Give every quote one operational record
Keep customer or company context, line items, pricing, discounts, PO number, expiry, notes, status, and history together.
Shopify B2B sales operations
Approve Shopify B2B quotes and turn agreed terms into draft orders.
B2B Quote Approvals is a Shopify Admin app for creating, reviewing, approving, sharing, and converting wholesale quotes into Shopify draft orders.
Keep buyer context, proposed pricing, PO details, approval decisions, revisions, and the draft-order handoff in one operational trail instead of an inbox-and-spreadsheet chain.
Request a launch updateThe app is a feature-complete local beta preparing for production hosting and final Shopify review testing. No public install URL is claimed yet.
B2B operations01—04
01Quote
02Review
03Approval
04Draft order
One focused path. Clear merchant decisions. Shopify stays central.
Who it is for
A focused fit for a defined workflow
- Wholesale teams that manage quotes and approvals inside Shopify operations
- Sales, finance, or operations teams that review value or discount thresholds
- Agencies assessing a focused quote-to-draft-order workflow for a client
When it is useful
Use it when the process needs structure
- Quote decisions are spread across email, spreadsheets, and manual Shopify entry
- Buyer, company, company-location, catalog, PO, and pricing context must stay attached
- Approved or accepted quotes should become Shopify draft orders without re-keying line items
Not the right fit if…
Scope is a product decision
- You only need a generic hide-price or request-a-quote form
- You need a full ERP, CRM, customer-account portal, or wholesale suite
- You need a public install today; the production release path is not yet verified
How the workflow works
From decision to Shopify outcome
The product is designed around a clear operational path, not a disconnected feature list.
- 01
Create or receive
Build a quote in Shopify Admin or receive a narrow storefront request with buyer and line-item context.
- 02
Evaluate
Check totals, discount percentage, PO details, expiry, catalog context, and the approval rules that match.
- 03
Approve or revise
Record approvals, rejections, notes, and revisions in the quote history instead of a parallel inbox thread.
- 04
Hand off to Shopify
Convert an approved or accepted quote into a Shopify draft order and use Shopify for invoice and payment-link workflows.
Capabilities in merchant language
What B2B Quote Approvals helps you do
Technical foundations matter after the operational outcome is clear.
Make approval thresholds explicit
Growth and Pro plans can flag quotes by total value or discount percentage; Pro adds company-aware and multi-step approval controls.
Keep buyer communication structured
Tokenised buyer links support review, acceptance, rejection, revision requests, and access to a Shopify invoice link when one exists.
Finish in Shopify, not beside it
Approved or accepted quotes can become Shopify draft orders, preserving the platform as the place for invoicing and payment.
Plans, pricing, and availability
Choose by workflow depth, not feature count
Clear limits and suitability make the package differences easy to scan.
Starter
Smaller wholesale teams formalising quote handoff
$19per month
14-day free trial
25 active quotes
- Quote management and history
- Manual storefront quote-request entry
- Shopify draft-order conversion
- Buyer and line-item context
Growth
Teams that need repeatable approval control
$39per month
14-day free trial
250 active quotes
- Everything in Starter
- Total and discount approval rules
- Visual storefront product and variant picker
- Shopify draft-order conversion
Pro
Higher-volume or multi-stakeholder quote desks
$79per month
14-day free trial
Unlimited active quotes
- Everything in Growth
- Company-aware and multi-step approvals
- Merchant notifications
- Signed outbound webhooks and integrations
These recurring monthly prices, trial terms, limits, and gates are verified in the current billing implementation. Annual billing and a public install path are not advertised because they are not yet configured for release.
Frequently asked questions
Useful answers before the next step
Is this a generic request-a-quote form?
No. A narrow storefront request entry exists, but the product is centred on the internal approval desk, quote history, buyer decisions, and Shopify draft-order handoff.
What makes a quote require approval?
Growth and Pro plans can evaluate active rules based on quote total or discount percentage. Pro can add company-aware and compact multi-step approval workflows.
Does the app take payment?
No. Approved or accepted quotes can become Shopify draft orders. Shopify remains responsible for its invoice and payment-link flow.
Does this website claim Shopify Plus compatibility?
No. Final store-plan compatibility will be published only after production and review testing. The current public description is limited to the implemented Shopify Admin and B2B workflow.
Can I install it now?
A public install URL is not yet verified. Contact MerchantCanvas to discuss pilot fit or receive a launch update.
Next step
See whether B2B Quote Approvals fits your workflow.
Share the store context and the process you are trying to improve. MerchantCanvas will respond with an honest fit check.