Manage B2B Sales Pipelines Without Leaving Shopify
Built for B2B Shopify merchants who negotiate deals instead of selling at fixed prices. Capture leads, track every deal in a CRM pipeline, and convert quotes into orders — all inside Shopify.
Built for B2B Sales Teams, Not Generic Shopify Stores
For merchants who negotiate high-ticket B2B deals where customers expect quotes, custom pricing, and personal follow-up — not a generic "Add to Cart" button.
Add to Quote Button
Convert browsers into qualified leads. Replace or sit alongside 'Add to Cart' on every product page. Customizable text, color, and shape. Works with any Shopify theme — no code required.
Hide Price
Negotiate every deal. Hide prices store-wide and replace with 'Contact for pricing' so every customer conversation starts on your terms — not theirs.
CRM Pipeline & Analytics
See your close rate without switching tabs. Drag deals through 6 pipeline stages, assign team members, and track every conversion in one analytics dashboard.
Draft Orders & Invoicing
Turn approved quotes into paid orders in 1 click. Generate branded PDFs, send Shopify invoices, and never re-type customer info or line items again.
Gmail & Outlook Integration
Reply from the inbox your customers already trust. One-click Gmail or Outlook connect — no SMTP setup, no credentials, no deliverability headaches.
Export CSV & PDF
Hand quote data to your accountant or BI tool in seconds. Export single quotes or bulk batches to CSV, Excel, or branded PDF — with product images included.
Custom Fields for Any Product
Add per-product options like size selectors, color swatches, text inputs, and file uploads. Customers fill them out before requesting a quote — so you get the details you need upfront.
20 field types including:
Custom T-Shirt
SKU: TSH-PRO-001
From Request to
Revenue in Minutes
We've automated the messy parts of B2B sales. No more email chains or manual PDF creation. Everything happens inside the platform you already use.
Add to Quote
Customers request quotes directly from your Shopify product pages with one click.
Manage & Negotiate
Review the lead in your CRM. Adjust prices, send a PDF quote, and convert to a draft order.
Invoice & Pay
Convert the accepted quote into a draft order or invoice instantly. Get paid.
Stop Losing Deals to Email Chains, Spreadsheets, and Expensive CRMs
See why B2B merchants choose AddToQuote over the alternatives.
vs Email Chains
Quotes lost in inboxes. No visibility into deal status. Slow responses lose hot leads.
Centralized CRM pipeline. Real-time notifications. Every quote tracked from request to revenue.
vs HubSpot / Pipedrive
$50–$300 per seat per month. Built for general sales, not Shopify merchants. Disconnected from your products and customers.
$25/mo flat. Built natively for Shopify. Uses your existing products, customers, and pricing.
vs Shopify B2B Plus
$2,300+/mo plan required. Self-serve catalog only. No quote workflows, no CRM, no negotiation tools.
Works on every Shopify plan. Built for negotiated B2B deals. Save $26K+/year.
Integrated Smart CRM
Don't bounce between tabs. AddToQuote injects a powerful B2B pipeline directly into your Shopify backend.
Pipeline Board
Real Results from Real Merchants
See how B2B brands use AddToQuote to streamline wholesale quoting and close more deals.
The Back Nine
Custom Golf Gear & Embroidery“Most of what we sell is custom and embroidered, so a standard cart never worked for us. The Add to Quote button lets customers send through their logo and order details, and every custom enquiry lands in one place instead of getting lost in email.”
— The Back Nine Team, Custom & Wholesale Orders
Read the Full Story
CMEX Automatización
Industrial Automation & Control“Our products and projects are quoted, not sold off a shelf, so an Add to Quote button fits exactly how we work. Every request from across Mexico and Central America now lands in one place inside Shopify instead of scattered emails.”
— CMEX Automatización Team, Sales & Engineering
Read the Full Story
SLAT-CO
Aluminium Fencing & Construction“The CRM tool is fantastic — being able to see your close rate all inside Shopify and not spread over different platforms is awesome.”
— Josh Timmings, Owner
Read the Full Story
Te Amo Supply
Beauty & Hair Care“AddToQuote completely changed how we handle wholesale orders. What used to take our team hours of back-and-forth emails now happens in minutes. Our buyers love how easy it is to request quotes, and our sales team finally has a real pipeline to work from.”
— Te Amo Supply Team, Wholesale Operations
Read the Full StoryTrusted by growing businesses
See how merchants are using AddToQuote to streamline their quoting workflow.
“AddToQuote completely changed how we handle wholesale orders. What used to take our team hours of back-and-forth emails now happens in minutes. Our buyers love how easy it is to request quotes, and our sales team finally has a real pipeline to work from.”
Te Amo Supply Team
Wholesale Operations, Te Amo Supply
“The CRM tool is fantastic — being able to see your close rate all inside Shopify and not spread over different platforms is awesome.”
Josh Timmings
Owner, SLAT-CO
“We were up and running in less than 15 minutes. The smart button injection meant we didn't have to touch a single line of code on our Shopify theme.”
B2B Store Owner
E-commerce Manager, Industrial Supplies
“Managing hundreds of quote requests used to be a nightmare. Now everything is organized in one pipeline, and our team closes deals faster than ever.”
Wholesale Operations Lead
Head of Sales, Building Materials
Choose the plan that fits your business.
All plans include a 14-day free trial with full access to all features.
Everything you need to manage B2B quotes on Shopify
What's included
14-day free trial · No credit card
Automation and integrations for growing teams
Everything in Professional, plus
14-day free trial · No credit card
Per-product custom options for complex B2B products
Everything in Advanced, plus
Includes all Professional + Advanced features
14-day free trial · No credit card
Your trial includes all features from all plans. Choose your plan when the trial ends.
Not satisfied? Cancel within your first month for a full refund.
Frequently Asked Questions
Everything you need to know about AddToQuote.
Yes. AddToQuote is compatible with all Online Store 2.0 themes. It installs via theme app extensions — no code editing required. The button, quote icon, and price hiding all auto-detect your theme layout.
Stay in the loop
Subscribe to get product updates, tips, and B2B commerce insights.
B2B buyers don't just click buy.
They negotiate.
Start closing the deals your Shopify store is missing. Join merchants who streamline their B2B quoting with AddToQuote.
“The CRM tool is fantastic — being able to see your close rate all inside Shopify and not spread over different platforms is awesome.”
— Josh Timmings, Owner, SLAT-CO