Support — Quote Desk

No. Quote Desk is built for Shopify Basic, Grow, and Advanced merchants. We use Shopify's native sub-Plus B2B feature set (company accounts, 3 catalogs, payment terms) and extend it with quote workflow, negotiated per-quote pricing, PO PDF parsing, and AI counter-offers.

When you send a quote, the buyer receives an email with a secure link. Clicking the link takes them to a hosted quote page where they can review line items and accept or decline. No Shopify customer account is required.

Any PDF — including scanned or photographed POs. Our parser uses a vision-LLM and gracefully handles weird formats. Lines below 0.7 confidence are flagged for manual review before draft order creation.

When you have a quote in progress, you can request a counter-offer draft. We pull the company's last 12 months of order history (line items, quantities, prices, dates), compress it into a per-variant summary, and feed it to an LLM with the current quote. The LLM proposes adjusted unit prices with a per-line rationale. You can edit every line before sending.

It replays your current pricing rules against historical orders for a company and reports how many would have produced identical totals. Useful when you change your pricing rules or migrate from another wholesale-pricing app and want to prove there's no regression before applying it to new quotes.

Yes. Cancel from within Shopify or from the app's billing settings. Shopify pro-rates the remaining time on your current period.

The Starter tier at $29/mo gives you the quote workflow and negotiated per-quote pricing on top of Shopify's native 3-catalog limit. Pro at $49/mo adds PO PDF parsing — drop a buyer's PO and we parse it into a draft order with confidence-flagged line items. Growth at $79/mo adds the AI counter-offer engine (drafted from order history) and the pricing-rule verification harness. Every tier comes with a 14-day free trial; you can upgrade or downgrade at any time, and Shopify pro-rates the change. There's no annual contract — month-to-month only.

The minimum needed to run the quote workflow: buyer email, buyer name (optional), and any notes you or the buyer attach to a quote. We do not collect IP addresses, browser fingerprints, or passive tracking data. When you trigger an AI counter-offer, we pull the buyer's order history (line items, quantities, prices, dates) and compress it into a per-variant summary that goes to our LLM provider. The full order rows are not retained outside Shopify; we keep the compressed corpus and the resulting AI suggestion. On a customer redact webhook, we anonymize the buyer email and name on every quote referencing that customer.

Application and database hosting: Railway (US-East). Background jobs (PO parse, AI counter-offer, verification): Trigger.dev. LLM inference: OpenRouter (model varies — we A/B between providers for cost and quality). Email delivery (optional): Resend. Error monitoring (optional): Sentry. None of these subprocessors retain your data beyond the operational lifetime of the request. See our privacy policy for the full list of subprocessors and data retention policies.

For now, contact support@quote-desk.app with your shop domain and we'll deliver a CSV export within 5 business days. A self-serve export tool is on our post-launch roadmap. If you uninstall the app, we retain your data for 30 days for reinstall continuity, then hard-delete every record in line with our privacy policy.

That's the default case for most B2B buyers and Quote Desk is built around it. Every quote you send includes a signed link to a hosted quote page on our domain. The buyer clicks Accept or Decline directly — no Shopify login, no customer account creation. The signed link is unique to that quote and can be regenerated if it's ever leaked or forwarded.

The default email is plain and merchant-anchored. Custom branding (logo, colors, sender name) is on the post-launch roadmap — email support@quote-desk.app if this is blocking you and we'll prioritize it. In the meantime, you can also forward your own quote PDF to buyers and use the buyer link only as a secondary accept channel.