👋Getting started

🚀 Get Started with Request a Quote by Samita

Welcome to the Request a Quote app by Samita! This powerful tool helps Shopify store owners like you streamline custom pricing and quote requests, making it easy to negotiate prices, hide product prices, and convert quotes into orders.

Whether you're running a B2B store, offering custom services, or simply want to provide a personalized pricing experience, this app is designed to boost conversions and enhance customer interactions.

This guide will walk you through the initial steps to install and set up the app, so you can start receiving quote requests in minutes.

---

📖 Overview

The Request a Quote app allows customers to submit quote requests for one or multiple products directly from your Shopify store.

🧰 Key Features:

• 🛎️ Add a customizable "Request a Quote" button to product or collection pages

• 🕵️‍♂️ Hide product prices and “Add to Cart” buttons for selected products

• 🤝 Let customers bargain for the best price through a quote form

• 🧾 Convert quotes to draft orders and send invoices for seamless checkout

• 📎 Support file uploads (e.g., JPG, PNG, PDF) for custom quote requests

• 📧 Automated email notifications for both store owners and customers

• 🔗 Integrate with marketing tools like Mailchimp and Klaviyo

This app is ideal for businesses offering custom products, wholesale pricing, or services that require personalized quotes — such as apparel, jewelry, or home goods.

---

✅ Prerequisites

Before you begin, make sure you have:

• 🛍️ An active Shopify store

• 🔐 Admin access to your Shopify store

• 📦 A basic understanding of your product catalog and pricing strategy

🧠 No coding required! The app comes with a user-friendly, no-code interface and drag-and-drop form builder.

---

🛠️ Step 1: Install the App

1. 🌐 Visit the Shopify App Store 👉 https://apps.shopify.com/request-for-quote 🟢 Click Add app

2. 🔑 Log in to Shopify 🔐 Enter your Shopify admin credentials if prompted

3. 📥 Install the App

   • Review the required permissions

   • Click Install app

4. 📂 Access the App

   • Go to Apps in your Shopify admin

   • Click on Request a Quote by Samita to open the dashboard

---

⚙️ Step 2: Configure Basic Settings

🔘 Enable the Quote Feature

• Go to Settings > General Settings

• Toggle Enable Request a Quote

🎛️ Customize the Quote Button

• Go to Button Settings

• Choose display location: All products, specific collections, or individual products

• Customize button text (e.g., "Get a Quote") and style (color, size)

🙈 Set Up Price Hiding (Optional)

• Navigate to Price Display Settings

• Enable Hide Price and Hide Add to Cart Button for selected products

📝 Create a Quote Form

• Open the Form Builder

• Use drag-and-drop tools to add fields:

  • 📧 Email

  • 📱 Phone

  • 🖊️ Text

  • 📎 File Upload (JPG, PNG, PDF)

• Name your form (e.g., “Request Your Custom Quote”) and Save

📬 Configure Email Notifications

• Go to Email Settings

• Customize templates for both you and the customer

• Add your store’s logo and branding

---

🧪 Step 3: Test the Quote Request Process

🔍 Preview on Your Store

• Visit your store as a customer

• Navigate to a product with the "Request a Quote" button

• Submit a test quote request

🗂️ Check the Admin Dashboard

• Open the app dashboard

• Go to Quote Requests

• Confirm that your request appears with customer details

💬 Respond to the Quote

• Review the quote

• Set a custom price or discount

• Convert to a draft order and send an invoice to the customer

---

🚀 Step 4: Explore Advanced Features

Once you're comfortable with the basics, unlock more value with these:

• 📋 Quote Management: Track requests, update statuses, and leave notes

• 📎 File Uploads: Let customers send designs or specs

• 🔄 Integrations: Connect to Mailchimp, Klaviyo, etc.

• 📄 PDF Export: Generate branded PDF quotes

• 🌍 Multi-Language Support: Translate the quote form into multiple languages

---

🔍 Resources & Help

Dive deeper with these docs:

• 🎨 Customizing Request Button

• ✍️ Customizing the Quote Form

• 📑 Managing Quote Requests

• 🔗 Integrating with Email Marketing

---

🧠 Tips for Best Use

• Use tags like sale, seasonal, or wholesale to group and manage pricing campaigns

• Always preview before applying

• Schedule start and end times for flash sales or temporary promotions

---

💬 Need Help?

If you run into any issues or have questions, reach out to our support team via the in-app Help button or contact us at [email protected].