Request a Quote page

The app calls this the Quote cart page. On your storefront it is the page titled “Request for quote” at /pages/request-for-quote, and the app describes it as: “Shows the quote form and the customer’s quote cart.”

It is where a request is actually sent from. Customers see everything they have added, adjust it, fill in your form and submit.

Find the page settings

1. Open the Customize editor

   Go to Quote settings. On the Request a Quote page, click Customize.

2. Open the Quote cart page tab

   The editor has four tabs — Button & widget, Quote form, Quote cart page and Success message. Everything on this page lives on the Quote cart page tab.

3. Point the Pages section at the right page

   This is a setting to check, not just to read. Pages holds two page pickers: Quote cart page (“Shows the quote form and the customer’s quote cart.”) and Quote history page (“Shows a logged-in customer’s past quotes.”).

   Click Quote cart page. A panel opens with a Search by page title or URL box and a Select page list of your store’s pages, each showing its title, its path and a Published or Draft badge. Choose Request for quote — /pages/request-for-quote.

   If your search finds nothing, the panel offers Create page automatically instead of the list.

   

   The quote cart page is configured on this tab.

4. Save

   Nothing you change in the editor is live until you save. The save bar appears at the top as soon as you change anything — click Save on it.

   If you try to leave with unsaved work the app asks “Discard all unsaved changes”, warning that “If you discard changes, you’ll delete any edits you made since you last saved.” Choose Continue editing and save, unless you really do mean to throw the edits away.

Danger

A page the picker shows as Draft is unpublished in Shopify, so customers get a Not Found no matter how the app is configured. Publish it in Online Store > Pages first.

Send customers to this page

Setting the page up does not put anyone on it. There are two routes to configure, and each one is finished by a Save and checked on your storefront.

Route 1 — send them straight there from the quote button

1. Open the Button & widget tab

   In Customize, click the Button & widget tab.

2. Set Click action to Redirect to quote page

   Under the Click action heading, choose Redirect to quote page — the app’s own note on it reads “Go directly to quote cart page”. The other two choices keep the customer where they are: Open quote form popup and Add product to quote cart.

   

   Note

   There is also an Add to quote heading further down this tab. That one holds the checkboxes for editable prices, the variant selector and requiring login — the redirect is not in it. If you are following older instructions that point you at “Add to quote”, look higher up the tab instead.

3. Confirm the page it lands on

   Go back to the Quote cart page tab and make sure Pages > Quote cart page is pointing at Request for quote, as above. The redirect and the page setting are one job in two places — set one without the other and the button sends customers nowhere useful.

4. Save, then try it as a customer

   Click Save. Then open a product page on your storefront and click your quote button. It should take you to /pages/request-for-quote with that product already in the quote cart.

Route 2 — let them open it from the floating widget

1. Open Enable Quote Cart Widget

   On the Quote cart page tab, scroll to Enable Quote Cart Widget — “Shows a floating button on your storefront so customers can open their quote cart from any page.”

2. Turn the widget on

   Switch on Enable quote cart widget. The rest of its settings only appear once it is on.

3. Set the Action to the quote cart page

   Action decides what a click does. Choose Go to quote cart page — some versions of the app label the same option Go to quote page. The alternative, Open quote popup, opens the quote in a popup and never brings the customer to this page, so pick it only if that is what you want.

   This is the setting people miss. A widget that is switched on but left on Open quote popup looks like a broken link to the quote page.

4. Set its wording and look

   Text is the label on the widget itself. Position places it: Bottom right, Half bottom right, Half top right, Bottom left, Half bottom left or Half top left. Border radius, Text color and Background color finish the styling, and Quote popup primary color applies if you chose the popup action.

5. Save, then try it as a customer

   Click Save. Open any page of your storefront: the floating widget should be there, reading Quote (n) with the number of items in it by default. Clicking it should take you straight to the quote cart page.

Note

The two routes are not exclusive. A store where customers gather several products usually wants Add product to quote cart on the button and the widget switched on, so the page is always one click away. See Floating quote widget and Set the after-click behavior.

Choose which product details customers see

Product list columns controls “The product details shown as columns in the customer’s quote cart.” Click it to open the picker, which has a Search product columns box and the list of columns under Choose Product list columns. Each column you pick is added as a chip you can remove again.

The full list is Vendor, SKU, Option, Price, Quote prices, Total, Subtotal and Note. If you have never touched this setting, Option and Price are the ones in use.

Column	Show it when
Vendor	You resell several brands and buyers order by brand.
SKU	Your buyers order by code — trade and wholesale customers usually do.
Option	Your products have variants and customers need to see which one they picked.
Price	You publish list prices and want customers to see them while they build a request.
Quote prices	You let customers name the price they are hoping for — see Let customers propose a price.
Total	Customers order in quantity and a running line total helps them judge the size of the request.
Subtotal	You want a figure for the whole request, not just per line.
Note	Customers need to say something about an individual line — a finish, a deadline, a substitution.

Choose which storefront page the quote cart uses.

Note

If you hide prices on your storefront, leave Price and Total switched off here too. Showing a price in the quote cart undoes the point of hiding it everywhere else.

Caution

Total and Subtotal are only offered on the newer storefront version. If you cannot find them in the list, that is why — the other six are always there.

Choose how the form is laid out

Quote form appearance “Controls how the quote form looks on the quote cart page.” There are two choices.

Option	What the customer sees	Best for
Multiple step	The form is broken into steps the customer moves through one at a time.	Longer forms — company details, shipping and billing addresses, payment terms.
Single page	Every field on one screen, top to bottom.	Short forms where a customer can see the whole thing at a glance.

Note

A long form on a single page makes people give up before they reach the end. If you have built a B2B form with company and address sections, choose Multiple step.

Caution

If Single page is locked with the message “This feature requires the new storefront version”, that is not your plan and not a fault — the choice needs the app’s newest storefront version, and until then the page uses Multiple step. Contact support if you want to be moved over.

What the Multiple step form looks like

With Multiple step selected, the storefront page opens with the heading Request a Quote and the line “Tell us what you need and we will contact you soon.”, followed by three numbered steps.

1. Products selection

   Quote Cart lists everything the customer has collected, with the columns Product, Quantity, Price and Total. With Enable Quote Sections switched on, the cart is introduced with “Products are organized into quote sections.” and the first group is named Section 1.

   The step ends with Continue Shopping and Next step.

   

   Step 1, Products selection, at /pages/request-for-quote.

2. Contact information

   This step shows the sections you built in Form builder — Contact information, Company information and Shipping address.

   Above them sits the prompt “Already have an account? Log in to auto-fill your contact and company information.” with a Login link.

   

   Step 2, Contact information, with the log-in prompt above the fields.

3. Review information

   The last step is Review information, where the customer checks the products and the details they typed before sending the request.

   

   The customer checks the request before it is sent.

Tip

The prompt “Already have an account? Log in to auto-fill your contact and company information.” is for customers who have not signed in yet — it invites them to log in so the app can fill the fields for them. A customer who is already signed in has nothing to log in to.

What the customer sees after submitting

Once the request is sent, the app shows your success message — by default Thank you, “Thank you for submitting a request a quote!” and a Continue Shopping button.

That wording is not part of this tab. It lives on the Success message tab of the same Customize editor, which also has After submit with Redirect to custom URL if you would rather send customers to a page of your own.

Note

The emails are separate again. As the Success message tab puts it: “Customer confirmation and admin notification emails are managed in Other settings.” See Emails sent to customers.

The rest of the tab

Setting	What it does
Enable Quote Sections	"Lets customers group the products in their quote cart into named sections." See Quoted product group
Enable Quote Cart Widget	"Shows a floating button on your storefront so customers can open their quote cart from any page." Set up in Route 2 above, and covered in full in Floating quote widget

Turning on Enable quote sections opens a few more controls: Default section name, and under Customer options, Add new sections and Rename sections. Two further options, Move products between sections and Add note per section, are marked Coming soon.

How customers get to the page

Route	Best when
Click action set to Redirect to quote page	Customers usually quote one product at a time, so there is nothing to collect first.
Click action set to Add product to quote cart, then the floating widget	Customers gather several products as they browse, then review the lot together.
The popup's Primary button, default View Quote	You show a confirmation each time a product is added.
A link in your navigation menu	Always worth adding as well, so customers can return at any time.

Set the first three on the Button & widget tab — see Set the after-click behavior. The menu link is a Shopify setting — see Add quote links to your menu.

Caution

If the page does not show the quote form and the quote cart, see Troubleshooting.

Next steps

• Quote history page — where customers find quotes they have already sent
• Add quote links to your menu — link to the page from your navigation
• Edit quote page text — add your own wording to the page