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.

app.uncap.com/quotes
Quotes Preview · drop a Quotes screenshot
Category
Quote-to-cash
Works with
Shopify B2B · ERP pricing
Typical deploy
4–6 weeks
Built on
Shopify
01 The problem

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

Today
  • Buyers request a price, then wait days for a rep to build a quote by hand.
  • Account pricing and volume breaks live in someone's head or a side sheet.
  • Approved quotes get re-keyed into the cart, where the numbers quietly drift.
With Uncap Quotes
  • Buyers configure and price themselves against their own negotiated terms.
  • Quotes become carts in one click — no re-keying, no drift.
  • Reps step in only to approve exceptions, not to assemble every 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.

Is this just Shopify's native draft orders?

It builds on Shopify B2B but goes further — self-serve configuration, account pricing logic, approval routing, and quote versioning that draft orders don't handle.

Can buyers quote without a rep?

Yes — that's the point. Buyers self-serve against their own terms; reps only touch exceptions.

Where does pricing come from?

From your ERP or Shopify price lists. Quotes applies the right account-specific logic at request time.

Do quotes expire?

Each quote carries a validity window and version history, so stale pricing never converts.