Quote widget is used as a quick quote button which can take you to the Quote page of our app or show Quote popup form so as to help customers track which products they have added to quote and fill out the form easily.

Show Quote widget in your store

1. From the App Dashboard page > Click on Quote settings > Quote widget tab

2. Turn on the Enable Quote widget setting > Click Save

You also can decide what behaviour will come up when clicking on the quote widget: Open the Quote popup form or Go to Quote page of our app.

Customize Quote widget button

You can change the quote widget button text in this setting:

Manage quote widget position and its color here:

Click Save to save the changes and check the result in the front store.

Enable app in the theme:

1. From the App Dashboard page, navigate the Status section > Click on the Enable button:

2. You are redirected to the Theme Customize page > App embeds > Turn on the setting and click Save (on the top right corner of the page):

To show the quote feature in your front store, you need to set up products for it. Kindly review the below instruction to know how to manage it.

1. From the app admin page, click on Quote settings section -> choose Quote products tab

2. In this setting, there are 3 options to set up the quoted products: All products, Conditions, Choose Products > Choose the option you want to use.

Ex: All products – Quote button will be applied for all products of your store.

3. After all, click Save to update the changes

4. Check the result on the front store

The quote button will show up under each product on the product list like Related products, You may also like the product, … and collection page.

Step to manage

1. From the app admin page, click Quote settings > Request a Quote button tab.

2. In the Product list section, enable the setting Show on product list.

Steps to manage

1. From the app admin page, click Quote settings > Request a Quote button

2. In the Product list section, enable the setting Show variants selector.

3. Click Save

This setting displays the quote button on the product detail on the front store. Customers click the quote button > fill out the quote form > submit the quote.

Step to manage

1. From the app admin page, click Quote settings > Request a Quote button tab > Check the Display section, Show on product detail page > Show only button:

2. Click Save and check the result in the front store.

Not only show a “Quote button” on the product page, the app can also straightly display a Quote form so customers can quickly fill it out and submit to you.

Step to manage

1. From the app admin page, click Quote settings > Request a Quote button tab.

2. In the Show on product detail page section, select the option Show Request For Quote form to display the quote button on the product page

3. Click Save

4. Check the result on the front store

🚀 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.

📖 Overview

The Request a Quote app allows customers to submit quote requests for one or multiple products directly from your Shopify store.

🧰 Key Features:

• 🛎️ Add a customizable "Request a Quote" button to product or collection pages

• 🕵️‍♂️ Hide product prices and “Add 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

This app is ideal for businesses offering custom products, wholesale pricing, or services that require personalized quotes — such as apparel, jewelry, or home goods.

✅ Prerequisites

Before you begin, make sure you have:

• 🛍️ An active Shopify store

• 🔐 Admin access to your Shopify store

• 📦 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.

🛠️ Step 1: Install the App

1. 🌐 Visit the Shopify App Store 👉 🟢 Click Add app

2. 🔑 Log in to Shopify 🔐 Enter your Shopify admin credentials if prompted

3. 📥 Install the App

   • Review the required permissions

⚙️ Step 2: Configure Basic Settings

🔘 Enable the Quote Feature

• Go to Settings > General Settings

• Toggle Enable Request a Quote

🎛️ 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)

🙈 Set Up Price Hiding (Optional)

• Navigate to Price Display Settings

• Enable Hide Price and Hide Add to Cart Button for selected products

📝 Create a Quote Form

• Open the Form Builder

• Use drag-and-drop tools to add fields:

  • 📧 Email

  • 📱 Phone

📬 Configure Email Notifications

• Go to Email Settings

• Customize templates for both you and the customer

• Add your store’s logo and branding

🧪 Step 3: Test the Quote Request Process

🔍 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

🗂️ Check the Admin Dashboard

• Open the app dashboard

• Go to Quote Requests

• Confirm that your request appears with customer details

💬 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

🚀 Step 4: Explore Advanced Features

Once you're comfortable with the basics, unlock more value with these:

• 📋 Quote Management: Track requests, update statuses, and leave notes

• 📎 File Uploads: Let customers send designs or specs

• 🔄 Integrations: Connect to Mailchimp, Klaviyo, etc.

• 📄 PDF Export

🔍 Resources & Help

Dive deeper with these docs:

• 🎨

• ✍️

• 📑

• 🔗

🧠 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

💬 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 [email protected].

In the GetResponse app:

Step 1: Find or Generate GetResponse API Key

Please follow this link to find your API key.

In SA Request a Quote, Hide Price app:

Step 2: Add GetResponse API key to the app settings

1. Open the app > Quote settings > Integrations

2. Click GetResponse > tick on Enable checkbox and enter API key field in the Steps 1 above

3. Select Getresponse list to integrate. Learn more about how to create a list in GetResponse

4. Select the value of the quote form (on the right) to connect it to the fields in Campaign Monitor (on the left)

5. Click Save to update the changes

On your website, you only want to allow the customers who already registered as Shopify customers in your backend to request a quote.

To achieve this, please follow the steps below.

Steps to manage

1. From app admin page, click Quote settings > Request for quote button

2. Navigate the Add to quote section, enable the setting Require login before add to quote

In ActiveCampaign app:

Step 1: Find or Generate ActiveCampaign API Key and Api Url

Please follow this to find your API key.

In SA Request a Quote, Hide Price app:

If you do not receive email notifications after submitting a quote, please follow the steps below:

1. Please check if your email server blocks this email . If it does not, please move to the second step.

2. Contact ([email protected]) and provide us with your email address that you test (customer/admin email address). We will check the email log and notify you about the situation and suggest you a solution.

Steps to manage

1. From the Shopify admin page > Online Store > Navigation > Header menu

2. Click on Add menu item button > add the menu item name and add a link for it

3. In the Link field, you select Quote History and click Add button

4. Lastly, you click on the Save menu button to complete

Then go to the front store and check the result.

This setting displays a quote button on the cart page. When products (quote-enable products) are added to the cart page > Click the quote button > Products are added to quote > submit a quote.

Steps to manage

1. From the app admin page, click on Quote Settings > Request for quote button tab

2. Navigate the Add to quote section, enable the setting Add product cart to quote

You can remove this code snippet by following these steps below:

1.From the Shopify admin page > go to Online Stores > Pages > select Quote history page

2. Click <> icon to show HTML Viewer of the page

3. Replace the code {rfq_history} with the code <div class=”rfq_history_page”></div> in the page content.

4. Click Save to finish

In this article, you will see how to translate your email notifications in our app. It is possible to manually manage the content of the emails depending on the language on the front store.

• Mail notification: Translate the emails sent to admin

• Auto response email: Translate the emails sent to customers

Steps to manage

1. Open the app > click Advanced Settings > Transalations > select email templates you want to edit (Mail notification or Auto response email) > Setup translate

This function allows you to hide the product price on specific products that have the tag “hideprice“

Steps to manage

1. Open the app > click Quote settings > Hide price

2. In the Hide price section, select Yes, hide price for products that match conditions

3. Set up conditions for products like this: Product tag – is equal to – hideprice

4. If you want to add more conditions, click the Add another condition button

5. Click Save

Steps to manage

1. Form the Shopify admin page > Online Store > Navigation > Main menu

2. Click on Add menu item button > add the menu item name.

For example: Quote item

3. In the Link field, select the Request a quote page and click on the Add button

4. Lastly, you click on the Save menu button to complete

Then go to the front store and check the result.

Currently customers can view quote history in the customer account page after he logged in.

If you want to let customers access the quote history quickly, please follow the steps below.

1. The admin should add the Quote History item to the header menu of the website

2. Customer logs in his customer account on the site

3. He clicks on the Quote history item the admin added to the header menu to view quote history

You set up the app to hide the price for all products or selected products on the front store. You can view the hide price setting here

Customers can view the product price if they log into the customer account on your site. To achieve this, please follow the below steps.

Steps to manage

1. Open the app > click Quote settings > Hide price

2. Tick on checkbox Require login to show price

3. Set up products to apply hide price feature

4. Click Save to update the changes

Go to the online store and check the result

How it works on the online store?

• When customers click the Login to see price button, it directs to the login page for customer.

• After they log into the customer account, they can see the product price on the front store.

This setting allows you to hide the “add to cart” button for quote-enabled products on the front store.

Steps to manage

1. From the app admin page, click Quote settings > Hide price

2. In the Hide button when quote is enabled on product part, enable the setting Hide Add To Cart button.

3. Click Save

Set up Google reCaptcha v2 Site Key and Secret Key

Step 1. Go to the Google Recaptcha platform here

Step 2. Sign up your google account to access to reCaptcha dashboard.

Step 3. When registering a new website, the form will open and you need to fill in all the details correctly then submit the form.

1. Label – Type a suitable label that co-related your site name and later remembrance.

2. reCaptcha Type – Select reCAPTCHA v2 > “I’m not a robot Checkbox”

3. Domain – The Shopify store domain, where you will use these keys like

4. Owners – You don’t need to change this, it’s set by default according to the logged-in account. If you want to report more email addresses, you can add multiple email accounts here

5. Alerts – You can enable it to get email alerts to owners, in case there is any problem on your website such as reCaptcha misconfiguration or increase suspicious traffic.

Add Google reCaptcha v2 to your RFQ form

1.From the app admin page, click Quote settings > Select the Integration section > Google Recaptcha

2. Enter the Site key and the Secret key of Google reCAPTCHA

3. Click Save to update the changes

4. Go to the quote form on the front to check the result

Steps to manage

1. Open the app > Advanced Settings > Translation tab > General

2. In the General section, navigate the Request for Quote button field, edit the text > Click Save

Change Button color

Steps to manage

1. From the app admin page, click Quote settings > Request for quote button

2. Navigate the Styles section > Change colors and font size for the button

3. Click Save to apply the changes

Go to the front store and check the result

Not only provide quote form for D2C customers, we also support creating a special version of the quote form for your B2B customers. Kindly following this document to know how to set it up.

Step to manage:

1. Go to Quote form builder feature page of our app, in the header of the page, click on the below setting > choose B2B-Customer option:

2. Set up layout, product information and extra fields for the form like how you set up for D2C quote form. Review this document to know how.

3. The biggest difference between the D2C quote form and this B2B quote form is the Customer info part.

Kindly turn on the Customer info setting, you will see some new different functions compared with the D2C-customer format, which are Company information, Billing address and Payment terms.

4. These sections are customized specially for B2B customers. Apart from Contact information and Shipping address sections in the D2C quote form, B2B customers can have a chance to fill out their business information, billing information and the type of payment terms they want to use.

Click on each setting > Enable and edit fields inside:

5. Just like the D2C form, we also support auto-filling B2B customer data into the quote form once they login.

You can see the preview by clicking on the below setting in the header > change to Logged-in option:

6. After setting everything up, click Save and check the result in the front store.

Redirect to a specific page after submitting quote

You can set up a Thank you page and use this setting to take customers to there.

Step to manage

1. From the app admin page, click Quote settings

2. In Request for quote button tab > Scroll down to the Redirect section, fill in the URL value in the Redirect after submit field

3. Click Save

Redirect to a specific page when clicking on the Continue shopping button

When using Popup format for the quote function, there will be two options shown up. This setting is used for the Continue shopping button.

Step to manage

1. In the Request for quote button tab > Redirect section > Fill in a page URL you want the customers to be at when clicking on Continue shopping

2. Click Save

After the quote is submitted, a customer account will be automatically created in Customers of your Shopify store.

Steps to manage

1. From the app admin page, click Quote settings > Select the Integration section > Shopify

2. Turn on the toggle “Create customer account after submit”. Map the information you want to be transferred to the Shopify Customers folder.

3. Click Save

This function allows you to hide the product price on all pages (product page, collection, product list,…)

Steps to manage

1. Open the app > click Quote settings > Hide price

2. In the Hide price section, select one option to hide the product price. You can hide the price of all products, selected products or products with conditions

3. Click Save

Check the result on the front store

There are 5 options to hide the price of products on the front stores. They are:

• No, Do not hide price -> The Hide price feature is disabled. Price still shows on all products.

• Yes, hide price for all products -> Price will be hidden on all products on your store (quote-enabled products and other products)

• Yes, hide price for quoted products -> Price will be hidden for quote-enabled products only

• Yes, hide price for specific products -> Price will be hidden for selected products. You can choose a product in the search bar below

For example: The condition is Collection – is equal to – Automated Collection.

So all products in the collection Automated Collection will show no price on the product page or collection page.

Step to manage:

1. Go to Advanced Settings page of the app > PDF template tab > Click on the Invoice PDF section:

2. In the Design tab, you can add logo image for the invoice and set up new colors for texts and background of the file:

3. In the Content section, you can edit what information of the quote and customer can be displayed in the invoice. Select options you would like to show:

4. In the Translation section, you can edit texts and add more translations for the invoice:

6. After finishing, click Save

In order to make the Quote form to be auto-matched your theme, we have made a setting in the app to help you easily manage it.

Here is the list of the themes we support (updating):

• Dawn

• Refresh

• Trade

• Origin

• Ride

• Studio

• Colorblock

• Taste

• Publisher

• Crave

• Spotlight

• Craft

• Sense

• Debut

How to set it up in the app?

You just need to tick on the Match theme styling if possible setting in the app. Please go to the Quote form builder page in our app > Design setting > Theme styling:

The Customer account feature allows you to show the Quote details of each customer on the Account page. Customers need to login to your store to view the Account page, they also can edit, respond to their quotes from there.

This feature is supported using Shopify’s new Customer Account Extension UI, which means your store must use New login type of Shopify to be able to use this feature.

For further information, kindly review the document.

1. From the App dashboard page, click on the Customer account section in the navigation bar > Setting new customer account:

2. Click on the setting, you will be redirected to the Checkout and Customer account page in Shopify theme:

SA Request a Quote app has two sections in this page:

• View Quote Profile – You can include a block on the profile page in this section. The View Quote button will take users to the Quote List page, and you may customize it from the profile page.

This is how you manage it:

Then click Save and there will be a section as below in the Account page:

• Quote List – In contrast to the View Quote Profile, you can include a menu item in the top for convenient access in this area.

Step to manage:

On the Quote List section page, click Save first > click on the Quote list block to start adding it in the header menu:

Set up Quote list section in the header menu and click Save:

3. That’s done!

Now go to the storefront > Login and check the result:

Steps to manage

1. From the Shopify admin page, go to Online Stores > Pages, then open the Request for quote page

2. You can edit your Request a Quote page details such as title, content, and so on here

3. After you finish editing the page, please make sure that the App code is not removed by clicking the “<>” icon to show the HTML Viewer

4. Click SaveIf you see <div class=”rfq_form_page”></div> in HTML Viewer, it means that everything works fine.If not, please re-add this code to the page content: <div class=”rfq_form_page”></div> and Save your page

Step to manage:

1. Go to Advanced Settings page of the app > PDF template tab > Click on the Quote PDF section:

2. In the Design tab, you can add logo image for the quote and set up new colors for texts and background of the file:

3. In the Content section, you can edit what information of the quote and customer can be displayed in the quote file. Select options you would like to show:

4. In the Translation section, you can edit texts and add more translations for the quote file:

6. After finishing, click Save

In Sendinblue app:

Step 1: Find or Generate Sendinblue API Key

Please follow this link to find your API key.

In SA Request a Quote,Hide Price app:

Step 2: Add Sendinblue API key to the app settings

1. Open the app > click Quote settings > Integrations > Sendiblue

2 Click Sendinblue > tick on Enable checkbox and enter Sendinblue API key field created in the Steps 1 above. Learn more about how to create a contact list in Sendinblue

3. Select a list from Sendinblue to connect the app

4. Select the value of quote form (on the right) to mapped with the data from Sendinblue (on the left)

5. Click Save

6. Check data in Sendinblue after form is submitted

Since our clients can come from all around the world, we support translating details of the Quote list page into another language to match the language in your store.

Step to manage:

1. Go to Customer account feature page of our app > Navigate the Translation section > Click on the Translation button:

2. On the Translate quote list new customer accounts page, click on each text input field and add new content for it:

3. Save and check result in the front store

You can remove this code snippet by following these steps below:

1. From Shopify admin page, go to Online Stores > Pages, then select Request for quote page

2. Click <> icon to show HTML Viewer

3. Replace the code {rfq_content} with the code <div class="rfq_form_page"></div> in the page content

4. Click Save to finish.

Step to manage

1. In the app admin page, click Advanced settings > Mail notifications

2. Click on the Email icon > Select Mail notifications section > General

3. In the Admin Email field, fill out the email address you want to receive notification

4. Click Save

Note: You can put multiple email addresses in this field, email addresses are separated with a comma.

This function allows you to hide the product price for selected products on all pages (product page, collection, product list,…)

Steps to manage

1. Open the app > click Quote settings > Hide price

2. In the Hide price section, select Yes, hide price for specific products option

3. Click the Browse products button > Manually select products in your store

4. Click Save

Check how it works on the online store.

In Mailchimp

Step1: Find or generate your API key

Follow this guide to generate Mailchimp API key

In SA Request a Quote,Hide Price app:

Steps 2: Map RFQ Form data to Mailchimp

Steps to manage

1. Open the app > Quote settings > Integrations > Mailchimp

2. Click Edit setting > Turn on the toggle Enable

3. In the API field, enter the API key generated from your Mailchimp account in step 1

4. Select a list from Mailchimp in the dropdown

5. Match the data of the field in Mailchimp to the values of the quote forms

6. Click Save

After editing the quote, you can send the new quote to your customers via the setting Resend email in the app. There are 2 ways to manage it, kindly read the document to know how.

Option 1:

1. From the Quote list page, hover the mouse on the quote > Click on the Edit icon to view the quote inside:

2. Edit the quote and click Resend an email:

Option 2:

From the Quote list page, hover the quote > there will be a setting to resend email next to the Edit icon > Click on it:

Maybe someone has removed our script code on the “Quote History” page.Please refer to the steps below to fix it. Steps to manage

1.From the Shopify admin page > go to Online Stores > Pages > select Quote history page

2. Click <> icon to show HTML Viewer of the page

3. After that, click <> icon to show HTML Viewer. Please copy and paste this code <div class="rfq_history_page"></div> to the page content

4. Click Save to finish

Step to manage:

1. From the Quote list page, hover the mouse on the quote > Click on the Edit icon to view the quote inside:

2. Click More actions > There are options show up: Duplicate quote and Delete quote. Choose one of them due to your request.

In Omnisend:

Steps 1: Generating API Key

If you want to integrate Omnisend with another software (e.g., third-party contact form), you can pass data to Omnisend (or get data) via our API.

With every request, we require using an API key for authorization purposes.

Please follow steps here to get the API key in Omnisend

Steps 2: Map the form data to Omnisend

1. Open the app > Quote settings > Intergration > Omnisend

2. Tick on the checkbox Enable and enter the API key created in the Steps 1 above

3. Select and enter the value of form (on the right) to match with the Omnisend form field (on the left)

4. Click Save to update the changes

5. Check the data in Omnisend after the quote is submitted

Maybe someone has removed our script code on the “Request for Quote” page.Please refer to the steps below to fix it:Steps to manage

1. From Shopify admin page, go to Online Stores > Pages, then select Request for quote page

2. Click <> icon to show HTML Viewer. Please copy and paste this code <div class="rfq_form_page"></div> to the page content

3. Click Save

When customers click the Add to quote button, you can set up how the button responds to fit your needs and improve customer experience.

Steps to manage

1. From the app admin page, click Quote settings > Request a Quote button.

2. Scroll down to the Add to quote section > Message type after add to quote dropdown

3. Choose the option you want to show up after customers click the Add to quote button. Here are what you can choose: Popup, Popup and form, Redirect to quote page, Toast

4. Click Save to finish

Popup

Instead of hiding price for your products, we also support hiding Add to cart button and Buy now button so as to prevent customers from adding the products to the cart and see the price as well as purchase them.

Please also note that this feature is supported for Quoted products only. For products that are not for quote feature, we won’t be able to support you hiding their cart button and buy button.

Step to manage:

1. Go to Quote settings > Hide Price setting

2. On the Hide price section page, navigate the Hide button when quote is enabled on product part > Enable both settings to hide Add to cart button and Buy now button:

3. Click Save and check the result in the front store.

This feature is availble from the Pro plan only.

Step to manage:

1. From the Quote list page, click on the Export button:

2. Choose one of the option to export quote > Click Export quotes:

Step 1: Find or generate your API key

In order to create an API Key, please try following this

Step 2: Pap RFQ Form data to Klaviyo

1. From the app admin page > Click on the Integration section in the navigation bar > Select Klaviyo > Tick on the checkbox Enable to enable the feature

2. In the API field field, enter the API key generated from your Klavito account.

Steps to manage

1. In the app admin page, click Advance settings > Email notification > Mail notifications

2. Choose Basic template

3. Edit the PDF file manually (optional)

4. Click Save

*You can do the same for the “Auto Response Email” if you want to attach the PDF file in the email for the customer’s side.

In HubSpot:

Step 1: Get Hubspot Portal Id

Please follow this to know more.

Not only show Quote list on the Customer Account page, we also allow customers to respond and edit the quotes. Please follow the below steps to manage it.

1. Go to the Customer account feature page > Navigate the Permissions setting > Add condition:

2. On the Condition page, there are 5 sections you need to set up: General, Condition, Action Permissions, Quote Customer Information andQuote Product Information.

• General: Turn on this setting to enable this feature in the website. If you no longer want to use it, turn it off to disable it. Also set up title for this custom condition in the Title input field:

This setting allows customers to edit the product price directly on the quote page.

Note: this function only works when you display the product price on the quote page (Quote Form builder)

1. From the Dashboard -> Go to Quote settings -> Quote form builder

2. In the Layouts and Elements -> Check the Product list section -> Product column(s)

3. Choose Price element and click Save

The quote can also be created manually by admin from the app’s Quote list page. Review this document to know how to manage it.

Step to manage:

1. From the app dashboard page > Go to Quote list page > Click on the Create quote button:

2. On the Create quote page, there are 2 sections for you to manage quote which are product information and additional information. Manually set them up:

After filling out the information, choose the products for the quote. Click Manage products and select the products you want:

4. Click Save and resend email so this quote can be sent to the customer with email address filled in the quote:

Approach 1: View quote page by quote button

Step to manage

1. From the app admin page, click Quote settings > Request a Quote button -> Click on the Edit settings button > Configs

2. Click on the Config tab > Navigate the Add to quote section > Tick on Redirect to quote page

Keep looking down to the

When a customer submit a quote to you, their quote will be sent to our app’s Quote list page. Go to that page and check the details of your customer’s quote. Kindly follow this below instruction to know how to check the quotes.

Step to manage:

1. From the App dashboard page > Click on Quote list. You will see a list of quotes received from your customers:

2. Hover the mouse on the quote you want to view and edit:

3. On the Quote details page, you will see information of the quote like product information, customer information and additional information (data customers fill out when submitting the quote):

This feature is available from the Pro plan only.

Step to manage:

1. Go to the Quote list page > Hover on the quote > Click Edit to view the Quote details:

2. On the Quote details page, click on the Convert quote to order button > A popup shows up, click Convert:

3. The Quote details page will show a section like this after coverting the quote:

4. Click on #D26 button to view the draft order:

In Campaign Monitor:

Step 1: Find or Generate Campaign Monitor API Key and Client ID

Please follow this link to find your API key.

In B2B Request a Quote,Hide Price app:

Step 2: Add Campaign Monitor API Key and Client ID to the app settings

1. Open the app > click Quote settings > Integrations > Campaign Monitor

2. Click Campaign Monitor > tick on Enable checkbox and enter Client ID and API key field created in the Steps 1 above

3. Select a CampaignMonitor list to integrate. Learn more about how to create a contact list in Campaign Monitor

4. Select the value of the Globo form (on the right) to connect it to the fields in Campaign Monitor (on the left)

5. Click Save to update the changes

With this Translation setting in SA Request a Quote, you can edit the content of the app’s default texts like Quote button text, Quote popup form texts.. and add translations for the text if your store supports multi-languages/countries. Kindly follow this document to find the setting and know how to set it up.

Step to manage:

1. Go to Advanced Settings page > Translation tab > Choose one section you want to edit and add language for the text:

For example, I want to change the Quote button text and add Danish translation for it. Kindly click on General translate setting:

2. Edit the text to the content you like and click Save:

3. Click Add language > Choose the language you want, e.g: Danish:

4. In the Danish translation tab, edit the Quote button text into Danish:

5. Click Save and check the result in the front store:

English site:

Danish site:

*Note:

If your store’s default language is already Danish (or any languages that is not English), you don’t have to add translation for that language anymore. Just edit directly in the default language tab in the app:

Instead of adding different products from different vendor or different collections into one quote form and submit, now customers are allowed to add products to quote by groups. Setting up this Product group(s) function in our app to help your customers separate the quoted products into multiple groups. Review the document below to get started.

Step to manage:

1. Go to the Quote form builder page in our app > Layouts and Elements setting > Navigate the Product List section > Click on the Product group(s) tab:

2. Enable the setting inside it.

This setting will help you separate the products added to quote into different groups. Customers just need to add product due to each group. They also can create product group in the quote from from your storefront.

3. Click Save and check the result in the front store.

The first products quoted in the quote form will appear as follows:

Customers can click on the above setting and create more product groups in the quote form:

Customers then can continue adding quoted products due to group:

Zapier is an online platform that helps you automate workflows by connecting the apps and services you use. This allows you to automate tasks without having to build this integration yourself.

Our app SA Request a Quote integrates with Zapier to create a smarter and more customized workflow.

In order to integrate the app to Zapier, kindly follow the below instructions.

1. Create an account in Zapier. From the Zapier main page, click on the Create button in the My Zaps folder > Choose New Zap

2. On the Zaps page, click on the Trigger button and choose Webhooks by Zapier

3. In App and Event

There are 2 email templates, you can select one of them:

• Basic template: configure the email template with available options

• Advance template: manually edit the email content

If you select basic template > click Save, the basic template will be applied to emails.

Basic email template

1. In the app admin page, click Quote settings > Quote form builders and emails

2. Click on the Email icon > Select Mail notifications section > Choose Basic template

3. On the right side of the page, there are sections to configure the email content. Click on each of it to set up

Details of each section:

1. General

In this session, you can set up the following parts:

• Admin Email: Admin can add or change email addresses that receive quote notifications in this field.

Emails are sent by our email server by default. If you want to use your email address as the sender instead, please set up SMTP.

• Subject: Admin enters the subject of this notification email.

• Attach PDF file: Tick this checkbox if you want to attach the quote as a PDF file in your email.

2. Header email content

• Enter the Store name and Store link fields

• Click Upload photo to add the logo of the store

• Edit the Description part: You can use the available email placeholders in your email

3. Product information

Tick to the checkbox of the available information you want to show in your email. They are:

• Product Image

• Product Vendor

• Product SKU

• Product Option

4. Additional information

Tick to checkbox to select the formbuilder fields you want to show in your email:

5. Footer email content

Edit the footer content as you want by using available email placeholders:

6. Color and font

• Drag and drop to adjust the Font size

• Click to choose the Text color and the Heading color you want

Advanced email template

1. From the Email setting page > Choose Advance template

3. Manually edit email template content on the right of the page (Admin email, Subject, attach PDF file..)

4. Click Show variants > copy variables and add them to the email template

For example:

I want to show the customer name who has submitted the quote. In the image below, you can see variable {!! $name !!} : First name in the Email placeholders list.

In Subject field and Body field, I use {!! $name !!} variable, this variable will be replaced with the name of the customer who has submitted your quote.

5. Custom CSS codes: Put custom CSS codes for the email content (optional)

6. Save template

There are 2 email templates, you can select one of them:

• Basic template: Configure the email template with available options

• Advance template: Manually edit the email content

If you select Basic template > click Save, the basic template will be applied to emails.

Basic email template

1. In the app admin page, click Advanced settings > Email notification and Mail notifications

2. Click on the Email icon > Select Auto response email section > Choose Basic template

3. On the right side, there are sections to configure the email content. Click on each of it to set up

Details of each section:

1. General

In this session, you can set up the following parts:

• Layout: Select a proper email template you want

• Subject: A title to let the customers identify the quote notififcation

• Attach PDF file: tick to this checkbox if you want to attach the quote as a PDF file in your email.

2. Header email content

• Enter the Store name and Store link fields

• Click Upload photo to add the logo of the store

• Edit the Description part: You can use the available email placeholders in your email

3. Product information

Tick to the checkbox of the available information you want to show in your email. They are:

• Product image

• Product Vendor

• Product SKU

• Product Options

4. Additional information

Tick to checkbox to select the formbuilder fields you want to show in your email:

5. Footer email content

Edit the footer content as you want by using available email placeholders:

6. Color and font

• Drag and drop to adjust the Font size

• Click to choose the Text color and the Heading color you want

Advanced email template

1. From the Email setting page > Choose Advance template

2. Manually edit email template content on the right

4. Click Show variants > copy variables and add them to the email template

For example:

I want to show the customer name who has submitted the quote. In the image below, you can see variable {!! $name !!}: First name in the Email placeholders list.

In the Subject field and Body field, I use {!! $name !!} variable, this variable will be replaced with the name of the customer who has submitted your quote.

5. Custom CSS codes: Put custom CSS codes for the email content (optional)

6. Save template

• Setting SMTP is optional. If you do not configure this option, email notifications will be sent from our email server ([email protected]) by default

• Our app currently only supports Google and Outlook SMTP. For other email providers, you can configure API. Learn more

Please follow our below instructions to configure the SMTP email service in the app. The specific case below is setting Goolge SMTP

Step 1: Log into your Google account

First, log into your Google account

Step 2: Enabling 2-Step Verification

To make sure that your Google account is well protected to avoid any intervention when using the SMTP service; therefore, we recommend enabling the 2-step verification offered by Google.

Here is the guide for you:

If you have already enabled the 2-step verification, then you may jump to Step 3 below.

Step 3: Generate App Password

1. Then click to generate App password

2. Select Other/Custom name from Select App, give it a name such as “DO – Production Server” and then click Generate.

3. Note down the application password as it will be required in the next step.

Step 4: Configure Gmail on the SMTP Add-on in the app

Steps to manage

1. In the app admin page, click Advanced settings > Email notifications

2. Navigate the SMTP section. Select one email service provider in the dropdown list. For example: Google

3. Enter the information of your own SMTP in the field

4. Click Save to update the changes

5. Enter the test email and check

Google SMTP configuration includes the below information:

(1) Enter your SMTP email

(2) Use port 465 Enter smtp.gmail.com as your host

(3) Enter your Gmail login username [email protected]

(4) Enter your App password

(5) Send mail as a different email (optional).

Note:

The App password in field number 4 is the app password generated in Step #2 above. It’s NOT your Gmail account password.

For more information, please check the documents below:

+) What is App Password:

+) Set up Google’s SMTP Server:

When clicking the quote button of our app, customers will be redirected to a page that has the Quote form where they can fill out information and submit the quote to you. This document will help you in building more fields for the form and style it.

Kindly read the below to know futher details.

Set up quote form information

Step to manage:

1. From the App dashboard page, click on Quote form builder section in the navigation bar:

There are 2 ways to print/download the quote to PDF file.

Step to manage:

Option 1:

1. From the Quote list page, hover the mouse on the quote > Click on the Edit icon to view the quote inside:

2. Click More actions > Download as PDF:

3. Click Download PDF from the popup window:

*If you want to translate the PDF file into another language before downloading it, please click on the Add language button, you will be redirected to the PDF file setting of the app:

Option 2:

From the Quote list page, hover the quote > there will be a setting to print PDF next to the Edit icon > Click on it:

When submitting a quote, customers will have to fill out their information in the form like name, email, address.. This Customer info setting will help you shorten time in customizing these fields. It also helps customers quickly have their information filled out in the form only by logging into your Shopify store. The system will auto-get their data from Shopify and apply to the form.

For further details, kindly follow the document.

1. Go to the Quote form builder feature page > Layouts and Elements setting > Navigate the Customer info section, turn on the setting:

2. There will be two sections showed up as above which are Contact information and Shipping address.

• Contact information: Click on the setting to configure fields inside it

• Shipping address: Click on the setting and configure fields inside it as in the Contact information:

These fields will be auto-filled once customers login to your store. If the customer already has an account in your Shopify store, we’ll get data in the Shopify Customers folder and place for these fields after they login and add product to quote.

If customers don’t have an account in your store or don’t login, they will have to fill out all these information to the form every time they request quote.

To preview how the customer information looks like in the quote form once they login, click on this tool in the header > Logged-in:

3. After everything is all set, click Save and check the result in the storefront.

Before login:

After login: