What is Quati: Smart Discounts (and when does it make sense to use it)?

Quati: Smart Discounts is a Shopify app that allows you to create smart discounts based on advanced rules , going beyond the limitations of the platform's native discounts.

While Shopify allows you to create simple discounts (percentage, fixed value, or free shipping), Quati adds strategic layers of logic , allowing the discount to be applied only when certain conditions are met —such as payment method, customer type, B2B or B2C, or specific cart rules.

In practice, Quati helps retailers use discounts as a conversion and margin tool , and not just as a generic promotion.

What problem does the coati solve?

In Shopify stores, it's common to face challenges such as:

• Encourage lower-cost payment methods (such as Pix or boleto) without having to offer discounts on all orders.
• Restricting discounts to specific products, collections, or scenarios prevents loss of profit margin.
• Create distinct rules for B2C and B2B clients without duplicating campaigns or creating manual exceptions.
• Avoid the uncontrolled accumulation of discounts , which generates inconsistencies at checkout.
• Communicate clearly at checkout when the discount is active — and what the customer needs to do to qualify.

Quati addresses these issues by allowing discounts to be conditional, strategic, and fully controlled , as well as visible at the most critical moment of the journey: the purchase decision .

The app integrates with Shopify's Discounts area and Checkout Extensions to control exactly when and how discounts appear and are applied at checkout — focusing on increasing conversions and, in some cases, reducing costs (for example, by encouraging payment methods with lower fees).

Step-by-step: how to install and configure Quati in your Shopify store

1. Installing Quati on Shopify

1. Go to the Shopify App Store and search for Quati: Smart Discounts
2. Click Install
3. Log in to your Shopify store (if prompted).
4. Review the permissions and confirm the installation.

After installation, Quati will be available at:
Shopify Admin → Apps → Quati: Smart Discounts

2. Understanding the structure of the coati

When you access the app, you'll notice that Quati works with two main functionalities :

1) Advanced discounts (smart coupons)
To create more complex discounts than Shopify natively allows, such as:

• Product + order + shipping on the same coupon
• Rules by customer, shopping cart, or purchase type.

2) Discounts by payment method
To automatically apply a discount when the customer chooses a specific payment method (e.g., Pix or bank slip), with visible messages at checkout.

3. Creating an advanced discount (smart coupon)

Step 1 — Create the discount

1. Within Quati, click on Discount coupons and then on Create Discount.
2. Choose whether the discount will be:

• Automatic , applies directly at checkout or
• By code (manual coupon)

3. Define an internal name for the discount (it won't be visible to the customer).

Step 2 — Define the type of discount

On the same coupon, you can combine:

• Product Discount
• Order Discount
• Shipping Discount (free or discounted shipping)

👉 This is one of Quati's great differentiators:
In standard Shopify, you need to create a coupon for each type .
Here, everything can be enjoyed at the same discount .

Step 3 — Choosing products or collections

You can specify where the discount will be applied:

• All products
• Specific products
• Specific collections

📌 Note:

• It is possible to apply by collection.
• There is no practical limit on the number of products (the technical limit is high).
• If you want to apply this to everyone, simply select the global option.

Step 4 — Shopping cart rules (optional)

Quati allows you to apply additional rules, such as:

• Minimum quantity of products in the cart
• Validation based on specific products
• Minimum order subtotal

These rules help to:

• Protect margin
• Encourage an increase in average ticket price.

Step 5 — Customer Eligibility

Here you define who can use the discount :

• All customers
• Specific customers
• Customers with tags
• Separation between B2C and B2B
• Shopping:
  • One-time
  • Subscription
  • Or both

👉 These filters don't exist in this form in Shopify's standard discount .

Step 6 — Usage Limits

You can control:

• Total number of coupon uses
• Single use per customer
• No limit (open campaigns)
  

Step 7 — Combining with other discounts

Specify if the coupon can be combined with:

• Other product discounts
• Order discounts
• Shipping discounts

This prevents conflicts at checkout and discounts from accumulating uncontrollably.

Creating discounts based on payment method (Pix, bank slip, etc.)

This feature is used to encourage specific payment methods , usually those with lower operating costs.

Step 1 — Create a discount by payment method

1. Access the Discount area via Payment.
2. Define:

• Internal name
• Code displayed at checkout
• Discount amount:
• Percentage
• Or fixed value
  
  

Step 2 — Define your audience (B2C / B2B)

Just like with advanced coupons, you can choose:

• If the discount applies to B2C
• For B2B
• Or for both

Step 3 — Choose where the discount applies.

You can specify whether the discount by payment method applies to:

• Specific products
• Specific collections
• Specific variants

This control is very useful when:

• Some products cannot be discounted.
• The discount for Pix payments, for example, only applies to part of the catalog.

Step 4 — Message at checkout (a major differentiator)

Quati allows you to display messages directly at checkout, such as:

• Pay with Pix and get a 5% discount.
• "Switch your payment method and save money"

These messages help the customer understand the benefit at the time of decision .

📌 All of this configuration is done within the app , without needing to manually adjust the checkout process.

Step 5 - Configure the payment method position (index)

This is the most important point for the discount to work correctly.

In Quati, you will see a field called "payment method position".
It indicates which item from the checkout payment methods list Quati should look at.

How to configure:

1. Go to the checkout area of ​​your store.

2. During the payment process, pay attention to the order of the payment methods (e.g., Pix, Card, Boleto…)

3. In Quati, enter the number corresponding to the position of the desired method in the list.

Practical example (checkout order):

1. Credit card

2. Pix

3. Payment slip

➡️ If you want a discount on Pix, the index would be 2 .

📌 Important:

• If you change the order of payment methods (or install/remove gateways), this position may change.
• If the position is incorrect, the discount may not apply even with all the settings correct.

Important:

After saving the discount, add the discount extension by payment method to your store's checkout for the rule to work correctly.

Important limitations (attention!)

• Automatic discounts created by apps are limited to 25 active discounts per store (Shopify rule).
• Manual discounts (via code) are not included in this limit.
• Some features, such as discounts based on payment method at checkout, are only available to Shopify Plus merchants, as they depend on access to Checkout Extensibility.
  
  

Frequently Asked Questions about Quati on Shopify (FAQ)

1. What is Quati and what is its purpose in Shopify?

Quati is a Shopify app that allows you to create smart discounts with advanced rules , such as combining product, order, and shipping discounts into a single coupon, as well as rules per customer, cart, and payment method.

2. Does Quati work with any Shopify plan?

Quati works on most Shopify plans, but some advanced features , such as discounts by payment method with messages at checkout , may require Shopify Plus .

3. Can I create a discount using Pix or boleto on Shopify using Quati?

Yes.
Quati allows you to create automatic discounts by payment method , such as Pix or boleto, applied directly at checkout when the customer chooses that payment method.

4. Does the discount for payment method appear automatically at checkout?

Yes.
When configured correctly — including the payment method position and extension at checkout — the discount is automatically applied when the correct method is selected.

5. Can I combine product discount, order value, and shipping cost on the same coupon?

Yes.
Unlike Shopify's native discounts, Quati allows you to combine multiple discount types into a single coupon .

6. Does Quati allow different rules for B2C and B2B clients?

Yes.
It's possible to create specific discounts for B2C or B2B , as well as use customer tags to control who can apply the discount.

7. Does the discount appear in the shopping cart or only at checkout?

Quati's discounts appear at checkout , which is where Shopify applies the discount rules.

8. Is there a limit to the number of discounts created with Quati?

Yes.
Shopify allows up to 25 automatic discounts created by active apps at the same time.
Discounts applied manually using a code are not included in this limit.

9. Do I need to configure anything outside of the Quati app?

Yes, just one step.
After creating the discount by payment method, you need to add the Quati extension to your Shopify checkout for the discount to work correctly.

10. Does Quati replace Shopify's native discounts?

No.
Quati complements native discounts by adding rules and combinations that Shopify doesn't offer by default.