---
title: Create A Call-For-Quote Shipping Method
description: How to Create A Call-For-Quote Shipping Method
---

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# Create A Call-For-Quote Shipping Method

## Set up a special shipping method that instructs customers to call for a final shipping quote for bulky or specialty items.

**Contents:**

- [How It Works](https://knowledge.intuitiveshipping.com/create-a-call-for-quote-shipping-method#how-it-works)
- [Create A Call-For-Quote Scenario](https://knowledge.intuitiveshipping.com/create-a-call-for-quote-shipping-method#create-call-for-quote-scenario)
- [Exclude Specialty Items From Other Shipping Methods](https://knowledge.intuitiveshipping.com/create-a-call-for-quote-shipping-method#exclude-specialty-items)

Are there times when you need to quote shipping after an order has been placed? This often happens when you sell bulky or oversized products that require special shipping arrangements, or when you have unique items with weight or dimensions that vary with each order and cannot be shipped using live carrier rates or even a standard rate table. With Intuitive Shipping, you can set up a shipping method that lets the customer complete their order while instructing them to contact you for the final shipping quote.

 

 

### How It Works

An order can't be fulfilled until the checkout process is completed. But what happens if you can't provide a cost for shipping in real-time? A 'call-for-quote' shipping method lets your customers finish checking out while giving them instructions to contact you to arrange for shipping.

This guide will show you how to restrict shipping based on **product tags**. Alternatively, you can use a different product condition type, like product name, product type, product SKU, or product collection. When a customer tries to order a product that requires a special shipping quote after the fact, it will be the only shipping method displayed at checkout, regardless of what else is in the cart.

To complete this setup, you’ll need **at least two Scenarios**: one for your 'call-for quote' shipping method and at least one for standard shipping.

 

 

### Create A Call-For-Quote Scenario

**1.** Click **Shipping** on the sidebar menu, then select **Scenarios** from the drop-down list.

![IS HS Menu - Scenarios](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Menu%20-%20Scenarios.jpg?width=670&height=313&name=IS%20HS%20Menu%20-%20Scenarios.jpg)

 

**2.** Click the **Create scenario** button.

![IS HS Scenarios - Create Another Scenario General Products](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Create%20Another%20Scenario%20General%20Products.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Create%20Another%20Scenario%20General%20Products.jpg)

 

#### General Settings

**1.** Enter a **Scenario title** like‘Call For Quote’.

![IS HS Scenarios - Edit Scenario Title](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Edit%20Scenario%20Title.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Edit%20Scenario%20Title.jpg)

**![KB Knowledge](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/KB%20Knowledge.png?width=55&height=55&name=KB%20Knowledge.png)**

Scenario titles are not visible to customers.

 

**2.** If you want the Scenario to be available right away, leave the **Scenario** **status** set to '**On**'. If you want to test it first before making it public, set it to '**Test**'. Remember to set it to 'On' once you've completed testing.

![IS HS Scenarios - Edit Scenario Status](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Edit%20Scenario%20Status.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Edit%20Scenario%20Status.jpg)

![KB Knowledge](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/KB%20Knowledge.png?width=55&height=55&name=KB%20Knowledge.png)While in Sandbox mode, the 'On' setting behaves the same as 'Test' until a billing plan is selected. Learn more about[how to test your Intuitive Shipping setup](https://knowledge.intuitiveshipping.com/test-your-setup?hsLang=en).

 

#### Conditions

**1.** Select **Set restrictions**.

![IS HS Scenarios  - Set Restrictions](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20%20-%20Set%20Restrictions.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20%20-%20Set%20Restrictions.jpg)

 

**2.** Leave **Condition match** set to '**All conditions**'.

![IS HS Scenarios - Conditional Free Shipping - Condition Match All](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Conditional%20Free%20Shipping%20-%20Condition%20Match%20All.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Conditional%20Free%20Shipping%20-%20Condition%20Match%20All.jpg)

 

**3.** Select the **product condition type**. For this example, we’re using ‘Product tag’. You can use any product condition that identifies products that can't receive a shipping cost in real time.

![IS HS Scenarios - Conditional Free Shipping - Condition Type Product Tag](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Conditional%20Free%20Shipping%20-%20Condition%20Type%20Product%20Tag.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Conditional%20Free%20Shipping%20-%20Condition%20Type%20Product%20Tag.jpg)

 

**4.** Leave the **condition logic** set to **equals**. 

![IS HS Scenarios - Product Vendor Equals](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Product%20Vendor%20Equals.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Product%20Vendor%20Equals.jpg)

 

**5.** Enter the product identifier you assigned to your oversized or unique products as the **condition** **value**. For this example, we’re using the product tag ‘bulky’.

![IS HS Scenarios - Enter Condition Value](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Enter%20Condition%20Value.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Enter%20Condition%20Value.jpg)

![KB Knowledge](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/KB%20Knowledge.png?width=55&height=55&name=KB%20Knowledge.png)Product tags are managed in your eCommerce platform's product information settings. Tags are not case sensitive.

 

**6.** Leave the **additional product setting** below the condition value set to **Any product**. As long as at least one item in the cart is tagged with the value entered in Step 5, the call-for-quote shipping method assigned to this Scenario will be displayed at checkout.

![IS HS Scenarios - Call For Quote Shipping - Additional Setting Any Bulky Tag](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Scenarios%20-%20Call%20For%20Quote%20Shipping%20-%20Additional%20Setting%20Any%20Bulky%20Tag.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Call%20For%20Quote%20Shipping%20-%20Additional%20Setting%20Any%20Bulky%20Tag.jpg)

 

#### Save Your Settings

**1.** Click the **Save** button to save your highest priority Scenario.

![IS HS Scenarios - Save New Scenario No Optional Settings](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Save%20New%20Scenario%20No%20Optional%20Settings.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Save%20New%20Scenario%20No%20Optional%20Settings.jpg)

![KB Knowledge](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/KB%20Knowledge.png?width=55&height=55&name=KB%20Knowledge.png)You must save the Scenario before you can add a shipping method. Each Scenario must have at least one shipping method assigned to at least one zone.

 

#### Add A Shipping Method

Customers must still be able to complete their checkout, even if the shipping cost will be quoted afterward. To make this work, you’ll need to set up a **free shipping method**, but include a clear disclaimer stating that shipping is not actually free and provide instructions for how the customer should contact you to receive their final shipping quote.

**1.** Click the **Create shipping method** button.

![IS HS Scenarios - Create Shipping Method](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Create%20Shipping%20Method.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Create%20Shipping%20Method.jpg)

 

#### Select A Free Shipping Service

The 'Select a service type' popup opens with 'Custom services' already expanded and 'Custom shipping rates' option pre-selected.

**1.** Select **Free shipping**.

![IS HS Scenarios - Create Scenario - Select Free Shipping](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Create%20Scenario%20-%20Select%20Free%20Shipping.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Create%20Scenario%20-%20Select%20Free%20Shipping.jpg)

 

**2.** Click the **Next** button at the bottom of the pop-up.

![IS HS Scenarios -  Create Scenario - Select Free Shipping Next Button](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Scenarios%20-%20%20Create%20Scenario%20-%20Select%20Free%20Shipping%20Next%20Button.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20%20Create%20Scenario%20-%20Select%20Free%20Shipping%20Next%20Button.jpg)

 

**3.** Select a **Zone**. If you have a lot of zones, type the zone name into the search field to narrow the list.

![IS HS Scenarios - Create Scenario - Select Zone](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Create%20Scenario%20-%20Select%20Zone.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Create%20Scenario%20-%20Select%20Zone.jpg)

 

**4.** Click the **Configure shipping** button.

![IS HS Scenarios - Create Scenario - Select Configure Shipping Button](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Create%20Scenario%20-%20Select%20Configure%20Shipping%20Button.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Create%20Scenario%20-%20Select%20Configure%20Shipping%20Button.jpg)

 

#### General

**1.** Enter a **shipping method title** like ‘Special Order - Call For Shipping Quote'.

![IS HS Call For Quote Shipping Method - Edit Shipping Method Title Special Order](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Call%20For%20Quote%20Shipping%20Method%20-%20Edit%20Shipping%20Method%20Title%20Special%20Order.jpg?width=670&height=313&name=IS%20HS%20Call%20For%20Quote%20Shipping%20Method%20-%20Edit%20Shipping%20Method%20Title%20Special%20Order.jpg)

![KB Knowledge](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/KB%20Knowledge.png?width=55&height=55&name=KB%20Knowledge.png)

Shipping method titles are visible to customers at checkout.

 

**2.** Set the **shipping method** **status** to '**On**'.

![IS HS Call For Quote Shipping Method - Status On](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Call%20For%20Quote%20Shipping%20Method%20-%20Status%20On.jpg?width=670&height=313&name=IS%20HS%20Call%20For%20Quote%20Shipping%20Method%20-%20Status%20On.jpg)

 

**3.** Enter a **description** like ‘SHIPPING NOT FREE: Please call to arrange special shipping for these items’. We recommend limiting your description to 90 characters or less to ensure it displays properly on the checkout page.

![IS HS Call For Quote Shipping Method - Edit Description Shipping Not Free](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Call%20For%20Quote%20Shipping%20Method%20-%20Edit%20Description%20Shipping%20Not%20Free.jpg?width=670&height=313&name=IS%20HS%20Call%20For%20Quote%20Shipping%20Method%20-%20Edit%20Description%20Shipping%20Not%20Free.jpg)

 

Descriptions are displayed below the shipping method title at checkout.

![IS HS Shopify Checkout - Shipping Method Description Example](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Shopify%20Checkout%20-%20Shipping%20Method%20Description%20Example.jpg?width=670&height=313&name=IS%20HS%20Shopify%20Checkout%20-%20Shipping%20Method%20Description%20Example.jpg)

 

 

#### Additional Display Settings

Additional display settings are available for **custom delivery times** and **service codes**.

- **Delivery times** are displayed at checkout and help manage expectations for customers.
- **Service codes** are not displayed to customers, but get pushed to your fulfilment service, if applicable) once a checkout is successfully completed.

If you don't require custom delivery times or service codes, skip ahead to [Free Shipping Threshold](https://knowledge.intuitiveshipping.com/create-a-call-for-quote-shipping-method#call-for-quote-free-shipping-threshold).

 

To edit delivery times and service codes:

**1.** Click **Show additional display settings** then adjust the display settings as needed.

![IS HS Free Shipping Methods - Show Additional Display Settings](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Free%20Shipping%20Methods%20-%20Show%20Additional%20Display%20Settings.jpg?width=670&height=313&name=IS%20HS%20Free%20Shipping%20Methods%20-%20Show%20Additional%20Display%20Settings.jpg)

 

#### Free Order Threshold

A free shipping method applies to any order that meets the parent Scenario’s conditions. Additionally, you can limit when free shipping is available by setting a threshold. However, since this shipping method is not actually free, **you can skip** **free shipping threshold**.

 

#### Optional Settings

Optional settings for **custom shipping blending** and **rate blending** give you further control of your custom shipping rates at checkout. These settings are not required for this setup.

 

#### Save Your Settings

**1.** Click the **Save** button to save your call-for-quote shipping method.

![IS HS Call For Quote Shipping Method - Save Button](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Call%20For%20Quote%20Shipping%20Method%20-%20Save%20Button.jpg?width=670&height=313&name=IS%20HS%20Call%20For%20Quote%20Shipping%20Method%20-%20Save%20Button.jpg)

 

 

### Exclude Specialty Items From Other Shipping Methods

Now that you have a shipping method that only displays when at least one product in the cart requires a shipping quote, you’ll need to ensure that all other shipping methods are set to display only when no unique or special shipping products are in the cart.

**1.** Click **Shipping** on the sidebar menu, then select **Scenarios** from the drop-down list.

![IS HS Menu - Scenarios](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Menu%20-%20Scenarios.jpg?width=670&height=313&name=IS%20HS%20Menu%20-%20Scenarios.jpg)

 

**2.** Click **Edit** beside your general Scenario. 

![IS HS Scenario - Call For Quote Shipping -  Edit General Scenario](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Scenario%20-%20Call%20For%20Quote%20Shipping%20-%20%20Edit%20General%20Scenario.jpg?width=670&height=313&name=IS%20HS%20Scenario%20-%20Call%20For%20Quote%20Shipping%20-%20%20Edit%20General%20Scenario.jpg)

 

**3.** Select **set restrictions**. If your general Scenario already has conditions, this is already set correctly.

![IS HS Scenarios  - Set Restrictions](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20%20-%20Set%20Restrictions.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20%20-%20Set%20Restrictions.jpg)

 

**4.** Leave **Condition match** set to **All conditions**.

![IS HS Condition Groups - Condition Match All](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Condition%20Groups%20-%20Condition%20Match%20All.jpg?width=670&height=313&name=IS%20HS%20Condition%20Groups%20-%20Condition%20Match%20All.jpg)

 

If your general Scenario already has conditions, you'll need to 'Add another condition' before completing the next steps. 

**5.** Select the **product condition type**. For this example, we’re using ‘Product tag’. You can use any product condition that identifies products that can't receive a shipping cost in real time.

![IS HS Scenarios - Conditional Free Shipping - Condition Type Product Tag](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/Help%20Center/IS%20HS%20Scenarios%20-%20Conditional%20Free%20Shipping%20-%20Condition%20Type%20Product%20Tag.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Conditional%20Free%20Shipping%20-%20Condition%20Type%20Product%20Tag.jpg)

 

**6.** Change the **condition logic** to **does not equal**. 

![IS HS Scenarios - Condition Logic -  Product Tag Does Not Equal](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Scenarios%20-%20Condition%20Logic%20-%20%20Product%20Tag%20Does%20Not%20Equal.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Condition%20Logic%20-%20%20Product%20Tag%20Does%20Not%20Equal.jpg)

 

**7.** Enter the **product identifier** you assigned to your controlled products as the **condition value**. For this example, we’re using the product tag ‘controlled’.

![IS HS Scenario - Call For Quote Shipping  -  Product Tag Condition Does Not Equal Bulky](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Scenario%20-%20Call%20For%20Quote%20Shipping%20%20-%20%20Product%20Tag%20Condition%20Does%20Not%20Equal%20Bulky.jpg?width=670&height=313&name=IS%20HS%20Scenario%20-%20Call%20For%20Quote%20Shipping%20%20-%20%20Product%20Tag%20Condition%20Does%20Not%20Equal%20Bulky.jpg)

![KB Knowledge](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/KB%20Knowledge.png?width=55&height=55&name=KB%20Knowledge.png)Product tags are managed in your eCommerce platform's product information settings. Tags are not case sensitive.

 

**8.** Change the **additional product setting** to **All products**. This means there can be no products in the cart tagged with the value entered in Step 7.

![IS HS Scenarios - Call For Quote Shipping - Additional Setting All Bulky Tag](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Scenarios%20-%20Call%20For%20Quote%20Shipping%20-%20Additional%20Setting%20All%20Bulky%20Tag.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Call%20For%20Quote%20Shipping%20-%20Additional%20Setting%20All%20Bulky%20Tag.jpg)

 

#### Save Your Settings

**1.** Click the **Save** button to update your general Scenario.

![IS HS Scenarios - Controlled Shipping - Save Updated General Scenario](https://knowledge.intuitiveshipping.com/hs-fs/hubfs/IS%20HS%20Scenarios%20-%20Controlled%20Shipping%20-%20Save%20Updated%20General%20Scenario.jpg?width=670&height=313&name=IS%20HS%20Scenarios%20-%20Controlled%20Shipping%20-%20Save%20Updated%20General%20Scenario.jpg)

 

You don’t need to edit the shipping methods assigned to your general Scenario. They will continue to display as usual **as long as there are no specialy 'call for quote' items in the cart**.

 

**2**. Repeat [all the steps above](https://knowledge.intuitiveshipping.com/create-a-call-for-quote-shipping-method#exclude-specialty-items) for any additional Scenarios you want hidden when a specialy product is ordered.

 

 

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