Smart Quote

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.

• 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.