Create & Edit quote form
1. Ceate a quote form
The application automatically generated a form with basic fields. You can completely personalize by editing this form.
To edit the form, go to Quote Form in the left menu.
2. Active form & Set the display rules
In this tab, you can set the display rules for the Quote button and form.
All Products: Display quote form/button on all products
Choose Products: Display quote form/button on selected products
Choose Collections: Display quote form/button on selected collections
Conditions: Select display rules by vendor, product types, product tags, out of stock...
Show by language: Select the language you want to display the form/button quote if the store uses multiple languages
Show by country: Select the country where you want to display the quote form/button
Show by Customer tag: Show or not show quote form/button for tagged customers (this option is only suitable for logged in customers)
Display quote button in product page
Display quote form in product page (This option only applies to Quick quote mode)
3. Form fields
At this tab, you add custom fields to the form according to your needs. The application has automatically created the basic fields, you can completely edit or delete these fields.
Add validations to the field
To do this, go to Edit field -> Validations
At this tab, you can set required field or add other required attributes such as: url, date, number, min, max, text length, phoneUS, etc.
4. Form styles
At this tab, you can customize the design for the form, the fields. You can also personalize the design by adding your own css code in the Custom CSS box.
5. Email settings
In this tab, you set up the email to receive notifications when the form is submitted, the email content is sent to the store owner, and the email content is sent to the customer.
You need to pay attention to completely and correctly fill in the required information fields so that sending and receiving emails after the customer submits the form goes smoothly.
You can set up automatic emails to send to form submitters and direct customers to any landing page after the form is submitted.
6. Customer email notifications
In this tab, you edit email content to customers when the quote is updated.
7. Email integrations
You can integrate quote form with UP TO 11 of THE MOST POPULAR EMAIL SERVICES for your email marketing campaigns.
7.1 Integrate form with Zapier
Log in to Zapier account
Create new Zap
Go to Trigger -> Webhook -> Get the Webhook URL (must select the type of URL you want)
Copy and paste this URL into the Webhook box in the Quote app and click the Connect button.
7.2. Integrate form with Zoho CRM
Create the "Server based Applications"
Homepage URL: web domain
Authorized Redirect URIs: https://{domain}/apps/request-a-quote/zoho/callback
Open URL: https://{domain}/apps/request-a-quote/zoho/connect?form_id={formId} (Please be sure to fill in the correct ID quote form)
Check "I allow new api domain to access..." -> Click the Accept button
A success message is displayed and you have a Token to connect
Copy and paste the Client ID and Client Secret into the corresponding fields in the Quote application -> click the Connect button
8. Results
After completing the form setup, you will get the form displayed as follows:
8.1 Quick quote mode
8.2 Add to quote mode
9. View quote history
To make it possible for customers to review all quote requests they have submitted, store owners can use the following link to create a navigation menu: https://yourwebsitedomain/apps/request-a-quote/history
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