- Real project · our own product
- B2B wholesale & distribution
- eCommerce
- Automation
Building TackQuote, our B2B quoting app
Wholesale buyers were stuck in email threads and sellers retyped accepted quotes into Shopify. We built TackQuote to put Request a Quote on the storefront and turn every accepted quote into a Shopify draft order.
- Client
- Intelligize Digital (our product)
- Scope
- Shopify app, buyer portal, integrations
- Status
- Live on the Shopify App Store
- Platforms
Shopify
WooCommerce
BigCommerce
At a glance
Challenge
B2B buyers asked for prices by email, sellers built quotes in spreadsheets, and accepted quotes were typed into Shopify again by hand.
What we built
Quote buttons inside the merchant’s own theme, a seller-side builder with quantity breaks and approval rules, and a branded portal where buyers accept and sign.
Outcome
Draft orders that land in Shopify the moment a buyer accepts. TackQuote is live on the Shopify App Store.
Before and after
| What | Before | After |
|---|---|---|
| Price requests | Asked for by email | Quote buttons inside the merchant’s own theme |
| Building the quote | In spreadsheets | A seller-side builder with quantity breaks and approval rules |
| Accepted quotes | Typed into Shopify again by hand | Draft orders that land in Shopify the moment a buyer accepts |
A gap in how Shopify sells to trade buyers
Shopify is built for a shopper who pays at checkout. Trade and wholesale buyers want a price for their quantity first, and often need sign-off before they commit. Merchants were filling that gap with email.
Quotes lived in inboxes
B2B buyers asked for prices by email, sellers built quotes in spreadsheets, and accepted quotes were typed into Shopify again by hand. Nothing tied the request, the quote and the order together.
Quote where the buyer already is
Quote buttons inside the merchant’s own theme, a seller-side builder with quantity breaks and approval rules, and a branded portal where buyers accept and sign.
Read the detailHide the detail: Quote where the buyer already is
From request to draft order
Request a Quote, Add to Quote, a floating quote cart, quantity breaks, approval rules, a buyer portal with e-signature, an RFQ inbox, analytics and draft orders that land in Shopify the moment a buyer accepts.
Read the detailHide the detail: From request to draft order
Live, with more platforms on the way
TackQuote is live on the Shopify App Store, with a Free plan of 25 quotes a month and no card needed, paid plans from $29 a month and an optional one-time 14-day Basic trial. It is also a WordPress.org plugin for WooCommerce, a Wix App Market app and a free OpenCart Marketplace extension, and it connects to BigCommerce through a store API account. In all there are 83 native connectors across stores, ERPs, CRMs, accounting, payments and shipping.
Why we built TackQuote the way we did
A quoting app can be built a dozen ways. These four choices shaped how TackQuote works today.
Read the detailHide the detail: Why we built TackQuote the way we did
Quote blocks that follow the theme
A quote button that looks bolted on makes trade buyers hesitate. On Shopify, TackQuote’s quote blocks pick up the theme’s fonts, buttons and inputs, and merchants place them in the theme editor like any other block: Add to Quote and Request a Quote on product pages, a quote-the-whole-cart option and a floating quote list.
For trade-only catalogues, prices can be hidden, or shown only to buyers who are logged in.
Accepted quotes become orders
The old way ended with someone retyping an accepted quote into the store. On Shopify, the moment a buyer accepts, TackQuote creates a draft order with the negotiated prices, and the seller sends the invoice when ready.
On other platforms TackQuote creates the order type each one expects.
Approval rules for big discounts
Sales teams discount; finance wants to know who agreed to it. Approval rules route large discounts to a manager before the quote goes out, and the approval stays on the quote. The quote builder also checks bundles against rules and applies volume tiers from price books.
In the old email thread, the same approval was a reply nobody could find.
A portal buyers can use on a phone
Buyers review, comment, accept and sign in a branded portal, on any device, through one link per quote. It replaces the “quote v3 FINAL (2)” attachment and the question of which version is current.
Reminders go out on their own, so follow-ups no longer rely on memory.
What happens when a buyer accepts, platform by platform
Quoting isn’t only a Shopify problem, so TackQuote didn’t stay a Shopify-only app. Each platform has its own idea of an order, and TackQuote creates the one that platform expects.
Read the detailHide the detail: What happens when a buyer accepts, platform by platform
ShopifyAccept →A draft order
With the negotiated prices. Send the invoice when you’re ready.
WooCommerceAccept →Checkout or Net terms
The buyer checks out the accepted quote, or uses Net terms.
BigCommerceAccept →A checkout cart or net-terms order
Works on Essentials, Plus, Pro and Enterprise stores, without B2B Edition.
Magento 
ShopwareAccept →An order
Created straight from the accepted quote.
- Then, for finance
- Order in your store
- Tax calculatedAvalara
- Signed quote attachedE-signature
- Sales order to ERPNetSuite / Odoo / SAP B1
- Invoice syncedXero
Platform behaviour as described on the TackQuote page. Building connectors like these for client stores is part of our ERP integration and app development work.
Built for buyer data
Quotes carry negotiated prices and buyer details, so the security basics went in from the start.
Read the detailHide the detail: Built for buyer data
Tenant isolation
Each workspace’s data is kept apart at the row level.
Multi-factor sign-in
MFA for the seller’s team.
IP allowlisting
Limit access to your own network.
Single sign-on
SAML or OIDC on the Enterprise plan.
Signed webhooks
HMAC-SHA256 signatures, plus a REST API.
Stack used
- Shopify
HubSpot
Odoo
Xero
Salesforce
Zoho
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