> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sa-request-a-quote/help/faq.md).

# FAQ

Short answers to the questions merchants ask most often about SA Request a Quote.

## Getting started

<details>

<summary>I installed the app but nothing shows on my storefront</summary>

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](/sa-request-a-quote/getting-started/enable-app-in-theme.md)

</details>

<details>

<summary>Do I need to edit my theme code?</summary>

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](/sa-request-a-quote/help/troubleshooting.md).

</details>

<details>

<summary>Will this slow my store down?</summary>

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**.

</details>

<details>

<summary>Can I try the app before paying?</summary>

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](/sa-request-a-quote/reference/plan-comparison.md)

</details>

## Quotes and pricing

<details>

<summary>Does a quote reserve stock or create an order?</summary>

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](/sa-request-a-quote/reference/how-it-works.md)

</details>

<details>

<summary>Can customers still buy products normally?</summary>

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.

See [Choose quotable products](/sa-request-a-quote/collecting-quote-requests/choose-products.md)

</details>

<details>

<summary>Can customers tell me what price they want?</summary>

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.

See [Let customers propose a price](/sa-request-a-quote/collecting-quote-requests/customer-price.md)

</details>

<details>

<summary>Can I change the prices and quantities on a quote before I reply?</summary>

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.

See [View and edit a quote](/sa-request-a-quote/managing-quotes/view-and-edit.md)

</details>

<details>

<summary>Can I add tax, shipping or a discount to a quote?</summary>

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](/sa-request-a-quote/settings/general-settings.md)

</details>

<details>

<summary>Where do accepted quotes end up?</summary>

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.

See [Convert to a draft order](/sa-request-a-quote/managing-quotes/convert-to-draft-order.md)

</details>

<details>

<summary>Can I create a quote myself, without waiting for a customer?</summary>

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.

See [Create a quote manually](/sa-request-a-quote/managing-quotes/create-manually.md)

</details>

<details>

<summary>Where do customers see the quotes they've already sent?</summary>

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.

See [Quote history page](/sa-request-a-quote/storefront-quote-pages/quote-history-page.md) and [Quotes in customer accounts](/sa-request-a-quote/storefront-quote-pages/customer-account-quotes.md)

</details>

<details>

<summary>What files can customers attach to a request?</summary>

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**.

See [Allow file uploads](/sa-request-a-quote/quote-form/file-uploads.md)

</details>

## Hiding prices

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-9914e79602ae425fd1b20e13861ec518f6666aad%2Fscreenshot-hide-price-conditions.png?alt=media" alt="Advanced settings, Hide price tab, showing the Login to show price section and the Conditions builder"><figcaption><p>Choosing the conditions option opens <strong>Login to show price</strong> and <strong>Conditions</strong>.</p></figcaption></figure>

<details>

<summary>Can I hide prices from the public but show them to customers who log in?</summary>

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**.

See [Require login to show price](/sa-request-a-quote/hiding-prices/login-to-show-price.md)

</details>

<details>

<summary>Can I hide prices on only some products?</summary>

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**.

See [Hide prices by tag](/sa-request-a-quote/hiding-prices/hide-by-tag.md)

</details>

<details>

<summary>I hid the price but customers can still add to cart</summary>

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.

See [Hide Add to Cart and Buy now](/sa-request-a-quote/hiding-prices/hide-buy-buttons.md)

</details>

<details>

<summary>Should I hide prices across my whole catalogue?</summary>

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.

See [Hiding prices overview](/sa-request-a-quote/hiding-prices/overview.md)

</details>

## Emails

<details>

<summary>Can emails come from my own address?</summary>

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.

See [Send from your own address (SMTP)](/sa-request-a-quote/emails/smtp.md)

</details>

<details>

<summary>Can more than one person get quote notifications?</summary>

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.

See [Change notification recipients](/sa-request-a-quote/emails/change-recipients.md)

</details>

<details>

<summary>Can I change what the notification emails say?</summary>

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.

See [Emails sent to admin](/sa-request-a-quote/emails/emails-to-you.md)

</details>

<details>

<summary>I'm not receiving any notifications</summary>

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](/sa-request-a-quote/help/troubleshooting.md)

</details>

## PDFs

<details>

<summary>Why does my quote PDF have a watermark?</summary>

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.

See [Customize the quote PDF](/sa-request-a-quote/pdf-templates/quote-pdf.md)

</details>

<details>

<summary>Can I design the PDF myself?</summary>

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**.

See [Customize the quote PDF](/sa-request-a-quote/pdf-templates/quote-pdf.md) and [Customize the invoice PDF](/sa-request-a-quote/pdf-templates/invoice-pdf.md)

</details>

## Plans and billing

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-5163b67077118599d6fa76c920169fa9d63704f1%2Fimage.png?alt=media" alt="The Pricing plans page in the app, showing each plan and its features"><figcaption><p>Plans and their limits are listed in the app.</p></figcaption></figure>

<details>

<summary>Is there a free plan?</summary>

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](/sa-request-a-quote/reference/plan-comparison.md)

</details>

<details>

<summary>Are all the integrations paid-only?</summary>

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.

See [Integrations overview](/sa-request-a-quote/integrations/overview.md)

</details>

<details>

<summary>How do I change or compare plans?</summary>

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](/sa-request-a-quote/settings/pricing-plans.md)

</details>

<details>

<summary>What happens to my quotes if I uninstall?</summary>

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.

See [Export quotes to CSV](/sa-request-a-quote/managing-quotes/export-csv.md)

</details>

## Languages and data

<details>

<summary>Can the quote form be shown in several languages?</summary>

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.

See [Translate storefront text](/sa-request-a-quote/settings/translations.md) and [Translate quote emails](/sa-request-a-quote/emails/translate-emails.md)

</details>

<details>

<summary>What customer data does the app store?</summary>

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`.

See [Permissions and data](/sa-request-a-quote/reference/permissions-and-data.md)

</details>

<details>

<summary>Are my integration API keys safe in the app?</summary>

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.

See [Integrations overview](/sa-request-a-quote/integrations/overview.md)

</details>

## Still stuck?

Email <support@samita.io> — see [Contact support](/sa-request-a-quote/help/contact-support.md) for what's worth including.

## Next steps

* [Troubleshooting](/sa-request-a-quote/help/troubleshooting.md) — fixes for specific symptoms
* [Contact support](/sa-request-a-quote/help/contact-support.md) — how to reach the team
* [How it works](/sa-request-a-quote/reference/how-it-works.md) — the whole quote flow


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