B2B Quoting & Negotiation Module
Turn Complex Negotiations Into Structured Orders
In B2B, large purchases rarely go straight to checkout. Our B2B Quoting & Negotiation Module adds RFQs, tracked negotiations, and approval controls so deals move from discussion to order without email threads. This b2b sales quoting software keeps pricing, terms, and margin aligned with your catalog rules.
- Storefront RFQs
- Two-way negotiation
- Quote to order conversion
Trusted by Enterprises & Startups:
Your Quote to Order Control Center
Give sales teams and buyers one place to request quotes, negotiate changes, and accept final terms. This b2b sales quoting software connects pricing, approvals, and status tracking inside Shopify without relying on spreadsheets.
Request for Quote From Storefront
Let buyers add items to cart and submit as RFQ instead of checking out. The B2B Quoting & Negotiation Module captures the request and starts a tracked negotiation inside your b2b quoting software workflow. Free Demo
Sales Rep Quote Dashboard
Provide a dedicated dashboard in Shopify Admin for reps to create quotes, respond to RFQs, and manage active negotiations. This b2b sales quoting software gives pipeline visibility beyond basic draft orders. Free Demo
Interactive Negotiation Workflow
Support two way messaging, counter offers, and line item changes for price and quantity, with full history logging. The B2B Quoting & Negotiation Module replaces scattered PDFs with structured b2b automated quoting. Free Demo
Quote Lifecycle Status Tracking
Track quotes as Draft, Sent, Viewed, Under Negotiation, Accepted, Declined, or Expired. This sales quotation software helps teams prioritize deals and manage their negotiation pipeline. Free Demo
Margin Protection and Approval Rules
Set guardrails so reps cannot discount below target margins without approval. This b2b sales quoting software protects profitability while empowering negotiation within defined limits. Free Demo
Automatic Quote to Draft Order Conversion
When a buyer accepts a quote, convert it automatically into a Shopify Draft Order. The B2B Quoting & Negotiation Module ensures pricing and terms move cleanly into the order stage. Free Demo
Self Serve Buyer Portal for Quotes
Add a My Quotes section to the customer account area where buyers view history, continue negotiations, and accept offers. This b2b quoting software gives buyers transparency without extra calls. Free Demo
Replace Email Chains With Structured Negotiation
Buying Scenarios Where Quoting Matters
These examples show where structured quoting drives revenue and protects margin.
Custom Project Pricing
Large projects often require adjusted quantities and negotiated pricing. The B2B Quoting & Negotiation Module manages back and forth changes before an order is created.
Technical Highlights
- RFQ from storefront
- Editable quote line items
- Version history tracking
High Volume Discount Requests
Buyers want tiered pricing for bulk orders. This b2b automated quoting flow tracks counter offers and ensures approvals for deeper discounts.
Technical Highlights
- Discount guardrails
- Approval workflows
- Status tracking per quote
New Business Opportunities
Prospects need an easy way to request pricing online. The B2B Quoting & Negotiation Module captures leads directly from the site and routes them to sales inside your b2b sales quoting software dashboard.
Technical Highlights
- Cart to RFQ flow
- Rep assignment
- Pipeline visibility
Complex Terms Negotiation
Some deals include special terms or bundled adjustments. Structured negotiation inside this sales quotation software prevents confusion over final agreed pricing.
Technical Highlights
- Message history log
- Line level edits
- Expiration dates
Stop Managing Quotes in Spreadsheets and Start Negotiating Inside Shopify
A Complete Operating Layer for B2B Quoting
Quote data model with Metaobjects
We model quotes and quote line items as structured entries so the B2B Quoting & Negotiation Module manages negotiation before order creation.
Admin dashboard for sales teams
Using admin extensions, we deliver a focused workspace for reps to manage RFQs and active negotiations inside this b2b sales quoting software.
Buyer portal integration
Customer account UI extensions power the My Quotes section so buyers can view, respond, and accept offers.
Storefront RFQ capture
The cart submits as RFQ using Storefront or Cart APIs, creating a new quote record in the B2B Quoting & Negotiation Module.
Draft order creation via Admin API
When accepted, the system creates a Draft Order through the Admin API, ensuring catalog pricing and terms remain aligned.
Notifications and event handling
Webhooks trigger updates when quotes are changed or accepted, keeping both buyer and rep informed.
How This B2B Quoting & Negotiation Module Improves B2B Sales Outcomes
Shorter negotiation cycles
Structured tracking reduces back and forth emails and speeds decision making.
Higher conversion from RFQs
Buyers can request quotes directly online, increasing qualified opportunities.
Protected margins
Approval rules and visibility prevent uncontrolled discounting.
Clear pipeline visibility
Status tracking helps reps prioritize and forecast more accurately.
Better buyer experience
A self-serve portal for quotes builds trust and reduces friction.
Choose Folio3 if…
Want Full Control Over Every Quote Before It Becomes an Order?
Trusted by 150 Plus Brands Across Global Markets for Complex B2B Commerce Builds
Ambitious Brands Endorse Folio3’s eCommerce Development Services
Terri Anne Meyer Head of Digital Marketing
We have been working with Folio3 since 2018. We are extremely fortunate to have found such a fantastic team of people. They are professional, organized, time-sensitive, and their work is stellar. Most recently, we needed support with dynamic schema mark-up and GA4 event integrations.
Omar M. Al-Midani Co-Chief Executive Officer
As you know our project is quite complicated & involves some fairly intricate customizations. Overall we are very happy with the progress so far. We feel that your team understands our requirements very well & also anticipates issues & provides effective solutions.
Dinara Etshman Project Manager
The Folio3 team is a pleasure to work with. During the project, they were responsive and their turnaround time was always stellar.
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Frequently Asked Questions
How is this different from Shopify draft orders?
Draft orders are one way. The B2B Quoting & Negotiation Module manages negotiation before order creation with full status tracking.
Can buyers initiate quotes from the storefront?
Yes. They can submit their cart as an RFQ, which starts a tracked negotiation.
Does it include approval rules for discounts?
Yes. Guardrails can require approval if discounts exceed defined thresholds.
Is this a full CRM?
No. It is focused b2b sales quoting software for managing the quote lifecycle, not a full CRM platform.
Can accepted quotes be converted automatically?
Yes. Once accepted, the system creates a Draft Order in Shopify.
Book a Hands-On Session for B2B Quoting & Negotiation Module
Experience how your sales teams can streamline complex negotiations with tracked RFQs, two-way messaging, and automated quote-to-order conversions. Stay aligned with your catalog rules and ensure full visibility at every stage.
