1. What is Request for quote?
Request for quote lets your customers ask for custom pricing on the products and quantities they're browsing, instead of placing an order right away. They fill in a short form, and the request is sent straight to you as a lead - no order or checkout is created.
⚠️ Note: By default, Request for quote is only available to logged-in B2B (company account) customers. As of version 2.2.0, you can also open it to tagged customers, all logged-in customers, or everyone - see "How to offer quotes to non-B2B customers?" below.
Once enabled, a "Request quote" button becomes available in:
- Quick order list
- Bulk order
- Cart page
- Cart drawer
- Collection order view (the Quick order layout of the Product grid section, for B2B customers who haven't been approved for pricing yet)
- Product information, Product three columns, Quick view, and Product showcase - once you add the Quote request link block (version 2.2.0+, see below)
2. Location & Setup
To turn on Request for quote:
- Go to "Online Store" > "Themes" > "Customize".
- Click the Theme settings tab (gear icon).
- Open the setting group for your theme version:
| Your theme version | Where to find it |
| 2.2.0 and later | Theme settings > Quote request (its own setting group, right below Products) |
| 2.1.0 | Theme settings > B2B features > Quote request |
💡 Not sure which version you have? Go to Online Store > Themes - the version number is shown on your theme.
⚠️ Using version 2.1.0? Request for quote is only available to B2B customers, and the setting group only has Request for quote and Notes field message. Apply to customers, Customer tags, Min quantity to request quote, Button label, and the Quote request link block need version 2.2.0 or later.
3. Setting group overview
| Config | Purpose |
|---|---|
| Request for quote | Turns the "Request quote" button on or off across the whole store. Off by default. |
|
Apply to customers (2.2.0+) |
Who can see the "Request quote" button: B2B customers (default), Customers with tags, Logged in customers, or All customers. |
|
Customer tags (2.2.0+) |
Only shows when Apply to customers is Customers with tags. Enter the exact customer tags, separated by commas. If left empty, no customer can request a quote. |
|
Min quantity to request quote (2.2.0+) |
The minimum quantity per item a non-B2B customer must request (default: 10). Only applies to non-B2B customers. |
|
Button label (2.2.0+) |
The button text non-B2B customers see (default: Get bulk pricing). B2B customers always see "Request quote". |
| Notes field message | Helper text shown above the Notes field in the Quote request form (e.g. asking for a delivery timeline). Leave blank to hide the helper text. Only shows once Request for quote is turned on. |
4. Common Use Cases
🤔 How to turn on Request for quote?
STEP 1: Open the setting
Go to Online Store > Themes > Customize, click the Theme settings tab (gear icon), then go to Quote request (on version 2.1.0: B2B features > Quote request).
STEP 2: Turn on the button
Toggle on Request for quote. The "Request quote" button will now appear for B2B customers in Quick order list, Bulk order, Cart page, Cart drawer, and Collection order view. To change who can see it, set Apply to customers (see the next use case).
STEP 3: Customize the Notes field message (optional)
Enter a short message in Notes field message - it appears above the Notes field in the popup, to guide customers on what to include (e.g. "Please share your delivery timeline, preferred terms..."). Leave it blank if you don't want any helper text.
STEP 4: Click "Save" when done.
🤔 How to offer quotes to non-B2B customers?
Available from version 2.2.0.
Want retail or wholesale customers without a B2B company account to ask for bulk pricing too? Here's how:
STEP 1: Choose who can request a quote
In Theme settings > Quote request (with Request for quote turned on), set Apply to customers to:
- Customers with tags - only logged-in customers whose account has one of the tags you enter in Customer tags (separate tags with commas). If the field is empty, nobody can request a quote.
- Logged in customers - any customer who is signed in.
- All customers - everyone, including guests.
STEP 2: Set the rules for non-B2B customers
- Min quantity to request quote - the minimum quantity per item (default: 10). If a customer enters less, the form shows "Bulk pricing requires at least [min] per item you request."
- Button label - the text on their button (default: Get bulk pricing).
STEP 3:
Click "Save" when done.
🔍 Information: B2B customers keep the standard experience - the button always reads "Request quote" and no minimum quantity applies to them. With Customers with tags, a B2B customer only sees the button if their account has one of the tags.
🤔 How to add a Quote request link to product pages?
Available from version 2.2.0.
Want customers to request a quote straight from a product? Add the Quote request link block:
STEP 1: Add the block
- Product information and Quick view: click "Add block" in the section and choose Quote request link.
- Product three columns and Product showcase: add it inside the Product details block (or Product purchase in Product three columns). You'll find it under the B2B group.
STEP 2: Customize the link
- Button label - only applies to non-B2B customers (default: Get bulk pricing); B2B customers see "Request quote".
- Button style - Primary, Secondary, Text link (default), or Direction link.
- Button size - Small, Medium, or Large.
- In Product three columns and Product showcase, you can also set the block's Padding per device.
STEP 3:
Click "Save" when done.
🔍 Information: The block only shows when Request for quote is turned on and the customer matches Apply to customers. Clicking it opens the same Quote request form, pre-filled with the product the customer is viewing.
🤔 What happens when a customer requests a quote?
Clicking "Request quote" from any supported location opens a popup pre-filled with the products the customer was already looking at:
🔍 Information: Inside the "Request for quote" popup
- Product list: Every product and variant carried over from where the customer clicked "Request quote", each showing its image, name, inventory status, price, and a quantity field they can still adjust. Products with multiple variants can be expanded to edit each variant individually, and any row can be removed with the delete icon.
- Quantity rules & volume pricing still show as a guide (e.g. "Inc: 3, Min: 3, Max: 99") but aren't enforced - since this is a quote request, not an order, customers can enter any quantity they want a price for.
- Sold-out and pre-order items can still be included in a request.
- Contact Information: Company name, Email, and Phone number are required; Contact name, Company address, and Additional information are optional. The Notes field message you set up shows as helper text above the Notes box.
- A footer note reminds customers that "Only items with quantity greater than 0 will be included and sent to request quote."
Once the customer clicks "Request quote" at the bottom of the form, they see a confirmation message ("Quote request sent - We've received your quote request. Our store will review it and get back to you with pricing soon."), and you receive an email with the product list, quantities, and the customer's contact details. No order is created and no stock is deducted.
5. Change logs
Version 2.2.0 - October 2026
- Changed – Own setting group: Quote request moved from B2B features to its own Quote request group in Theme settings.
- New – Apply to customers: Open quote requests to Customers with tags, Logged in customers, or All customers - not only B2B customers. Non-B2B customers get their own Min quantity to request quote and Button label.
- New – Quote request link block: Show a "Request quote" link or button on product pages (Product information, Product three columns), in Quick view, and in Product showcase.
Version 2.1.0 - September 2026
- New - Request for quote: Lets B2B customers request custom pricing on bulk quantities from Quick order list, Bulk order, Cart page, Cart drawer, and Collection order view.
6. Support Information
Need help? Contact our support team at Omni Themes Support
