Advanced Features

1. Approve Quote Automatically

Quotes can be automatically approved in 2 cases:

1.1 Approve quotes and create draft orders automatically without any conditions

Go to Settings -> General -> Check the "Automatically approve quotes and create draft orders"

1.2 Approve the quote based on the customer's bargaining price

For this feature to work, you need the following conditions:

• No hidden the price

• Turn on the "Your price" feature

• Set a discount percentage, the application will rely on this percentage and the customer's price to decide whether the quote will be automatically approved or not

• [Required] Turn on the "Automatically approve quotes and create draft orders" feature

2. Editing the quote request from the customer

To activate this feature, the store owner has two options:

2.1 Activate in Settings

Go to Settings -> Customer email notifications -> Scroll down to "Email template" -> Select email type -> Choose "Accept and convert quote to order" or "Update quote"-> In the email content, add the short-code: {quote_edit_link} for the Edit quote button in the appropriate place.

This is a general setting; if you use multiple forms, the email response content will be the same for all forms.

2.2 Activate in Form

If you want the content of the automated email responses sent to customers to vary depending on the form, you need to use this option.

Go to Quote forms -> Edit form -> Customer email notifications -> Untick the "Use settings" option -> Add "View & Edit Quote" buttons for two cases: "Accept and convert quote to order" and "Edit quote" by using select-box above the content box.

2.3 After the quote request is updated or accepted by the store admin:

A notification email with a button to view the quote will be sent to the customer.

After clicking the "View Quote" button in the notification email, the customer will be taken to their quote request customization page (no login needed). Here, the customer can: accept quote, decline quote, or send a message to the merchant requesting changes to the quote.

Note: The link for the "View quote" button is only valid for 7 days.

2.4 Accept quote by customer

• If a draft order has not been created: The store owner will receive an email notifying them that the customer has accepted the quote and that the quote request has been converted into a draft order, which will then be invoiced.

• If a draft order has already been created: the customer will be taken to the checkout page.

On this page, the customer can also view the history of messages exchanged between them and the merchant.

3. Auto send email invoice after draft order is created

This feature is useful in the following cases:

• Store admin wants after Quote is automatically approved, an email invoice will be automatically sent to the customer

• Store admin wants after clicking the Convert to Draft Order button, an email invoice will be automatically sent to the customer

To enable this feature, go to Settings -> General -> then check the "Send email invoice automatically after draft order is created" option.

4. Add Shipping (Advanced plan only)

This is an advanced feature that helps store owner add shipping fee options to the quote form for customer to choose from.

To use this feature, go to Settings -> Shipping -> enable the feature and set shipping rate.

You can create new shipping rates or use shipping rates already set up from your store.

After setting the Shipping rate option, the form will display as image below:

5. Apply Discount (Advanced plan only)

To enable this feature: go to Settings -> General -> Automatically apply discount to draft order

Discounts will be automatically applied to product prices when a quote request is approved and converted to a draft order.

Note: Discounts are set in store admin, not in app admin.

6. Quote expiration time, reminder email

You can set the number of days the quote will expire (the quote will be cancelled)

Go to Settings -> General

To set up reminder emails about expired quotes for customers, go to Settings -> Customer email notifications

7. Automatically analyzes theme selectors and inserts integrated code using AI

Note: This feature is only needed if the product prices and the "Add to Cart" button are not hidden as configured in Settings.

The reason why product prices and the "Add to Cart" button are not hidden may be because the app is not detecting the theme's CSS selectors that govern these elements (the theme is faulty or has been customized and does not meet Shopify's standard structure).

In the app backend, go to Integrate Theme -> Select theme (the app must be enabled for the theme) -> Click the "Analyze Theme" button in the Auto-Detect Theme Selectors section.

The app uses AI to detect CSS selectors that influence product pricing, and "Add to cart" button on the theme to be added to the app's settings to enable the app to perform hidden tasks.

After the app has detected the selectors, click the "Apply to Settings" button.