Settings
This step needs to be done after you have finished creating the quote form.
Last updated
This step needs to be done after you have finished creating the quote form.
Last updated
In this tab, you can enable/disable the application, switch the feature from Add to quote to Quick quote and vice versa.
Add to quote: Add the product to a quote list (The quote list can be viewed by clicking the View Quote button or by going to the link: https://yourdomain/apps/request-a-quote/index)
Quick quote: Request a quote for a product
You can also hide the add to cart button and the price of the product, select how to add quote button/form to the store. In Settings -> General, you can also enable a special features: Approve Quotes Automatically, automatically create the draft order and send invoice email.
If you only want to hide prices for products without showing buttons or forms, then follow these steps:
Go to Settings -> General
Enable Hide price
Enable Hide Quote button on Collection
Enable Hide Quote button/form on Product
To apply the feature to any product or collection, you need to go to Quote Form -> Display Rules to set up according to the rules you want.
If you want customers to be logged in to see the prices of the products, follow these steps:
Go to Settings -> General
Enable Login to see price
To apply the feature to any product or collection, you need to go to Quote Form -> Display Rules to set up according to the rules you want.
When the feature is applied, a Login to see price button will appear on each applicable product. You can completely customize the text for this button.
This setting only applies to logged in customers.
Go to Quote forms -> Edit form -> Active form -> Show button/form on: -> Show by Customer tag -> Enter the tags of the customer groups you want to apply
By default, when adding a product to a quote, its quantity is 1. If you want to allow customers to change the quantity of a product added to the quote, turn on the Quote Item Quantify feature in Settings -> General -> Check the Quote item quantity option.
After enabling this feature, the quote form will display a field so that the customer can change the quantity of the product.
This feature helps store owners know which source customers come to the product from.
To enable this feature, go to Settings -> General -> then check the "Tracking UTM source" option.
The format of a url that includes the UTM tracking parameter: https://storeify-quick-quote-demo.myshopify.com/products/the-multi-location-snowboard?utm_source=google_ads
To see the traffic source, go to Quote Submissions -> View quote -> Info
At this tab, you can translate to your desired language. The default language is English. Especially the application also supports multi-language feature.
In this tab, you create email messages to notify customers automatically whenever the quote's status changes .
{quote_id}: Quote ID
{quote_created_time}: Quote created time
{customer_name}: Customer name
{store_name}: Your store name
{table_product}: The table displays the list of products in Quote
{message}: The content you enter in the Message to Customer box when you edit the Quote
At this tab, you can configure your own email server service. In some cases, when you use the application's email server, emails sent to you or your customers may end up in the spam box. To prevent this, you should use your own email server and see the provider's parameters to fill in this section.
In this guide, we will use a Gmail address to setup SMTP.
Important: To create an app password, you need 2-Step Verification on your Google Account.
If you use 2-Step-Verification and get a "password incorrect" error when you sign in, you can try to use an app password.
Go to your Google Account.
Select Security
Under "Signing in to Google," select 2-Step Verification.
At the bottom of the page, select App passwords.
Enter a name that helps you remember where you’ll use the app password.
Select Generate.
To enter the app password, follow the instructions on your screen. The app password is the 16-character code that generates on your device.
Select Done.
Final: Go to the app admin -> Settings -> SMTP and put your Gmail SMTP information
This tab is where you configure the display for the product details table in the email. You can disable/enable display for SKU, Option, Price, QTY, TAX columns.
This feature makes it possible for store owner and customers to print quotes in PDF format.
Then go to Translate -> Scroll down to the PDF Content section -> Edit the content and language of the PDF file
Once the PDF printing feature has been enabled, the customer can print the quote request just submitted via the form.
Please refer to the following instructions: https://quote-guide.storeify.app/quote-submissions#print-quote-to-pdf-after-quote-is-accepted-for-store-owner
Show ‘View quote’ widget: enable if you want to show this button. This allows customers to see what’s they have added in the quote list. The number of added products is updated in real time, clicking on the widget will bring you to the Quote list page.
Note: Widget setting tab only appears when you use the Add to quote feature (add many products to the quote).
An here is the result
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
