A buyer can attach a file on a Shopify quote request, and that file arrives with the merchant email. Request a Quote and Hide Price lets you add a file upload to the quote form, along with the other contact, shipping, and custom fields you configure. Customer-uploaded files are attached to the merchant’s email and linked in both the merchant email and the customer email. The app is fully free in the catalog.
The catalog does not name a list of allowed formats, and it does not publish a size cap. Ask the buyer for the kind of file your team can open, and test one real upload to the inbox that will receive it. Do not promise a format or a megabyte limit the product catalog does not state.
Add the upload to the quote form
The request is a three-step modal. The buyer selects products for the quote cart, fills the fields you built, and reviews before send. The form builder is where you add, remove, and relabel contact fields, shipping fields, and custom elements. File upload is one of those custom elements. A message or textarea field can sit beside it so the buyer explains what the file is for.
Put the upload on the form only when a person on your team will open the attachment. A required file with no one assigned to read it becomes a stalled quote. Label the field with the instruction you want the buyer to follow, in the language they use, such as “drawing of the part” or “photo of the space.” The catalog supports 15 storefront languages for the quote experience. The words on the field are still the words you type.
- File upload: a field on the quote form the buyer can use during the request.
- Merchant email: the uploaded file is attached to that message.
- Both emails: the file is also linked in the merchant email and the customer email.
- Quote record: the submission still creates the quote and its line items, and it can open the portal link for the buyer.
What the catalog does not specify
Made-to-order shops often want a drawing, a photo, or a document. Whether a given extension is accepted is not listed in the catalog. Whether the buyer can send several files, and whether a file can be larger than a particular size, is not listed either. The honest storefront note is the one you can stand behind after a test: the file you successfully sent to yourself arrived on the merchant email.
This quote form is not the upload field in a separate form-builder app. That other product has its own allowlist behavior. Do not copy those rules onto this quote form. If you only need a general contact form with an attachment, and you do not need hide-price or quote negotiation, the quote app may be the wrong tool. If you need the file on the same request as the products being quoted, add the field here.
The catalog does not say the buyer and the merchant can both upload files back and forth on the portal. It says customer-uploaded files are attached to the merchant email and linked in both emails. Chat on the portal is for the quote conversation. Treat files as part of the original request unless a test shows a later upload that you have personally completed.
Handle the file after it arrives
Open the merchant email and the attachment, then open the quote in the admin so the line items and the note match the file. The portal is where the buyer later accepts, rejects, counters, or chats. The price you offer should account for what the file shows. When you accept a counter-offer, the negotiated total recalculates on the PDF. The file from the request remains the reference for what you are quoting. It is not automatically a new page inside that PDF unless you see it there on your test.
Name a person who checks the attachment before anyone clicks accept. A quote can move to Accepted and then to a draft order with shipping, tax, a deposit schedule, and NET 7, 15, 30, 60, or 90. Those steps price and bill the job. They do not review the attachment for you.
Test with a file you can open
- Add the file field and a short message field to the quote form.
- Submit a quote from the storefront with a small file your team already knows how to open.
- Confirm the file is attached to the merchant email and linked in the customer email.
- Open the quote in the admin and confirm the products and the message arrived with it.
- If a second file type fails, tell buyers the types you have seen succeed. Do not publish a format list the catalog does not provide.
Keep the test file ordinary. If the inbox or the app rejects it, you have learned something about your stack before a customer does. The catalog still will not have gained a published size cap from that one result, so describe the result as your test, not as a product limit.
Questions about quote file uploads
Where does the file go?
Customer-uploaded files are attached to the merchant email and linked in both the merchant email and the customer email.
Is there a published size limit?
The catalog does not name a size cap. Test a file that resembles what buyers will send, and keep the instruction on the form aligned with what that test accepted.
Can the buyer attach a file without an account?
Yes, when the optional login gate on Add to Quote is off. The file is part of the three-step quote form, and the buyer can later open the quote through the portal token.
Add the file field, send yourself one attachment, and read it from the merchant email before you invite buyers to upload. The form sits in Request a Quote and Hide Price. The listing is Request a Quote and Hide Price.