Using Shopify as a Quote Request Tool

Has anyone ever used Shopify to list products only and then use the cart to “request a quote” rather than to process an order? We would list products for $0 and ideally remove any pricing in the cart. Then when a user checks out it would generate an order which we would use for creating a custom quote. To do this we need to:

  1. Remove any pricing from the cart (can you do this? or, if not, can we use the css to make the color of it the same as the background so that it isn’t visable?

Thanks,

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It’s definitely possible with some heavy theme editing.

We don’t use the cart as you describe, but we have lots of “quote only” products where customers can “Request Pricing” instead of “Add to Cart”. It pops up a form that posts to a third-party endpoint. Now that Shopify forms can create metaobject entries, it’s probably possible to do everything natively within Shopify.

Regarding the “quote only” products, just be aware that Shopify product data leaks out in various places, including product JSON and JSON-LD. So those $0 prices can show up in unintended places.

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You can put a button in the cart page to submit the cart content to an external server, into a draft order, metaobjects, etc.

But i’d list the products at a retail price, while asking people to submit the request for a customized quote.

Another possibility is to make the products restricted to specific logged in customers only.

Liquid is your friend.

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If you are looking for an easy way to build a request a quote function, our app, Fish Wishlist, allows you to easily submit customer lists as a Draft Order/Quote.

Although it doesn’t live in the cart, customers can easily create multiple quote lists, select quantities and then submit their order as a draft for admin to review.

There is also some great stuff you can do with Shopify Flow to automate how you handle quotes (eg. automatically applying discounts, sending notifications to admin and sending invoices, passing data to Klaviyo). You can leverage this functionality regardless of whether you build out this functionality custom or use an app.

This is the app:

Hope that’s helpful.