Sales workflows

Quote & Approval Studio

Keep pricing, approvals, and customer communication aligned.

The challenge

Teams using Shopify for commerce still need consistent quote workflows, approvals, and exception handling before purchase.

The result

The app centralizes quote requests, automates approval steps, and helps teams move from commercial discussion to revenue without friction.

Draft and send professional customer quotes
Approval steps tied to discount thresholds and account access
Brandable templates for project and account pricing
Simple handoff from quote to order conversion