How to Set Up Quote Form on Your Shopify Store: A Complete Guide

Setting fixed prices works for many Shopify stores, but not all. If you sell custom products, bulk orders, or services that need a personal touch, giving shoppers a way to request a quote can be a game-changer. A quote form turns casual interest into a real conversation, helping you understand what customers need while opening the door to bigger sales opportunities. In this guide, we’ll walk through how to set up a quote form on your Shopify store—step by step, simple and effective.

What a Quote Form Means for Your Shopify Store

A quote form is more than just another contact field—it’s a bridge between your products and customers who need something beyond a fixed price. Instead of clicking “Add to Cart,” shoppers fill out a short request that tells you what they’re looking for, whether it’s bulk quantities, custom dimensions, or a special service. In return, you send them tailored pricing and details that match their needs.

This approach fits neatly into Shopify, even though the platform is designed for straightforward online sales. Many stores thrive on fixed prices, but for sellers dealing with complex or high-value orders, a quote form fills the gap Shopify doesn’t cover out of the box.

Think about a furniture brand that builds tables to custom sizes, a wholesaler supplying branded merchandise in bulk, or a service-based store offering event setups. Each of these businesses needs flexibility that standard product pages can’t provide—and that’s exactly where a quote form steps in.

Ways to Set Up a Quote Form on Shopify

There’s no single way to add a quote form in Shopify—the right choice depends on your business model, budget, and how much control you want over the process. Here are the main approaches most store owners use:

Using Shopify Apps

The easiest route is installing a dedicated Request a Quote app from the Shopify App Store. Popular option like HulkApps, and similar tools. These apps usually let you:

• Add a quote button to product pages or the cart.
• Customize form fields so customers can share details like quantity, size, or special requirements.
• Sync requests with email, CRM, or even your sales team’s workflow.

The main advantage is speed—most apps are plug-and-play. The trade-off is that you’re limited by what the app offers, and some advanced features may require a paid plan.

Customizing Shopify Forms (Built-in Options)

If you don’t want to install another app, you can adapt Shopify’s default Contact Form into a simple quote request form. By editing the fields, you can ask for the basics: name, email, product of interest, and notes.

This solution works for lean stores or those testing the waters, but it has limitations. There’s no automatic pricing logic, and every quote has to be managed manually via email. For small volumes it’s fine, but it can get messy once requests start scaling.

Building Custom Quote Forms with Code (Advanced)

For stores with unique needs, a custom-coded form is the most flexible option. Developers can create fully tailored forms with dynamic fields, conditional logic, and direct integration into CRMs or pricing systems.

This route makes sense if you’re handling complex workflows—like B2B quotes across multiple regions—or if off-the-shelf apps can’t deliver the experience you want. The downside is cost and maintenance, since you’ll need developer support for setup and updates.

Step-by-Step: How to Set Up a Quote Form with an App

Adding a quote form to your Shopify store doesn’t have to be complicated. With the right setup, you can let customers request personalized pricing, bulk orders, or custom options in just a few clicks—without disrupting your store’s normal flow.

Step 1. Embed the app in the Theme Editor

• Open Online Store → Themes → Customize and load the theme you’re using.
• Add the quote app block/section to the layout where the button should live (e.g., Product template, Cart, or a dedicated Page).
• Position it above the fold if possible so shoppers don’t miss it.

Step 2. Choose the page(s) where the Quote button appears

• Decide where the “Request a Quote” action makes the most sense:

Product page (single-item requests), Collection page (browse-and-ask), Cart (multi-item quotes), or a standalone Request a Quote page.

• Assign the app block to those templates/pages in the theme editor so it renders in the right contexts.

Step 3. Set display conditions for the Quote button (products & customers)

• Product rules: show the button only for specific products/variants, tags, collections, or price ranges (e.g., “custom,” “wholesale,” “bulk”).
• Customer rules: show or hide based on customer tags, logged-in state, or B2B segments (e.g., only visible to wholesale accounts).
• Keep logic simple at first; you can layer conditions once you see real traffic patterns.

Step 4. Customize the Request-a-Quote form

• Add the fields you truly need: contact info, quantity, variant/details, target budget, timeline, notes.

Optional: file upload for drawings/specs, conditional fields for size/material.

• Tweak copy and CTA text (“Get My Quote”) to match your brand voice and set response expectations (e.g., “We reply within 24 hours”).
• Connect notifications and (if available) CRM/email routing so every request lands with the right team.

Step 5. Save settings and run a quick test

• Click Save in the theme editor and submit a test quote from a real page.
• Verify the full flow: button visibility rules, form validation, email/CRM delivery, and thank-you/confirmation messaging.
• Once it looks good, publish the theme (if you were working on an unpublished draft) and monitor the first requests.

Mistakes to Avoid with Shopify Quote Forms

Even a well-designed quote form can backfire if a few common missteps creep in. Here are the pitfalls to watch out for:

• Collecting too much information upfront

Long forms scare people away. Customers are far more likely to finish a quote request when you only ask for the essentials. Save the detailed questions for later in the sales conversation.

• Delaying your response

A quote is hottest the moment it’s submitted. If you wait days to reply, chances are the customer has already moved on. Set up alerts or automated replies to show you’re responsive and ready to help.

• Burying the button or form

If shoppers have to hunt for the quote option, many won’t bother. Keep the button visible on product pages, or dedicate a clear “Request a Quote” page in your menu.

• Ignoring SEO opportunities

A quote page can rank for valuable terms like “request a quote [product/industry].” Optimizing titles, meta descriptions, and page content not only helps customers but also pulls in new leads through search.

Optimizing the Quote Process for Conversions

Setting up a quote form is only half the job—the real impact comes from how you manage and optimize the process after customers hit “Request a Quote.” A smooth, fast, and personal experience can turn casual inquiries into loyal buyers. Here are the areas that make the biggest difference:

1. Make Response Time a Priority

When someone requests a quote, they’re actively considering a purchase. Waiting days to hear back often means they’ll move on to a competitor. Aim for same-day replies whenever possible, and let customers know your average turnaround time right on the form.

2. Personalize Every Quote

Avoid sending a generic “we’ll get back to you” message. Tailor your reply with details based on the customer’s request—mention the product, reference their notes, and if possible, suggest related items or packages. A personalized response shows attention and builds trust.

3. Keep the Form Connected to Your Sales Workflow

Don’t let quotes live in a silo. Route requests to the right team or CRM so they can be tracked, assigned, and followed up without falling through the cracks. Automated notifications can help, but a clear process is what ensures consistency.

4. Use Follow-Ups to Nurture Leads

Even if a customer doesn’t order right away, every quote is a warm lead. Set up an email sequence:

• Thank-you confirmation immediately after submission.
• A friendly reminder if there’s no reply within a few days.
• A special incentive (discount, bonus, or free shipping) after a week or two.

This keeps your brand in mind and nudges hesitant shoppers toward a decision.

5. Monitor and Improve Over Time

Track how many quotes turn into actual sales, how long the process takes, and where drop-offs happen. If most people stop responding after you send the first price, maybe the form doesn’t capture enough detail—or your team isn’t following up quickly enough. Treat the quote process like any other conversion funnel and refine it continuously.

Conclusion

Adding a quote form to your Shopify store opens the door to opportunities that fixed pricing often can’t capture. It helps you handle custom requests, bulk orders, and unique deals in a way that feels personal and professional. More importantly, it shifts the buying experience from a one-click transaction to a real conversation—one that builds trust and long-term customer relationships.

With the right setup, clear conditions, and a thoughtful follow-up process, a simple “Request a Quote” button can turn curious visitors into serious buyers. Treat each quote as the start of a partnership, not just a sales lead, and you’ll find it’s one of the most valuable tools in your store’s growth strategy.

Updated on: 12/09/2025