See how Add to Quote transforms your Shopify store into a powerful B2B quoting machine.
Complete B2B quote management system with automated workflows, team collaboration, multi-channel notifications, and enterprise-grade file handling.
Customers click 'Add to Quote' on your Shopify product pages. Instant lead capture with all product details.
Lead auto-assigned to your team using round-robin. Manage quotes, upload files (S3), send emails (5 providers), and SMS notifications.
Convert approved quotes to Shopify draft orders or invoices. Customer pays, you earn revenue.
Enterprise-grade file attachment system with tier-based size limits, secure cloud storage, and automated cleanup.
Customers attach CAD files, blueprints, or specifications directly to their quote request.
Files securely uploaded to AWS S3 with encryption, organized by shop and quote ID.
File size limits based on subscription tier (Basic: 5MB, Pro: 25MB, Enterprise: 100MB).
5 email providers (AWS SES, SendGrid, Google OAuth, SMTP, Office 365) + Twilio SMS with automatic failover and usage tracking.
Send quote approval, rejection, or update notifications to customers automatically.
Manager pattern routes emails through 5 providers with encrypted credentials and automatic failover.
Twilio SMS for urgent updates with rate limiting and usage tracking per subscription tier.
Round-robin lead assignment with PostgreSQL stored procedures for atomicity, team member tracking, and workload balancing.
New quote request comes in from your Shopify store.
Round-robin algorithm automatically assigns quote to the next available team member using atomic operations.
Assigned team member receives email and SMS notification with quote details.
3-tier subscription model (Basic/Pro/Enterprise) with usage tracking, monthly quotas, atomic increment operations, and plan-based access control.
Merchants select subscription tier based on business needs: Basic ($29), Pro ($79), or Enterprise ($199).
Access control enforced by feature gates: file size limits, email/SMS quotas, team member limits.
Atomic increment operations track monthly usage (emails sent, SMS sent, files uploaded) against quotas.
Built with AnimatedWorkflowVisualization component
All features powered by Next.js 15, Supabase, AWS, and Twilio