Creating quotes | RevLogic

When a call turns into a sale, RevLogic lets your sales team build the order without leaving the customer’s card. The thing they build is a quote.

Quote → draft order → order

RevLogic uses three words for three different things, and it’s worth being precise about them:

Quote — what your sales team builds in RevLogic while they’re on the phone: line items, quantities, the prices you agreed, notes, and tags.
Draft order — what the quote becomes in Shopify the moment your rep sends it. It’s a completely standard Shopify draft order, under Orders → Drafts.
Order — what Shopify creates when the draft is completed or the invoice is paid, exactly as it does today.

RevLogic never invents a parallel order system. It gives your team a faster, better-informed place to build the quote, and then hands a normal Shopify draft order back to you. Invoicing, payment collection, taxes, and fulfillment are unchanged.

Starting a quote

Click New quote on any customer — from their card on the Dashboard, or from a row in the Customers table. Winback entries take you to that customer’s card on the Dashboard, where the same New quote button is waiting. RevLogic uses what it already knows about that customer to skip the manual data entry.

What happens next depends on one setting: Quote screen in Settings, which is on by default.

Why use the quote screen instead of a native draft order

Shopify’s own draft-order screen works, but it wasn’t designed for someone with a customer on the phone. The quote screen is:

Faster. Nothing reloads when you change a quantity or a price — the line total and subtotal update as you type. On a long multi-line quote that’s roughly half the time of building the same thing natively.
Name-your-price. Type the unit price you agreed on the call. Shopify’s native screen only lets you discount off the catalog price and work backwards to the number you promised.
Customer intelligence in the screen. Their purchase history, order cycle, and churn context sit beside the cart, so your team can see what this account usually buys while they’re building the quote.
AI cross-sell recommendations in the screen. A Goes with this quote section suggests add-ons from your store’s real basket history, plus a Frequently ordered quick-add list from this customer’s own history. Native draft orders show nothing.
B2B contract pricing, live. Each company location’s contract prices and quantity price breaks are shown as the quote is built — on any Shopify plan.
Prefilled. Customer details and reorder suggestions load automatically. No copying details between tabs.
The call context in front of you. Who to ask for, their email and phone, and the shipping and billing addresses the order will use — the same details a native draft order shows, without leaving the screen.
PO numbers, discount codes, and quote tags, captured in the screen and carried onto the draft order.
Auto-logged. Every quote lands on the customer’s activity timeline.

The quote screen (default)

With the quote screen enabled, New quote opens RevLogic’s dedicated screen for that customer. It includes:

A Customer card with the account’s call context: the contact to ask for (linked through to their page in Shopify), their email and phone, the company and location on a B2B account, the order count, and the addresses on file.
Product search across your catalog.
Customer intelligence alongside the quote, so you can see what they usually buy while you build the cart.
Cross-sell recommendations — a “Goes with this quote” section that suggests add-ons based on your store’s real basket history.
Your own price and discount on each line, set as you add the item, so you can quote and adjust as you talk.
Contract pricing for B2B accounts, shown on every price on the screen.
A PO number, discount codes, and quote tags, under Quote details.
A single-click handoff to Shopify’s payment collection with Create quote & collect payment.

This screen works whether or not the customer has an intelligence profile, so you can use it for brand-new accounts too.

What the totals show

The quote screen shows a subtotal — your line prices and any per-line discounts you’ve applied. Taxes and shipping are calculated by Shopify when the quote becomes a draft order, because that’s where your store’s real tax rules, customer tax exemptions, and shipping rates are applied.

Contract pricing on B2B accounts

For accounts that use Shopify B2B (companies and company locations), the quote screen shows that location’s contract prices — the same prices the draft order will bill. Whenever your base catalog price differs from what this customer actually pays, the catalog price appears struck through next to it, so your team can see the discount they’re already giving.

You’ll see contract prices in product search, on the line items, in the Frequently ordered quick-add list, and on cross-sell suggestions. The subtotal adds up the contract prices, not the catalog prices.

If the location’s price list includes quantity price breaks, the first few are listed with the product (for example 10+ @ $75.00 · 50+ @ $70.00), and a line re-prices itself as soon as you change its quantity past a break — handy for “take fifty and I can do better on the price.” Every break in the price list is used for the pricing, even where only the first few are listed on screen. In Frequently ordered, the price on each row is the price at the quantity that row’s Add button will add.

You can still name your own unit price, exactly as you can for a non-B2B customer. You type it in the Configure item dialog that opens when you pick a product from search — along with the quantity and any line discount. Items you add straight from Frequently ordered or a cross-sell suggestion go in at the contract price; to price one of those yourself, remove the line and add the product again from search.

A price you name is the price that reaches the draft order, and the screen then strikes through the contract price you moved away from instead of the catalog price — so it’s always clear what you’re comparing against, even after a quantity change moves the line onto a different break. Leave the price alone and the location’s price list prices the line.

Occasionally the contract prices can’t be looked up — a brief Shopify hiccup, for instance. When that happens the screen keeps working on base catalog prices and the note at the top says so, so nobody quotes a number by mistake. While prices are showing like that, a unit price you type is not sent to the draft order either: RevLogic can’t tell your price apart from a catalog price without the contract prices to compare against, so it lets Shopify’s price list price the line rather than risk billing above the customer’s contract. Reload the screen to try again.

PO numbers, discount codes, and tags

If the customer reads out a purchase order number, type it into the PO number field under Quote details. It’s saved on Shopify’s own purchase order field on the draft order — not buried in the notes — so it appears on the invoice and anywhere else Shopify shows a PO number. This works for every account, B2B or not.

If the customer gives you a discount code, add it under Quote details. RevLogic attaches the code to the draft order and Shopify applies it on the draft order — so the subtotal on the quote screen doesn’t include it. If the quote turns out not to be eligible for that code, Shopify skips it. Either way you’ll see the real result on the draft order in your admin.

Tags land on the draft order in Shopify, so you can filter and report on the quotes your team takes by phone. Each tag can be up to 40 characters, and you can paste several at once separated by commas.

Alongside any tags your team types, RevLogic adds a RevLogic tag to every draft order it creates — including the native fallback drafts described below. Filter on it under Orders → Drafts to see everything your team quoted by phone, separately from drafts created anywhere else. RevLogic also records which staff member built each quote on the draft order, so the attribution survives onto the order when the draft is completed.

The native draft order fallback

If you turn the quote screen off in Settings, New quote creates a standard Shopify draft order instead, without the quote screen in between. You get two choices under Native fallback behavior:

Create prepopulated draft order — a Shopify draft with the customer’s name, email, and address already filled in, plus a placeholder line item to replace with the real products. Best for skipping data entry.
Open blank new order screen — the standard Shopify draft page with nothing filled in. Best if you like to start from scratch or pick a different customer at order time.

Where the draft lands in Shopify

However you start it, the quote is created as a draft order in your Shopify admin, under Orders → Drafts. RevLogic opens it there for you so you can finish, collect payment, or send an invoice using Shopify’s normal tools.

For accounts that use Shopify B2B (companies and company locations), RevLogic creates the draft against the right purchasing company and location rather than an individual customer, so contract pricing and terms apply correctly — and match the prices your sales team quoted on the quote screen.

It’s logged automatically

Every quote you start from a customer is recorded on their activity timeline as a “Quote” entry, so you and your team can see the account’s full history — calls, notes, and quotes — in one place. You can hide quote entries from the timeline with the “Show quotes” toggle if you prefer a cleaner view.

Your very first quote also checks off a step in the Home setup guide, so you know the feature is working end to end.

Next steps

Cross-sell recommendations and pitch chips — get more into each quote.
The merchandising strategy matrix — steer what your team offers.