FAQ
Short answers to the questions merchants ask most often about SA Request a Quote.
Getting started
I installed the app but nothing shows on my storefront
The app embed has to be switched on in your theme before customers see anything. Open the app, look at the Setup guide on the dashboard, and if the first step reads App embed is disabled, click Enable app embed.
Full steps: Enable the app in your theme
Do I need to edit my theme code?
No. The only theme step is switching the app embed on, and you start that from the Setup guide on the dashboard — Shopify handles the rest in its own theme editor.
The app also uses two storefront pages, Request for quote at /pages/request-for-quote and Quote history at /pages/quotes-history. You never build those or write anything into them. Code only comes into it as a recovery step, if the app's content block gets deleted from one of those pages — see Troubleshooting.
Will this slow my store down?
The app's storefront code loads through the app embed in your theme, which is Shopify's standard mechanism for apps. If page speed matters to you, measure a product page before and after switching the embed on — and remember the embed is reversible, so you can switch it back off from the Setup guide.
Can I try the app before paying?
Yes. The FREE plan covers a set number of quotes a month, so you can run real requests through it before deciding. Paid plans are offered with a free trial, and the billing toggle switches between MONTHLY and YEARLY. Open Pricing plans in the app for the current prices and trial length — they are shown there and can change.
See Plan comparison
Quotes and pricing
Does a quote reserve stock or create an order?
No. A quote is a request — nothing is reserved and no order exists until you convert it and the customer pays.
See How it works
Can customers still buy products normally?
Yes, unless you stop them. Quoting and buying can coexist — Select quote products on Quote settings decides which products show the quote button, and the Hide price tab decides whether those products keep their prices and buy buttons.
Can customers tell me what price they want?
Yes. On the Button & widget tab of the Customize editor, the Add to quote section has Allow customers to edit quote item prices. It's an opening offer — you set the real price when you reply.
Can I change the prices and quantities on a quote before I reply?
Yes. Open the quote from Quote list. The line-item table has Products, Price & quantity and Total columns, and both the price and the quantity on each line are editable. You can also use Search products or Browse products to add products, Manage products to change them, Duplicate items on a line, and Create section to group the lines.
Can I add tax, shipping or a discount to a quote?
Yes. The Payment panel on the quote shows Subtotal and Total with Edit discount, Edit shipping and Edit tax rate beside them. The rules behind those links live in Cost management, which has three tabs — Discount, Shipping and Tax.
Tax, Discount, Shipping settings is listed as a PRO feature.
See General settings
Where do accepted quotes end up?
On the quote there are two top actions, Convert to Order and More actions. Converting turns the quote into a Shopify draft order, which you then handle in Shopify as usual.
Convert a quote to an order is listed as a PRO feature.
Can I create a quote myself, without waiting for a customer?
Yes. The Quotes page has a Create quote button next to Export. It's the quickest route when a request arrives by phone or email.
Where do customers see the quotes they've already sent?
On the Quote history page at /pages/quotes-history, which shows a logged-in customer's past quotes.
If you use Shopify's new customer accounts, the Customer account screen in the app menu adds the quote list there too, via New customer account settings. Customer Account UI is listed as a PRO feature.
What files can customers attach to a request?
When your form includes a file upload, the app accepts csv, pdf, jpg, jpeg, png, psd, ai, stl, stp, step, doc, docx, txt, ex2, dxf, gbr and eps.
Your size and storage limits depend on your plan — the dashboard's Pricing plan details card shows Storage size, Used storage and Maximum file size.
Hiding prices
Can I hide prices from the public but show them to customers who log in?
Yes. On Advanced settings > Hide price, choose any of the four Yes… options — whichever matches the products you want covered. Choosing one reveals the checkbox Require login to show price in the Login to show price section beneath them. While the tab is left on No, don't hide prices, that checkbox is not shown at all.
You can tie the quote side to login as well: on the Button & widget tab, Who can see the RFQ button? can be set to Logged-in customers, and the Add to quote section has Require login before adding to quote.
Can I hide prices on only some products?
Yes, in three different ways. Yes, hide prices for quoted products follows your Select quote products list, Yes, hide prices for specific products lets you pick them by hand, and Yes, hide prices for products that match conditions builds a rule.
Conditions can match on Product title, Product type, Product vendor, Product price, Product in stock, Product tag or Collection, using is equal to, is not equal to, starts with, ends with, contains or does not contain. Add another condition adds more, and the match mode is either All conditions or Any condition.
I hid the price but customers can still add to cart
Hiding the price and hiding the buy buttons are separate settings. On the same Hide price tab, find Hide button when quote is enabled on product and turn on Hide Add To Cart button and Hide Buy Now button — otherwise customers can buy at a price they never saw.
Should I hide prices across my whole catalogue?
Only if every product is trade-only. Yes, hide prices for all products hides them from every visitor, including shoppers arriving from a search engine. If you sell to both trade and consumers, use Yes, hide prices for quoted products or Yes, hide prices for specific products and leave the rest priced.
Emails
Can emails come from my own address?
Yes. Advanced settings > Email notifications has an SMTP section offering nine providers — Google, Sendinblue, SendGrid, Outlook, Pepipost, Amazon SES, Elastic Email, Mailgun and Zoho — alongside the default, Use the app's default email. Left on the default, quote emails come from no-reply@samita.io.
Custom SMTP mail server is included on the FREE plan.
Can more than one person get quote notifications?
Yes, from the PREMIUM plan — Multiple email addresses is listed there. Open the Mail notifications editor and use Admin email, whose help text reads: "You can add multiple email addresses, separated by commas. A maximum of 5 addresses is allowed. Contact us to increase the number of emails added."
A shared inbox usually works better than a list of individuals.
Can I change what the notification emails say?
Yes. Each row on the Email notifications tab opens its own editor, with Basic and Advanced template tabs, a Subject field and a rich-text editor for the body. Reset template puts it back, and Preview shows the result. Attach PDF file adds the quote PDF, and Show variants controls whether variant details appear.
I'm not receiving any notifications
Check your spam folder and allow no-reply@samita.io, then confirm Mail notifications is switched on and pointed at an address you monitor.
Full steps: Troubleshooting
PDFs
Why does my quote PDF have a watermark?
The Quote PDF template screen carries this notice: "Remove the watermark from your PDF. Please contact us to verify your store and receive this service for free." Until your store is verified, PDFs carry the watermark.
Can I design the PDF myself?
Not freehand. Quote PDF template is a toggle-based builder with Design, Content and Translations tabs — you choose what appears, not how it's coded. There is no HTML editing, but Design does carry a Logo block: switch on Use a logo image, set Logo size, and upload your file. The app asks for a 512 × 512 px image for the best result.
What you can switch on or off: under Quote info, Quote ID, Issue date (with Choose date format), Payment terms, Discount, Tax, Shipping, Subtotal and Grand total; under Quote products, Show product image, Show vendor, Show SKU, Show variants and options, Show quantity, Show price and Show total; under Other information, Quote from, Customer information, Shipping address and Additional information. There's also Column width (33% or 100%), a Note, Translations and Preview.
Plans and billing
Is there a free plan?
Yes — the FREE plan. It covers 5 quotes per month, an editable email template, a custom SMTP mail server, text translations, PDF quote and invoice, and the Klaviyo, Mailchimp and Shopify integrations.
Hide price and Hide "Add to cart" button start at PREMIUM. Convert a quote to an order, Export quotes to CSV, the Customer Account UI and the remaining integrations are on PRO.
See Plan comparison
Are all the integrations paid-only?
No. Klaviyo, Mailchimp and Shopify are on the FREE plan. HubSpot, Omnisend, GetResponse, Sendinblue, ActiveCampaign, Campaign Monitor and Zapier are listed under PRO.
Google reCAPTCHA sits on the same Third-party integration screen but isn't named in any plan's feature list, so check Pricing plans in the app if you need to be certain about it.
How do I change or compare plans?
Open Pricing plans in the app menu. The billing toggle switches between MONTHLY and YEARLY, and the page carries Discount code and Pricing details buttons. Prices and trial length are shown there — read them off the page rather than from a document, because the trial differs between the monthly and yearly options.
See Pricing plans
What happens to my quotes if I uninstall?
Uninstalling takes the app out of your store, and the screens where your quotes are kept go with it. Export anything you need to keep first — Export is on the Quote list, and Export quotes to CSV is a PRO feature.
Languages and data
Can the quote form be shown in several languages?
Yes. Advanced settings > Translations has Translations AI — "Translate everything your customers see — quote form, storefront text and both quote emails."
The language list mirrors Settings > Languages in your Shopify admin, so publish the language there first and it appears in the app.
What customer data does the app store?
The quote itself, whatever your form collects, any uploaded files, and your settings. The app supports Shopify's privacy webhooks for customer data requests and erasure — customers/data_request, customers/redact and shop/redact.
Are my integration API keys safe in the app?
Once you save an integration key, the app stores it masked and shows a placeholder in its place, so it can't be read back off the screen. If you need to change a key, paste the new one over it.
Still stuck?
Email support@samita.io — see Contact support for what's worth including.
Next steps
Troubleshooting — fixes for specific symptoms
Contact support — how to reach the team
How it works — the whole quote flow
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