Create & Edit quote form

1. Create 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 (scroll down to the bottom).

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 also can set up automatic emails to send to form submitters 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

7.1 Shopify customers

Create customer after submitted form : Add the person who submitted the form to the store's customer list.

  • If "Verified email" is checked: Shopify's confirmation email feature is enabled, an email will be sent to the form submitter.

  • If "Send email invite" is checked: enable the Shopify feature of sending email invitations to become store customers, this customer will have an account and password to access the store.

7.2 Shopify draft order

You can add all form field data to order notes.

7.3 Email service list

You can integrate quote form with UP TO 11 of THE MOST POPULAR EMAIL SERVICES for your email marketing campaigns.

7.4 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.

7.5 Integrate form with Zoho CRM

  • Copy and paste the Client ID and Client Secret into the corresponding fields in the Quote application -> click the Connect button

8. Translate

In this tab you can translate the form title, description, button label, success message.

Note: List of languages ​​created in Translate tab in Settings.

9. Results

After completing the form setup, you will get the form displayed as follows:

9.1 Quick quote mode

9.2 Add to quote mode

10. 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

Quote detail
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