Collecting quote requests overview

The ways customers can start a quote in your store, and where every one of those settings now lives.

Before a customer can ask you for a price, they need somewhere to ask from. Nearly everything that decides where and how they can ask sits in one place: Quote settings.

Where these settings live

In the app, open Quote settings. The page is headed Request a Quote — “Customize the quote experience and choose which products will show the RFQ button.” It has three parts:

Section	What it is for
Customize	"Design how your request a quote experience will look to customers. Set button behavior, quote form, quote cart, widget, colors and messages." The Customize button opens a full-screen editor.
Preview	A quick look at the result, with Online store, Cart and Quote list tabs.
Select quote products	"Select products or collections that should show the Request a Quote button."

The Customize section also shows the state you are currently in at a glance: Active now, Visibility, Product page, Collection page and Cart page.

The four tabs inside Customize

Click Customize and you get an editor with four tabs:

Button & widget — the quote button’s text, what clicking it does, where it appears, who can see it, and how it looks.
Quote form — the fields customers fill in.
Quote cart page — the customer’s quote cart, the storefront pages, and the floating quote widget.
Success message — what customers see once a request has been sent.

Most of the pages in this section are about the Button & widget tab.

Choose your entry points

Entry point	Best when	Set it up
Button on product pages	Customers decide product by product. The most common choice.	Quote button on product pages
Button on collection pages	Customers order several items at once and shouldn't have to open each product.	Quote button on collection pages
Button on the cart page	Customers fill a cart first, then decide they would rather ask for a price.	Add cart items to a quote
Form on the product page	You sell one custom item at a time and want the fewest possible clicks.	Quote form on product pages
Floating quote cart widget	Customers build a list while browsing and need to reach it from any page.	Floating quote widget

Each of the three button positions is its own dropdown, so you can show the button in one place, all three, or none.

Then decide the details

Choose quotable products — which products show the button at all
Set the after-click behavior — what happens the moment a customer clicks
Change button text and colors — the wording and the look of the button
Require login to quote — who is allowed to see and use it
Show a variant selector — letting customers pick a variant before adding
Let customers propose a price — letting customers name the price they want

The Setup guide on the dashboard links straight to Quote settings with Open settings.

Next steps

Quote button on product pages — the usual place to start
Choose quotable products — decide which products can be quoted
Quote form overview — design what customers fill in

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