Quote Logic

1. What is Quote Logic?

A quote logic defines how the Request for Quote feature behaves in your store. It tells the app:

• Who can request a quote (customer group or segment)

• Which products can be quoted

• How and where the Quote button is displayed

You must create at least one quote logic for the quote feature to work. If you use Shopify Plus with both Default Store and B2B Store, you should create separate quote logics for each store type.

How to create a quote logic

1. In Shopify Admin, open the app.

2. Click Request for Quote in the left navigation.

3. In the Quote Settings section, click Set Up Logics, then Create New Logic.

4. If your store supports it, select the Store Type (Default or B2B).

5. A setup modal opens with 3 tabs:

   • Set Up Quote Visibility

   • Set Up Prices & Buttons

   • Customize Quote Form

   • Customize Quote Widget

You configure the logic across these four tabs.

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2. Conditions (products, collections, customers, tags, companies)

Conditions define when a quote logic applies:

• Which customers see the quote form

• Which products show the Quote button

These are set in the Set Up Quote Visibility tab.

2.1 General information (basic identity of the logic)

• Name

  • Internal name for the logic (e.g, “Wholesale – Summer 2025”, “VIP RFQ – Custom items”).

  • Used only in the app, not shown to customers.

• Status

  • Active – logic is live and applied on your storefront.

  • Inactive – logic is saved but not applied.

• Priority

  • A number from 0 to 99 that controls execution order when logics overlap.

  • 0 = highest priority (applied first).

  • Use lower numbers for the most specific or important logics.

2.2 Who can request a quote? (customer conditions)

You can choose which customer segment will see the quote form:

• All customers

  • Everyone sees the quote form (including visitors who are not logged in).

• Logged-in customers

  • Only logged-in users can request a quote.

  • Common for simple B2B setups where all logged-in users are considered B2B.

• Specific customers

  • Select individual customers from your customer list.

  • Useful for key B2B accounts or pilot customers.

• Customer tags

  • Only customers with specific tags see the quote form.

  • Examples: wholesale, VIP, b2b_customer.

When using Shopify B2B, your “specific customers” are typically company contacts, and you can still use tags to reflect company, region, or program (e.g. company_abc, region_eu).

2.3 Which products can be quoted? (product conditions)

You decide where the Quote button and form will appear:

• All products

  • Quote button appears on every product.

• Specific products

  • Manually select individual products.

  • Useful when only a few SKUs need quoting.

• Product collections

  • Apply the logic to one or more collections.

  • Ideal for custom, high-value, or B2B-only collections.

• Product tags

  • Show the quote option on products with certain tags (e.g. b2b, custom, quote_only).

You can combine product conditions with customer conditions to build very specific logic. For example:

• Only VIP customers can request a quote on the “Summer 2025” collection.

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3. Priority & conflict handling

When you have multiple quote logics, more than one logic may match the same product and customer. The Priority value decides which logic is applied.

Priority is set in Set Up Quote Visibility → General Information.

3.1 How priority works

• Priority is a number from 0 to 99.

• 0 = highest priority (most important / most specific).

• Logic with lower numbers is evaluated first.

If a product/customer combination is covered by several logics:

• The logic with the lowest priority number (e.g., 0, 1, 2…) is applied.

• Other matching logics with higher numbers are ignored for that view.

For Example – Global logic + VIP override

• Logic A

  • Name: “Global Wholesale RFQ”

  • Priority: 50

  • Customers: tag = wholesale

  • Products: all products

• Logic B

  • Name: “VIP – RFQ with special conditions”

  • Priority: 10

  • Customers: tag = vip

  • Products: all products

Result:

• A VIP customer (tag vip) also matches the global logic, but logic B has lower priority (10 vs 50), so logic B is applied.

3.2 Best practices

• Use clear names and numbers

  • Example:

    • 05 – VIP RFQ

    • 10 – Custom Items RFQ

    • 50 – Global B2B RFQ

• Make the most specific logic use the lowest numbers (highest priority).

• Start with one simple global logic, test it, then add more specific logics as overrides.

• Avoid multiple logics with the same priority that target overlapping customers/products, to keep behavior predictable.

With well-designed conditions and a clear priority scheme, Quote Logic lets you control exactly who can request quotes, on which products, and how the experience looks, even in complex B2B environments.