E-commerce
August 26, 2026
Are you selling wholesale or B2B on Shopify, and every price request gets lost in your inbox? Your sales reps reply too late, prospects abandon their carts, and you have zero visibility into what is actually being negotiated. AI Request a Quote, Hide Price replaces your displayed prices with a multi-step request form, captures intent via WhatsApp or phone, and relies on an AI to score each lead before creating a draft quote. Your team then negotiates line by line and converts everything into a Shopify order, with no re-entry or spreadsheets required. Designed for wholesale merchants under $25 million in GMV who want to hide their prices without paying for Shopify Plus or deploying a heavy CPQ, the tool synchronizes activity to HubSpot, Klaviyo, Slack, or Teams to manage every opportunity in real time.
Summary
Why hide your prices instead of displaying them clearly
Displaying a public price on a B2B SKU means losing all negotiating leverage before even making contact. Your major accounts instantly compare with the competition, your margins shrink, and your sales representatives spend their time justifying discounts instead of building a relationship. By hiding the price behind a "Request a Quote" button, you turn every click into a qualified opportunity: the visitor must fill out a form, provide their purchasing context, and wait while your team evaluates volume, history, and urgency.
This approach works particularly well for industrial parts distributors, specialized equipment brands, or textile catalogs that mix retail and wholesale on the same Shopify store. Instead of managing two separate storefronts, you simply segment by customer group or product tag, and the tool automatically toggles between visible prices and inquiry flows. The result: a single platform, a single synchronized inventory, and a consistent experience for everyone, without degrading your conversion rate on the retail side.
Convert over 2,000 customers on average per month with Qstomy.
The world’s 1st Shopify AI dedicated to customer conversion
Empowering 200+ e-commerce merchants
How the multi-step request funnel works
The visitor clicks on "Request a Quote" and enters a multi-step form: name, company, expected volume, desired delivery date, and sometimes estimated budget. AI Request a Quote collects each field and can offer an alternative capture via WhatsApp for international buyers or a phone number if the project is urgent. This flexibility prevents the user from abandoning because they prefer to chat live rather than filling out a long questionnaire.
Once submitted, the form triggers an intent score calculated by the AI: it cross-references declared volume, contact history if they already exist in Shopify, and urgency of the request to classify the lead as hot, warm, or cold. Your sales representatives receive the notification in Slack, Teams, or HubSpot, complete with the full profile and a pre-filled draft quote that they can adjust line by line before sending the final proposal. No more copying and pasting from a spreadsheet or proofreading a draft email at 11 PM.
Masking rules: product, tag, collection, or customer group
You decide exactly which items go into quote-only mode. Tick a "wholesale" tag on your high-volume SKUs, and only those products will display the "Request a quote" button instead of the price. Or set up a rule per collection: everything in "Professional Equipment" automatically switches over, while your retail line keeps displayed prices and a classic shopping cart. This granularity saves you from creating a separate B2B store or juggling complex liquid themes.
Filtering by customer group goes even further: a non-logged-in visitor sees normal retail prices, while an account tagged "Reseller" or "Wholesaler" in Shopify triggers the request flow as soon as they log in. You thus manage a single storefront for multiple sales channels, controlling the experience from your order management system without duplicating catalog or inventory. The tool applies rules on the fly, with no visible latency for the buyer.
AI lead scoring to prioritize sales follow-up
Not all quote requests are created equal: some come from a major account ready to order 500 units tomorrow, others from a curious browser comparing without a budget. The integrated AI analyzes declared volume, purchase history if known, desired timeframe, and data consistency to assign a priority score. Your sales representatives immediately see which opportunity to handle first, instead of responding in chronological order and letting the big fish slip away.
This automatic sorting becomes essential as soon as you receive more than five requests per day. A team of two to four people can thus manage dozens of RFQs per week without being overwhelmed by notifications, focusing their energy on high-value cases. The score is synced back to HubSpot or your CRM to enrich the contact record and feed your nurturing campaigns: lukewarm prospects receive educational content, while hot prospects go straight to negotiation.
Line-by-line negotiation and conversion into a Shopify order
Once the draft quote is generated, the sales representative opens the negotiation interface: each line contains the product reference, requested quantity, suggested base price, and margin. They adjust the discount, add additional options, modify the delivery terms, and then send the proposal by email with a validation link. The prospect clicks, accepts, or requests an adjustment, and the exchange remains tracked in the opportunity history.
As soon as the agreement is validated, the tool transforms the quote into a native Shopify order: the items join the classic fulfillment workflow, the inventory updates, billing is triggered, and parcel tracking starts just like for any online sale. You avoid double entry, transcription errors, and the gap between the CRM and the store, centralizing all activity in a single order management system. Your accounting remains synchronized and your performance reports naturally include B2B revenue.
HubSpot, Klaviyo, Slack, and Teams synchronization for real-time management
AI Request a Quote pushes every request to the tools you already use. New RFQ in HubSpot? The contact card is automatically enriched with the requested volume and the AI score. Slack notification in the sales team's dedicated channel? The direct link to the draft quote accompanies the message. Teams alert for the manager who wants to monitor velocity? A daily summary compiles the number of requests, average response time, and quote-to-order conversion rate.
Klaviyo retrieves events to trigger automatic follow-up campaigns: a prospect who has not validated their quote within 48 hours receives a reminder email with a slightly improved offer; a customer who has already converted three quotes enters a VIP segment and benefits from a preferential rate on their next request. This orchestration between quote requests, CRM, and email marketing transforms every interaction into a growth lever, without manual intervention at every step.
Typical use case: industrial parts distributor with under 15 million GMV
Imagine a distributor selling bearings, seals, and fasteners to workshops and factories. A catalog of 2,000 references, an average cart value of $800, and three in-house sales representatives who handle follow-ups and negotiations. Before AI Request a Quote, every request came in by email: the prospect would send a list in PDF format, the sales rep would look up the SKUs in Shopify, type the quantities into an Excel spreadsheet, manually calculate the discount and shipping, and then send back a signed PDF quote. Average turnaround time: two business days, with a risk of error on references or outdated pricing.
With the tool, the prospect clicks on "Request a Quote" from the product page, fills in the volume and requested date, and the AI prioritizes the request as high if the amount exceeds $5,000. The sales rep receives a notification in Slack, opens the pre-filled draft, adjusts the discount based on the customer's history, and sends the proposal in less than thirty minutes. Quote-to-order conversion is tracked by SKU and by sales rep, thus optimizing the overall conversion rate of the site. The result: a 60% productivity gain on the sales cycle and increased customer satisfaction thanks to the responsiveness.
Mixed DTC and wholesale use case for a textile brand
An apparel brand sells directly at retail prices and also offers a wholesale option for multi-brand boutiques. It uses a single Shopify site with two customer groups: "Retail" displays MSRP prices and the classic shopping cart, while "Wholesale" triggers the quote request flow on products tagged "pro". A boutique shopper sees the price, adds to cart, and pays by credit card; a retailer logs in, clicks "Request a Quote", specifies the number of pieces per size, and receives a negotiated offer within a few hours.
The merchandiser manages both channels from the same back-office, without duplicating product pages or images. Stocks are shared in real-time between retail and wholesale, preventing overselling or stockouts. International buyers who prefer WhatsApp submit their request via the dedicated button and receive the quote by instant message, reducing friction and abandonment. The brand maintains a unified visual identity, unlike multi-platform solutions which fragment experience and data.
Field feedback: responsive support but demanding initial configuration
The ten analyzed reviews highlight the availability of support: CSS adjustments resolved in several rounds, button label modifications carried out in less than five minutes via a shared URL, and thorough troubleshooting when notification emails fail to send. The agents take the time to explain each setting and propose workarounds if the Shopify theme imposes display constraints. The price-masking overlay integrates cleanly and maintains the store's overall appearance, without breaking the layout or slowing down loading times.
The downside: email delivery sometimes fails upon installation and requires a support session to correct a webhook or SMTP setting. The initial setup proves to be more complex than the documentation suggests, especially if you want to combine multiple masking rules or customize form fields. Plan for a half-day of onboarding with the technical team to avoid unpleasant surprises and ensure that every request reaches your CRM from the very first day of production.
Integrations and GDPR compliance to secure prospect data
Beyond HubSpot, Klaviyo, Slack, and Teams, the tool connects Mailchimp, SendinBlue, Omnisend, and Zapier to enrich your automation scenarios. A lead who requests a quote but does not convert joins a nurturing sequence in Mailchimp; a successful conversion triggers a Zapier process that updates your ERP or sends a fulfillment slip to the warehouse. This modularity allows you to plug AI Request a Quote into your existing stack without rewriting your business processes.
On the compliance side, the application respects GDPR: consent captured in the form, data stored on European servers if you configure it, right of access and erasure implemented via the admin interface. You can export the list of quote requests in CSV format for audits or annual purging, and the tool logs every modification of a prospect file to guarantee traceability. Essential if you are targeting European businesses concerned about the protection of sensitive commercial information, especially in regulated sectors.
Qstomy: automate parcel tracking, customer accounts, and return policies while your team negotiates
AI Request a Quote excels in the inquiry funnel and quote-to-order conversion, but as soon as the B2B order goes into preparation, your buyers ask the same questions as a retail customer: "Where is my delivery?", "How do I change my billing address?", "What is your return policy on wholesale orders?". Mobilizing a sales representative to answer these repetitive requests eats away at your margin and slows down new negotiations.
Qstomy takes over as soon as the order enters Shopify: the AI agent guides the buyer to real-time parcel tracking, reminds them of B2B-specific return conditions, suggests an upsell on complementary consumables, and handles simple after-sales requests without human tickets. While your team focuses on complex quotes and key accounts, Qstomy maintains satisfaction and responsiveness in after-sales service, reducing the support workload by 40% and increasing the average basket size thanks to contextual recommendations. More than a hundred Shopify merchants already trust it with product navigation, cross-selling, and customer service to free up sales time and boost conversion at every stage of the journey.
In summary: who should adopt AI Request a Quote and how to get started
Choose AI Request a Quote if you are a B2B or wholesale Shopify merchant with under $25 million in GMV, you want to gate your prices without paying for Shopify Plus or deploying a heavy CPQ, and you have a small sales team ready to negotiate online. Move along if you run on another platform, if you need punchout catalogs for corporate procurement, or if you already use Salesforce CPQ or DealHub.
Hide prices by product, tag, collection, or customer group to control who sees what.
Capture requests via multi-step form, WhatsApp, or phone to cover all buyer profiles.
Let AI score each lead so your sales reps prioritize hot opportunities.
Negotiate line by line in the dedicated interface and convert the validated quote into a native Shopify order.
Sync activity to HubSpot, Klaviyo, Slack, or Teams to manage the pipeline and follow-ups in real time.
In brief
AI Request a Quote transforms your Shopify store into a quote machine: hidden prices based on your rules, a smart form that qualifies each request, AI that scores and prioritizes leads, smooth negotiation, and direct conversion to order. Ideal for industrial distributors, wholesale brands, and specialized resellers who want to professionalize their B2B sales cycle without leaving the Shopify ecosystem. Plan for technical support at the start to configure emails and webhooks, then enjoy a measurable productivity gain from the first few weeks, by centralizing everything into a single platform instead of juggling between spreadsheet, CRM, and merchant site.
FAQ
Can I mix displayed prices and quote requests on the same store? Yes, configure rules by tag, collection, or customer group so that some products show the price and others trigger the request form.
Does AI completely replace my sales reps? No, it scores leads and generates a draft quote; your teams adjust discounts and conditions before sending the final proposal.
Do validated quotes become real Shopify orders? Absolutely, the tool converts each agreement into a native order to trigger preparation, billing, and package tracking without re-entry.
What happens if notification emails do not go out? Contact support right after installation to check the webhook and SMTP configuration; this is a common blocker that is resolved in a single session.
Enzo
August 26, 2026
