LogoSectionly
  • Blog
  • Docs
  • About
Explore Apps
  1. Home
  2. Solutions
  3. Quote Request Forms
B2B

Quote Request Forms

Turn your Shopify store into a quote-first B2B channel with no-code quote request forms, hidden pricing, and qualified lead capture.

Last updated June 15, 2026·6 min read

For many B2B Shopify merchants, the real problem is not getting traffic — it is getting the right buyers to start a serious conversation. Standard ecommerce checkout is built for fast self-serve purchases, but wholesale and custom orders usually need volume-based pricing, account approval, product discussions, shipping coordination, or internal buyer sign-off. When every visitor sees retail-style pricing and a checkout button, merchants either lose qualified buyers who are not ready to purchase outright, or they waste time handling mismatched inquiries through email.

That is where Sectionly helps. Instead of forcing a B2B buying process into a DTC storefront, Sectionly gives merchants a no-code way to guide buyers toward a quote request. The primary solution for this use case is Sectionly: AI B2B Wholesale, which lets merchants replace checkout with quote request forms, hide or lock pricing, and create customer-specific catalogs and pricing without custom development. Combined with Sectionly's theme-safe sections, this makes Shopify far more practical for wholesale, trade, and complex-order selling.

Why standard Shopify checkout falls short for B2B

A normal Shopify product page assumes the customer should see the price, choose a quantity, and buy immediately. That works for simple products, but it breaks down when your team needs to qualify buyers, review order details, or tailor pricing. In B2B, a quote request is often the first real conversion, not the completed checkout.

Common friction points include:

  • Prices should not be public because they depend on account type, order volume, or negotiated terms.
  • Buyers need approval before they can view a full catalog or place larger orders.
  • Orders are rarely standard and may include packaging requests, delivery notes, custom configurations, or recurring purchasing needs.
  • Sales teams need context so they can respond to serious leads with the right pricing and next steps.

Without a dedicated quote-first flow, merchants often stitch together contact forms, password pages, and manual email follow-up. That creates an inconsistent experience for buyers and extra admin work for the team. If you are already researching ways to hide pricing on Shopify or set up request a quote workflows, the issue is usually the same: Shopify needs a more B2B-native path to conversion.

How Sectionly creates a quote-first buying journey

Sectionly's approach is practical: instead of rebuilding your theme or hiring a developer, you add no-code functionality that changes what the buyer sees and what action they take. The goal is to turn product and collection pages into a controlled lead capture system for B2B sales.

A typical setup looks like this:

  1. Replace direct checkout with quote request forms. Buyers can submit the products they need instead of being pushed into a retail checkout flow that does not fit their purchasing process.
  2. Hide or lock pricing for visitors, guest users, or unapproved accounts so sensitive wholesale pricing is not exposed publicly.
  3. Show customer-specific catalogs and pricing once a buyer is approved, so different segments can see the products and terms relevant to them.
  4. Add B2B-ready sections to explain ordering steps, minimums, lead times, account requirements, or trade program details directly on the storefront.
  5. Capture qualified lead details at the moment of intent, giving your sales team clearer information to review and respond to.

This matters because the site starts doing more of the qualification work upfront. Instead of a buyer sending a vague "Can I get wholesale pricing?" email, they can request a quote tied to actual products, quantities, and account needs. That shortens the gap between interest and a useful sales conversation.

Real merchant scenarios where quote request forms convert better

Quote request forms are especially valuable when price and order terms cannot be standardized for every visitor. Sectionly works well in situations where buying is consultative, account-based, or volume-driven rather than purely transactional.

Examples include:

  • Manufacturers and industrial suppliers that sell components, parts, or bulk goods where quantities, shipping, and account terms affect the final price.
  • Custom product sellers that need buyers to specify materials, dimensions, branding, or packaging before a firm quote can be issued.
  • Trade and wholesale brands that want to gate access to collections and show different pricing to retailers, distributors, or repeat accounts.
  • Large catalog stores that need to separate public browsing from approved-buyer access so the wrong audience does not see every product or price.

Imagine a packaging supplier on Shopify. A retail-style product page with public pricing may confuse distributors who buy in pallet quantities and need freight quotes. With Sectionly, the merchant can hide public prices, present a quote request form instead of checkout, and use B2B-ready sections to explain minimum order quantities, production timelines, and account approval. The result is a cleaner path for serious buyers and fewer low-intent inquiries.

Another example is a brand selling fixtures or commercial equipment. A buyer may need ten units for one location and fifty for another, each with different delivery requirements. In that case, quote requests are more useful than immediate checkout because they capture the sales context. Merchants exploring broader B2B solutions or comparing Shopify integrations often find that this kind of storefront control matters more than adding more generic contact tools.

Why no-code sections matter as much as the quote form

The quote form is the conversion point, but the content around it does a lot of the selling. Buyers need to understand how your wholesale process works before they submit an inquiry. Sectionly helps here by making it easier to add sections that support B2B conversion without editing theme code.

Useful sections often include:

  • Wholesale program explainer with account eligibility, order minimums, and lead times.
  • Process steps showing how quote review, approval, and fulfillment work.
  • Catalog access messaging that explains why certain prices or collections are locked.
  • Trust-building content such as trade terms, production capabilities, or service areas.

This is important because B2B buyers usually do more evaluation before they convert. A strong quote-first page does not just ask for contact details; it answers the questions that would otherwise slow down the inquiry. Merchants who also sell configurable or personalized products may pair this approach with resources on Shopify product personalization or custom options, but the core B2B requirement is still the same: guide buyers toward a structured request instead of a mismatched checkout.

Who this is best for

Sectionly is best for Shopify merchants who need more control over who sees pricing, how buyers access catalogs, and what counts as a conversion. It is especially useful for teams that want to improve lead quality without taking on a full custom build.

It is a strong fit for merchants who:

  • Sell wholesale, trade, distributor, or account-based products.
  • Need to hide prices until a buyer is approved or logged in.
  • Want to replace checkout with quote requests for some or all products.
  • Have a sales process that depends on reviewing quantity, business type, or account requirements before sending pricing.
  • Need a theme-safe, no-code way to update B2B landing pages and product journeys.

In short, Sectionly helps Shopify merchants treat quote requests as a real conversion path rather than an afterthought. For B2B stores, that is often the difference between a storefront that merely displays products and one that actively qualifies buyers, supports the sales team, and turns complex inquiries into better opportunities.

Key features

Quote Request Forms Instead of Checkout

Replace the default retail checkout path with quote request forms when buyers need custom pricing, volume terms, or account review. This is ideal for wholesale, trade, and project-based orders where the first conversion should be an inquiry, not a payment.

Hidden and Locked Pricing

Hide prices from public visitors or lock them behind approved customer access when wholesale pricing should not be visible to everyone. This helps merchants protect margin-sensitive rates and prevent unqualified buyers from treating a B2B catalog like a retail storefront.

Customer-Specific Catalogs and Pricing

Show different products or pricing to different buyer groups once they are approved. This works well for brands serving distributors, retailers, and repeat business accounts that each need their own catalog view or negotiated terms.

B2B-Ready No-Code Sections

Add sections that explain account approval, order minimums, lead times, and how the quote process works without editing theme code. This helps merchants turn product and landing pages into clearer sales tools for buyers who need more context before submitting an inquiry.

Qualified Lead Capture

Capture buyer intent through structured quote requests tied to actual products and purchasing needs. This gives sales teams better information up front than a generic contact form, especially for merchants handling custom, bulk, or account-based orders.

Frequently asked questions

Can I use quote request forms instead of checkout on Shopify?

Yes. Sectionly: AI B2B Wholesale is designed for exactly that use case, letting you replace the standard purchase path with quote request forms for B2B inquiries. That is useful when pricing depends on volume, account status, or project requirements. Instead of forcing buyers through checkout, you can capture a structured request that your team can review and respond to properly.

How does hidden pricing work for wholesale customers?

You can hide or lock pricing so public visitors do not see wholesale rates before they are approved. This is helpful for merchants that want to protect account-specific pricing or keep trade catalogs private. Once customers are approved, you can show the right catalog and pricing for that buyer segment instead of exposing the same information to everyone.

Do I need a developer to set up a B2B quote flow with Sectionly?

No, the main advantage is that the setup is no-code and designed to work without editing theme files directly. Merchants can add B2B-ready sections, control how pricing is shown, and direct buyers into quote requests without a custom build. That makes it much easier to launch and refine a wholesale flow as your sales process evolves.

Is this only for large wholesale businesses?

No. It is just as useful for smaller merchants that are starting to receive trade inquiries or custom bulk requests and need a cleaner way to manage them. If your pricing is not one-size-fits-all, or if not every visitor should go straight to checkout, a quote-first setup can make your store more effective even at an earlier stage.

Will quote request forms reduce conversions compared with checkout?

For retail purchases, removing checkout can hurt conversions, but for B2B it often improves the quality of conversion because the right action is an inquiry, not an immediate sale. A qualified quote request gives your team product interest, buyer intent, and account context to work from. The goal is not more low-intent orders; it is more relevant leads that fit how B2B buying actually happens.

Maintained by the Sectionly team · Information based on official Shopify App Store listings

Ready to try it yourself?

Turn your store into a B2B channel: quote requests, hidden pricing and gated catalogs.

Get it on the Shopify App Store

Related guides

  • How to Hide Prices on Shopify (Wholesale / B2B)
  • How to Add a Request a Quote Button to Shopify

Related solutions

B2B and Wholesale Selling on Shopify

Turn your Shopify store into a quote-first B2B channel with no-code wholesale sections, hidden pricing, and qualified lead capture.

AI B2B Wholesale

Turn retail checkout into a B2B lead engine with quote requests, hidden pricing, and wholesale workflows built for Shopify.

Affiliate and Ambassador Landing Pages

Build affiliate and ambassador landing pages that convert — without touching theme code.

Announcement Bars and Promo Banners

Add announcement bars and promo banners to Shopify in minutes with theme-safe, no-code sections that stay fast and easy to manage.

BFCM and Holiday Sale Pages

Build high-converting BFCM and holiday sale pages on Shopify with theme-safe, no-code sections — no developer or page-builder bloat required.

Blog and Content Pages

Build better Shopify blog and content pages with theme-safe, no-code sections that are easy to add, fast to maintain, and designed to convert.

LogoSectionly

AI-powered Shopify apps that help merchants sell more

Email
Solutions
  • Product Customization
  • Store Design
  • Sales & Conversion
Resources
  • Blog
  • Documentation
  • Guides
  • Free Tools
  • Integrations
  • Solutions
  • Alternatives
Company
  • About
Ecosystem
  • RIJOY
  • Geoly
  • ShopifySkills
Legal
  • Cookie Policy
  • Privacy Policy
  • Terms of Service
© 2026 Sectionly All Rights Reserved.