# Getting started ## πŸš€ 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. *** ### πŸ“– Overview The **Request a Quote** app allows customers to submit quote requests for one or multiple products directly from your Shopify store. #### 🧰 Key Features: * πŸ›ŽοΈ Add a customizable **"Request a Quote"** button to product or collection pages * πŸ•΅οΈβ€β™‚οΈ Hide product prices and **β€œAdd 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 * πŸ“Ž Support file uploads (e.g., JPG, PNG, PDF) for custom quote requests * πŸ“§ Automated **email notifications** for both store owners and customers * πŸ”— 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 β€” such as **apparel**, **jewelry**, or **home goods**. *** ### βœ… Prerequisites Before you begin, make sure you have: * πŸ›οΈ An active **Shopify store** * πŸ” **Admin access** to your Shopify store * πŸ“¦ 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**. *** ### πŸ› οΈ Step 1: Install the App 1. 🌐 **Visit the Shopify App Store**\ πŸ‘‰ \ 🟒 Click **Add app** 2. πŸ”‘ **Log in to Shopify**\ πŸ” Enter your Shopify admin credentials if prompted 3. πŸ“₯ **Install the App** * Review the required permissions * Click **Install app** 4. πŸ“‚ **Access the App** * Go to **Apps** in your Shopify admin * Click on **Request a Quote by Samita** to open the dashboard *** ### βš™οΈ Step 2: Configure Basic Settings #### πŸ”˜ Enable the Quote Feature * Go to `Settings > General Settings` * Toggle **Enable Request a Quote** #### πŸŽ›οΈ 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) #### πŸ™ˆ Set Up Price Hiding (Optional) * Navigate to **Price Display Settings** * Enable **Hide Price** and **Hide Add to Cart Button** for selected products #### πŸ“ Create a Quote Form * Open the **Form Builder** * Use drag-and-drop tools to add fields: * πŸ“§ Email * πŸ“± Phone * πŸ–ŠοΈ Text * πŸ“Ž File Upload (JPG, PNG, PDF) * Name your form (e.g., β€œRequest Your Custom Quote”) and **Save** #### πŸ“¬ Configure Email Notifications * Go to **Email Settings** * Customize templates for both you and the customer * Add your **store’s logo** and branding *** ### πŸ§ͺ Step 3: Test the Quote Request Process #### πŸ” 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** #### πŸ—‚οΈ Check the Admin Dashboard * Open the app dashboard * Go to **Quote Requests** * Confirm that your request appears with customer details #### πŸ’¬ 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 *** ### πŸš€ Step 4: Explore Advanced Features Once you're comfortable with the basics, unlock more value with these: * πŸ“‹ **Quote Management**: Track requests, update statuses, and leave notes * πŸ“Ž **File Uploads**: Let customers send designs or specs * πŸ”„ **Integrations**: Connect to **Mailchimp**, **Klaviyo**, etc. * πŸ“„ **PDF Export**: Generate branded PDF quotes * 🌍 **Multi-Language Support**: Translate the quote form into multiple languages *** ### πŸ” Resources & Help Dive deeper with these docs: * 🎨 [Customizing Request Button](https://docs.samita.io/sa-request-a-quote/request-a-quote-button-settings) * ✍️ [Customizing the Quote Form](https://docs.samita.io/sa-request-a-quote/quote-form-builder) * πŸ“‘ [Managing Quote Requests](https://docs.samita.io/sa-request-a-quote/quote-list) * πŸ”—[ Integrating with Email Marketing](https://docs.samita.io/sa-request-a-quote/mail-settings) *** ### 🧠 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 *** ### πŸ’¬ 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 ****. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.samita.io/sa-request-a-quote/getting-started.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.