Shopify stores designed and launched
Automating B2B quotes and wholesale portals on Shopify, properly
Shopify B2B Quote Automation, Tested on Real Orders, Not Demos
Shopify B2B quote automation takes a buyer from request to paid order: a quote form, a draft order built by your rep, a price lock, a stock reservation and a checkout link the buyer can pay. Shopify has no native request-for-quote feature, drafts do not reserve stock unless told to, and tax and shipping recalculate when a quote converts. We build the quote-to-order path around those limits and test it, from $290.
- Quote request form creating a draft order with the right buyer and prices
- Inventory reservation with an expiry for open quotes
- Quote reminders and expiry, with a checkout link for the buyer
- Test log and a recorded handover
From$790
Delivery4 to 20 working days
Revisions2 rounds
Our track record
A Decade of Shopify Stores Behind Every Automation We Build.
More than 450 launches since 2015 showed us what breaks and when. That is why every build opens with a test plan and finishes with a log you can read.
Average rating from verified clients
Building Shopify stores since
Secure checkout
Pay through a protected checkout and keep a full order record.
Two revision rounds
Included in every package, so the result matches what you pictured.
Backup before changes
We work on a duplicate of your theme, never on your live store.
Who this is for
Six Situations Where Shopify B2B Quote Automation Pays Off
Quoting is where wholesale deals are won or lost. These are the cases we build for.
You are a good fit if
- Shopify is your store platform
- You can give us limited access to your tools
- You want a clear scope and price
- Someone can confirm the test results
Wholesalers who quote by email
A form creates the draft order and the rep adjusts it.
Reps with quotes left open
Drafts do not reserve inventory by default and are deleted after a year of inactivity. We reserve stock with an expiry and archive quotes elsewhere.
Buyers who expect locked prices
Price locks keep quoted prices fixed, though not on bundles.
Teams surprised by total changes
Tax and shipping recompute on conversion, so the quoted total can change. We state it.
Large orders
A draft holds up to 500 line items, 499 through the API. We split big quotes.
Teams needing approvals
Native Shopify has no approval step. We add one with Flow or an app.
Problems solved
Six Faults a Careful Shopify B2B Quote Automation Avoids
Quote flows fail between steps. These are the six faults we fix.
The problem
Overselling an open quote
The outcome
We reserve stock.
The problem
Lost quotes
The outcome
We archive before deletion.
The problem
Quote total changes
The outcome
We explain tax and shipping.
The problem
No approval
The outcome
We add one.
The problem
Terms not applied
The outcome
We check company terms on each draft.
The problem
Duplicate quotes
The outcome
We reference by number.
What we can do
Shopify B2B Quote Automation: What We Build and Configure
How we build B2B quoting, in order.
Quote form
Request details and buyer match.
Draft creation
Prices, locks and reservation.
Expiry and reminders
Dates and nudges.
Approval
Internal sign-off.
Tests
Quote to paid order.
Handover
Notes and recording.
What is included
Everything Included in Our Shopify B2B Quote Automation Packages
Deliverables fall into six groups. The package table below shows how much of each group a given price covers, so the difference between tiers is easy to judge.
Design
- Refund, edit and partial cases agreed
- Every step has an owner
- Platform chosen with a cost estimate
- Rules set out and signed off
Triggers
- Flow starts when a buyer requests a quote
- Event handled: a quote is approved
- Trigger built for when a buyer reorders
- Each trigger tested on its own
Actions
- Messages reviewed before they go live
- Step built to create the quote with price-list prices
- The workflow will repeat the last order in a click
- Company and quote total passed with formats checked
Safety
- Consent and opt-outs honoured
- Rate limits respected
- Every step keyed to the Shopify id
- A daily check catches quiet failures
Testing
- Test on an approved quote
- Test on a reorder
- First live runs watched
- Test log handed over
Handover
- A video tour of the workflow
- Every rule explained in writing
- Everything in your name
- Post-launch questions answered
You approve the plan and the test. We do the rest and leave you with the notes.
What we build and check
How Shopify B2B Quote Automation Runs, Step by Step
A workflow is easiest to judge when you can see it. The picture shows the parts we build for B2B quotes and wholesale portals: the records involved, the status of each step and the log a person can read.
Portfolio
Stores We Designed That Run Smoothly Behind the Scenes
A clean automation works best on a tidy store. Browse stores we have designed and launched, and picture each with B2B quotes and wholesale portals running behind it.
Specialty Coffee Subscription Shopify Store
Specialty coffee
Fine Arc Jewelry Shopify Visual
Jewelry
Pixel Pantry Design templates Shopify Visual
Design templates
Adventure Bottle One-Product Store
Outdoor drinkware
Iron & Oak Barber Barber Shopify Visual
Barber
Wander With Nia Travel creator Shopify Visual
Travel creatorProcess and timeline
From First Call to Live Workflow: Our Shopify B2B Quote Automation Process
Six stages, in order. Nothing touches live orders until you have seen it work on a copy, and your calculator choices decide how long each stage takes.
- 1
Brief and rules
First we learn how B2B quotes and wholesale portals runs today, who does what and where it breaks. Then we write every rule in plain words: when a buyer requests a quote, then create the quote with price-list prices.
- 2
Access and platform
Access is narrow and approved by you. We suggest a platform, state what it costs each month and prove the connection with a live read.
- 3
Map the data
We list company, quote total, price list and payment terms, check formats on both sides and agree what blanks should do.
- 4
Build in a copy
We build against test data, not your live orders, and show you the plan and a recorded run where it helps.
- 5
Test on real cases
We run a new quote, an approved quote and a reorder, then refunds and edits, and verify each outcome against what the store shows.
- 6
Go live and hand over
On your approval the workflow is switched on and monitored through its first runs, and you receive notes, a diagram and a quick video tour.
Compare your options
Four Ways to Automate B2B Quotes and Wholesale Portals, Compared
Each route has a place. Read across the rows that matter to you and see which one you would trust with your orders.
| What matters | By hand | Built-in app | No-code platform | Store Design Expert |
|---|---|---|---|---|
| Rules written down and agreed | No | Seldom | If you document them | Yes |
| Refunds and edits included in testing | By luck | Not usually | If you test | Yes |
| A unique key stops repeats | Prone to slips | Depends | If you add it | Yes |
| Failed runs raise an alert | No | Sometimes | Only if you add it | Yes |
| You see the cost before we begin | Your team's time | Just plan fees | Fees plus your hours | Yes |
| Documentation and video handover | No | No | No | Yes |
| Ownership stays with you | Yes | Yes | Yes | Yes |
| Aftercare | No | Vendor help desk | Platform support | Included window |
Inside every project
How We Protect Your Orders and Customer Data
None of these costs extra. They are simply how we work.
A written definition of done
A workflow is finished when it handles a new quote, an approved quote and a reorder correctly and the results are logged.
Nothing sent without approval
Every customer-facing message is reviewed with you first, then switched on.
Narrow access, in your name
Access is as narrow as possible and every account remains yours.
Counts compared, not assumed
After any catch-up we compare counts with the source, so missing or doubled records are caught early.
Failures raise a flag
A named person receives an alert, with the order and the reason, whenever a run fails.
Plain scope, two revision rounds
You know the cost up front. Two revision rounds cover changes within scope, which keeps tweaks from becoming extra invoices.
Interactive price calculator
Price Your Shopify B2B Quote Automation
Pick a package, answer three short questions and add any extras. Your total and delivery window update as you click, with nothing hidden until checkout.
Request a custom quote
Workflows that span many systems, need custom code, handle very high volumes or depend on an on-premise system are quoted separately at a fixed price.
Request a QuoteChanged your mind? Choose Single Build, Core Build or Full Build above to return to the instant calculator.
Packages and comparison
Shopify B2B Quote Automation Package Comparison
Here is each package line by line. When you compare our fee with a marketplace listing for Shopify B2B quote automation, count how many of these checks the cheaper offer actually names.
| What is included | Single Build $790 | Core Build $1,590Recommended | Full Build $2,990 |
|---|---|---|---|
| A trigger for when a buyer requests a quote | Included | Included | Included |
| First action built: create the quote with price-list prices | Included | Included | Included |
| A unique key on every step | Included | Included | Included |
| Failure alert to a named person | Included | Included | Included |
| Written test log and video handover | Included | Included | Included |
| Triggers for when a buyer requests a quote, when a quote is approved and when a buyer reorders | Not included | Included | Included |
| Three actions: create the quote with price-list prices; convert it into a draft order; repeat the last order in a click | Not included | Included | Included |
| Filtering on tags, countries and totals | Not included | Included | Included |
| Retries and daily health check | Not included | Included | Included |
| Refund, edit and partial cases built | Not included | Not included | Included |
| One-off catch-up of past quotes | Not included | Not included | Included |
| Monitoring for 14 days | Not included | Not included | Included |
| A runbook your team can follow | Not included | Not included | Included |
| Typical delivery | 4 to 7 days | 7 to 12 days | 11 to 20 days |
The calculator above is the source of truth for your final price and delivery estimate.
Why Store Design Expert
Why Owners Choose Our Shopify B2B Quote Automation Over Doing It Alone
Templates cover the happy path. We cover the rest, and we put the result in writing.
Tested on your real cases
We check against your own cases, like a new quote, an approved quote and a reorder.
4.9+ from verified clients
Every review on this page is from a verified Store Design Expert client, which lets you see how projects went first.
Notes a colleague can follow
Handover notes record the flow of events and the choices behind each setting, ready for whoever works on it next.
Experience since 2015
We have launched more than 450 Shopify stores since 2015 and met most of the quirks that trip up automation.
A direct line to the builder
Your messages reach the builder who has your workflow open, so rule and field questions get clear answers.
Safety designed in
Safety is standard: retries, alerts, unique keys and narrow access are part of each build.
What we need to get started
Getting Started: What We Ask For
We need a way into your store, a short brief and a decision-maker. Pick the access route that suits you.
Approve a collaborator request
If the store is live, send us its address and approve our request. Ownership stays with you, our role is limited, and removal takes one click.
Starting from nothing? We build first
Without a store, we build one in a Partner account with the workflow in place, then transfer it to you. You pick a plan once everything works.
Or share a staff login
A staff account is an option. The collaborator route is still better, as it can be cancelled instantly and involves no shared password.
Access to the other tools
Invite us to the tools involved or let us set up accounts with your email. In both cases you keep the owner role.
Examples of the work today
Send two or three recent cases, or tell us where to find them. Real examples show how the process actually runs.
A decision-maker
We need one person to approve the rules and the test, plus a ruling for when two rules clash.
We never need your owner password or payment details. Access is limited, logged and removable at any time.
Testimonials
Client Words, Not Ours
Real owners, real stores, in their own words.
Verified
Store Design Expert delivered an outstanding website development experience! Their professionalism and attention to detail exceeded my expectations, and their proactive communication kept everything running smoothly. Truly impressed by their deep understanding and dedication.
WG
Warren G.United States
Verified
Very quick and detailed work! Store Design Expert does exactly what you want, in a very professional manner.
LF
Lena F.Germany
Verified
Store Design Expert did an outstanding job with top-notch professionalism on my website project. Everything was delivered quickly without compromising quality. I could not have asked for better!
JM
Jason M.United States
Verified
The website development work was nothing short of professional, with top-notch quality. Their exceptional level of cooperation made the collaboration seamless and enjoyable. Highly recommend working with Store Design Expert!
JC
Jeremy C.United States
Verified
Super great to work with, and super fair!
RO
Robert O.United States
Verified
The website development work was truly impressive. Their attention to detail and ability to exceed expectations made the project a success. Working with them was a breeze, thanks to quick responsiveness and a willingness to go above and beyond.
KD
Kevin D.United States
Verified
Store Design Expert was very knowledgeable about what I needed done to fix my Shopify store and how to improve the store layout. The project was completed very quickly, and I will definitely use them for support as my business grows.
ST
Samuel T.United States
Verified
Very satisfied with the work. Most importantly, Store Design Expert responded promptly to my questions and concerns. Thank you!
KB
Kyle B.United States
Verified
Outstanding work and outstanding customer service. Five stars! I will absolutely use Store Design Expert again for my next book.
KM
Katharine M.United States
FAQ
B2B Quotes and Wholesale Portals Automation FAQs
Straight answers on price, scope, timing and what we need from you.
How much does Shopify B2B quote automation cost?
Single Build costs $790, Core Build $1590 and Full Build $2990. Platform, volume, the number of connected tools and add-ons change the total, and the calculator shows it before you pay. Most projects land between about $790 and $4190, with delivery from 4 to 20 working days. Queries such as "shopify b2b quote n8n" describe the same work.
How long does B2B quotes and wholesale portals automation take?
Single Build takes 4 to 7 working days, Core Build 7 to 12 and Full Build 11 to 20. The usual variables are how many tools are involved and how quickly you approve the rules and the test. The Sooner and Fastest options shorten the schedule when a date is fixed. You may also see it searched as "shopify b2b quote make.com"; the work is the same.
Does Shopify have request for quote?
Not natively. Draft orders are the closest tool and most sources say they cover only part of the process. If you came here from "shopify b2b quote zapier", you are in the right place.
Do draft orders reserve stock?
Not by default. Reserving is an explicit step with an expiry. Another way to phrase it: "shopify b2b quote automation zapier"; the same build answers that too. Related searches such as "shopify b2b quote expert", this is the page for it.
How long do drafts last?
Drafts created from 1 April 2025 are deleted after a year of inactivity, per a vendor source. The same service covers "shopify b2b quote automation make.com". Another way to phrase it: "hire shopify b2b quote developer"; this page covers that too.
Can quoted prices be locked?
Price locks exist but do not work on bundles. If you typed "shopify b2b quote automation n8n", you are in the right place. The same service covers "shopify b2b quote app".
Can totals change at conversion?
Yes, tax and shipping are recomputed. If you came here from "shopify b2b quote automation expert", the answer is the same. People also search for "b2b quote automation shopify"; the work is the same.
Can buyers edit a quote?
No. They see only the invoice checkout link. The same service covers "how to automate b2b quote on shopify".
Can you add approvals?
Yes. The same job is behind "shopify b2b quote workflow".
Ready when you are
Book Your Shopify B2B Quote Automation Build
If this matches what you need, pick a package and answer three questions. Work begins once you confirm. This page covers Shopify B2B quote automation.
- Secure checkout
- Two revision rounds
- Test log and walkthrough included