Why HVAC and heating sells on quotes, not carts
Furnaces, heat pumps, mini-splits, boilers, and rooftop units are picked by spec, not impulse. An installer needs the right tonnage, BTU rating, voltage, refrigerant, and accessory kit before anyone talks price, and contractors buying several units expect a quote they can attach to a job estimate. A plain “Add to cart” button does not fit that buying motion. It also exposes list pricing you may not want public when you run contractor tiers or project pricing.
ShopQuotes handles this without you editing theme code. You add a native Request a Quote button or popup to the products that should be quoted, and optionally hide price and the buy button on those items. The installer submits specs and quantities, and the request lands in your ShopQuotes dashboard as a real Shopify draft order.
From spec request to paid order
Once a request comes in, you build the quote inside Shopify, adjust line items and pricing, then send a branded Live Quote page. The contractor opens it, sees the exact configuration and price, accepts, and pays through native Shopify checkout. No PDF back-and-forth, no separate invoicing tool, no re-keying the order.
Because every quote is a draft order, inventory, taxes, customer records, and reporting stay inside Shopify where your team already works.
| Step | What happens |
|---|---|
| Request | Installer submits specs and quantity from a product page |
| Draft order | Request becomes a real Shopify draft order automatically |
| Live Quote | You send a branded page by email, link, or PDF |
| Payment | Contractor accepts and pays via Shopify checkout |
Send from your own domain and track everything
On the Grow plan you can send quotes from your own email domain (Gmail, Outlook, SendGrid, Resend, or any SMTP), so a contractor sees the quote arrive from your company, not a third party. You also get reusable branded templates, a custom quote domain, and PDF quotes for buyers who forward paperwork to a purchasing department.
Every quote carries open, click, and conversion analytics. You can see whether a contractor opened the quote for a 5-ton package unit, which follow-up to send, and which quotes actually convert. That is the difference between a static RFQ form and a CRM for quotes that helps you build, track, and send.
Plans and what they cost
- Launch (free): up to 5 Live Quotes, unlimited quote requests, hide price and add to cart, request-a-quote form builder, convert requests to draft orders, analytics.
- Grow ($19/mo): up to 25 Live Quotes, 100 emails/mo, branded templates, custom quote domain, PDF quotes, Zapier, no ShopQuotes branding.
- Scale ($49/mo): unlimited Live Quotes, unlimited email, priority support.
Paid plans include a 30-day free trial, billing runs through Shopify in USD, and there is no commission on orders. Full details are on the pricing page.
Industrial and equipment sellers already run this way. PLG Automation and Premium Saunas use ShopQuotes for spec-heavy, quote-first products, the same pattern HVAC and heating distributors need.
Getting started
Install ShopQuotes from the Shopify App Store, add the Request a Quote button to your heating equipment, and start converting requests into draft orders on the free plan. If you want the wider context, see how this fits wholesale and B2B selling or read what a request a quote flow is on Shopify.