A quote workspace that shows margin on every line as you type, handles counter-offers and deposits, sends a branded PDF, and converts an accepted quote into a Shopify draft order.
Included on every plan — PDF on Premium, counter-offers on Wholesale Pro
| Product | Qty | List price | Quoted price | Margin | Line total |
|---|---|---|---|---|---|
| Merino Crew Knit | 120 | $42.00 | $36.55 | 31% | $4,386.00 |
| Lambswool Scarf | 240 | $18.50 | $15.20 | 32% | $3,648.00 |
| Cashmere Beanie | 96 | $29.00 | $24.65 | 29% | $2,366.40 |
Edit any quantity or price. Margin updates as you type, and anything under your floor is flagged.
A branded email with a PDF and a link. Add a message, set an expiry, attach a spec sheet.
Accept, counter-offer, or decline. A counter-offer shows their price beside yours on the same quote.
One click creates a Shopify draft order, or emails the invoice through Shopify.
Every one of these is a setting in the app — no code, no developer.
| Setting | What it does | Sensible start |
|---|---|---|
| Default validity | How many days a new quote stays open before it expires. | 14 days |
| Quote numbering | The sequence new quotes are numbered from. | Start at 1001 |
| Minimum margin | Warns your team when a quoted line falls below this margin. | Your floor |
| Counter-offers | Whether buyers may propose their own prices, and the maximum discount allowed. | On, capped |
| Require signature | Makes the buyer type their name to accept, recorded with time and IP. | On for large orders |
| Default deposit | Percentage taken up front, with the balance on terms. | Off unless you take deposits |
| Attach PDF | Sends the proposal as a file as well as a link. | On |
| Expiry reminders | Emails the buyer a set number of days before the quote lapses. | On, 3 days before |
It becomes an ordinary Shopify draft order, so inventory, taxes, discounts and payments all behave exactly as they do for any other order in your admin.
Yes. Set a minimum margin and any line below it is flagged while they edit. Counter-offers have their own separate cap on how far below your price a buyer may go.
The app records the name typed as the signature, the timestamp and the IP address it came from, and keeps them on the quote alongside the exact lines that were agreed.
Draft, requested, declined and expired quotes can be deleted. A sent or accepted quote cannot — it is a promise already made to the customer. Mark it declined first if it is no longer wanted.
Free to install. Five quotes a month on the free plan, no trial to remember.