products one at a time. Ideal for long catalogs and recurring order templates.
ExampleA 60-line reorder arrives as a spreadsheet. Import the CSV → a draft quote in seconds → adjust prices → send.
Export quotes to CSV — filtered by status, company, or date — for finance and reconciliation, and generate a branded quote PDF for any quote.
ExampleMonth-end close: export all accepted quotes for Q3 → reconcile against Shopify orders in your accounting tool.
Confidence
Replay your current pricing rules against historical orders and see how many would have produced identical totals — proof there's no regression before you roll out a pricing change.
ExampleBefore changing your discount rules, replay them across the last 200 orders and confirm the totals still line up.
The accept loop
Reversible by design. The buyer can decline, and you can cancel any quote until Accept is clicked. Every action is logged to the quote ledger for a full audit trail.
The Quote Desk listing returns to the Shopify App Store on June 12. Start a 14-day free trial on any plan.