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Uncap Quotes

Quote to cash,
self-serve.

Uncap Quotes turns your catalog into instant, account-specific quotes, buyers configure, price, and check out themselves, and reps stop rebuilding the same quote in a spreadsheet.

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Uncap Quotes / Dashboard

Dashboard

Export + Create quote
Quote activity
May 1 - May 28
7d 30d 90d
Quotes sentRequestsRejections 177 quotes · 228 requests
0 16 31 47 May 1May 5May 9May 13May 17May 21May 25May 28
Monthly quotes
42
+18.3% vs last month
Quote revenue
$128,400
+24.1% vs last month
Quote to cash
68%
-2.4 pts vs last month
Today's requests
4 requests waiting for review
View all requests →
Quote ID Time Company Customer Items Total Status
QR-1041 09:14 Midwest Fabrication LLC DW Dale Wojcik 24 $2,184.00 New
QR-1040 08:51 Rust Belt Welding Supply SP Stan Petryk 20 $2,160.00 New
QR-1037 16:48 Great Lakes Industrial SL Sandra Liu 31 $4,620.00 In review
QR-1034 09:55 Birch Run Manufacturing TM Travis McCready 9 $1,080.00 Converted to quote
Built for
Quote to Cash
Designed for
Works with
Shopify B2B
01 The problem

Every quote is a spreadsheet, an email thread, and a rep's afternoon.

Trade portal: wholesale & fleet pricing on auto parts Trade accounts · Apply for NET-30
Uncap Store
Catalog
Account ▾
My Quotes 4
Active quote
QT-draft · Redline Auto Group · TIER A
4 items
BP
Akron Ceramic Brake Pad Set (Front)
×60 @ $53.00 $3,180
AI
K&N 63-Series Cold Air Intake
×8 @ $351.00 $2,808
SH
Bilstein 5100 Ride-Height Shock
×20 @ $116.00 $2,320
FL
WeatherTech FloorLiner (Front Row)
×30 @ $108.00 $3,240
Subtotal$11,548
TIER A -10%-$1,155
Total$10,393
Expires in 14 days · version 1
2 Cart
Uncap Uncap PRO
NET-30 TIER A
Logged in as Marcus @ Redline Auto Group
Filter Products
Price range
$5 $400
Brand
Availability
Product type
Showing 1-8 of 1,240

All Products

Sort: Relevance ▾
All productsBrakesSuspensionEngineExhaustInteriorWheels & Tires
BP-2210 · Brakes
Akron Ceramic Brake Pad Set (Front)
$58.90 ✓ Added
AI-630 · Engine
K&N 63-Series Cold Air Intake
$389.99 ✓ Added
SH-5100 · Suspension
Bilstein 5100 Ride-Height Shock
$129.00 ✓ Added
FL-110 · Interior
WeatherTech FloorLiner (Front Row)
$119.95 ✓ Added
SP-0870 · Engine
Iridium Spark Plug Set (8pk)
$64.00 + Quote
EX-4400 · Exhaust
Stainless Performance Muffler 3in
$189.00 + Quote
OF-2200 · Engine
High-Flow Oil Filter (2pk)
$24.00 + Quote
WT-1750 · Wheels
17x8 Flow-Formed Alloy Wheel
$215.00 + Quote
02 How it works

Three steps, then it just runs.

A clear path from setup to live, no black box, no surprise scope.

01

Configure

Buyers build the order against live, account-specific pricing and availability.

02

Quote

A branded quote generates instantly, with approvals routed where they're needed.

03

Convert

An approved quote becomes a Shopify cart and order in a single click.

What's inside

Account pricing

Negotiated prices, tiers, and volume breaks applied automatically.

Branded quotes

Clean, shareable quote documents generated on the fly.

Approval routing

Send exceptions to the right approver, skip the rest.

Expiry & versions

Quotes carry validity windows and a full revision history.

One-click convert

Approved quotes turn straight into Shopify orders.

ERP-aware

Pricing and terms pull from the systems you already trust.

03 Common questions

Answers, before you ask.

What is Uncap Quotes?

Uncap Quotes is a quote management app for Shopify that runs the full configure, price, quote (CPQ) workflow natively inside the Shopify admin. It is built by Uncap, a Shopify Platinum Partner and Shopify Expert since 2013. Sales teams build, send, and track quotes, revise them without losing version history, and convert an approved quote into a Shopify order in one click. It is built for business-to-business (B2B) merchants who sell by quote rather than by standard checkout.

How does B2B quoting work on a Shopify store?

B2B quoting works by letting a sales team send a buyer a custom price and terms, negotiate, and convert the agreed quote into an order. Uncap Quotes handles this inside Shopify: the team builds a quote from the same admin they already use, sends it in minutes, and tracks where it stands. Buyers can review and respond, and once a quote is approved it becomes a Shopify order in one step, so nothing gets re-keyed into a separate system.

Can you manage quotes in Shopify without a separate CPQ platform?

Yes. Uncap Quotes runs the configure, price, quote workflow directly on Shopify, so merchants do not need to bolt on a standalone CPQ platform. The quote building, revisions, negotiation, internal review, and approval all happen inside the Shopify admin, and the buyer-side quote experience matches the storefront. This keeps one source of truth for orders instead of splitting the workflow across Shopify and an outside tool.

What happens to an approved quote in Uncap Quotes?

An approved quote in Uncap Quotes becomes a Shopify order in one click. The workflow keeps full version history as a quote is revised, so the team never rebuilds a quote from scratch or loses track of what changed. Negotiation and approvals move through the same system, with guardrails in place, and the final approved version converts straight into a Shopify order. This removes the manual re-entry that usually sits between a closed deal and a placed order.

Who is Uncap Quotes for?

Uncap Quotes is for Shopify B2B merchants whose sales process includes sending quotes, negotiating, and approving before an order is placed. It fits operators, sales managers, and sales reps who run a quote-to-order workflow and want it inside Shopify instead of a separate quoting or CPQ tool. It works for businesses that need custom pricing and approval steps without adding another platform to maintain.

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