Settings

This step needs to be done after you have finished creating the quote form.

1. General

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.

1.1 Hide product price only

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

1.4 Change the quantity of 1 product added to the quote

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.

1.5 Tracking UTM source

This feature helps store owners know which source customers come to the product from.

To enable this feature, go to Settings -> General -> Advanced features -> 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 detail (Pen icon)

2. Translate (Multi-language)

The app features AI-powered automatic translation, but before you decide to use this feature, you should know that it will replace all your previously translated text.

At this tab, you can translate to your desired language. The default language is English. Especially the application also supports multi-language feature.

Besides manually translating by filling in the corresponding text fields, you can also use the app's auto-translation feature. By clicking the "Auto translate" button and waiting a few seconds, the app will complete the translation for you.

2.1 Translate form interface

To translate the elements on the form, you need to go to Quote Forms -> Edit -> Form Fields -> Select language in the select box in the upper right corner-> Enter the information in the corresponding language > Click the Save button.

2.2 Translate email

2.2.1. Email notifications for store admin and automated response emails for customers

To translate these emails, you need to go to Quote Forms -> Edit -> Select language in the select box in the upper right corner-> Select "Email settings" tab to translate

2.2.2. Customer email notifications

These are email updates for customers regarding the status of their quote request.

If you only use one form or want to differentiate the email content template between forms (in case you use multiple forms), you can translate directly in the form editor.

To translate these emails, you need to go to Quote Forms -> Edit -> Select language in the select box in the upper right corner-> Select "Customer email notifications" tab to translate

In cases where you use multiple forms but want to use the same email template for all of them, You need to follow these steps:

Go to Quote Forms -> Edit -> Customer email notifications -> Check the option "Use the shared email templates from Settings" (This step needs to be repeated for the other forms).
Go to Settings -> Translate -> Select language -> Scroll down to Email notification Content -> Fill in the email content in the appropriate language.

Note: List of languages created in Translate menu.

3. Customer Email Notifications

If you use multiple quote forms and want to apply a common email template to all of them, we recommend using the settings here. If you only have one form, you should set it up directly within the form.

In this tab, you create email messages to notify customers automatically whenever the quote's status changes (Default language). If the store offers other languages, go to Settings -> Translate to translate emails into those languages.

Use the following short-codes for email content:

{quote_id}: Quote ID
{quote_created_time}: Quote created time
{quote_expire_time}: Quote expire time
{customer_name}: Customer name
{customer_metafield:namespace.key}: Customer information from metafield
{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
{quote_edit_link}: A button link for the customer to view and edit the quote online (requires a draft order to exist)

4. Product Table

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, UTM source, Product note, Metafields.

Displaying "Product note" is available with the Add to quote mode.

Product Note

The Product Note field will appear on the quote list page so that customers can add notes to each product before submitting a quote request.

The store owner can view the product note via:

Email notification

Quote submissions

5. Print PDF

This feature makes it possible for store owner and customers to print quotes in PDF format.

There are two options for creating a PDF template:

5.1 Create PDF template in the Print PDF tab

Enable PDF Template Designer (Create your own professional PDF design template): When this feature is enabled, the PDF template generated by it will take precedence over the PDF template generated in the Translate tab.

If you want to add customer information from metafields into PDF content, you can add the following shortcode to the email content: {customer_metafield:namespace.key}

5.2 Create PDF template in the Translate tab

Go to Translate -> Scroll down to the PDF Content section -> Edit the content and language of the PDF file. Use the explained short-codes to add to the file content.

If you want to add customer information from metafields into PDF content, you can add the following shortcode to the email content: {customer_metafield:namespace.key}

5.3 Print quote to PDF (for customer)

Once the PDF printing feature has been enabled, the customer can print the quote request just submitted via the form.

5.4 Print quote to PDF (for store owner)

Please refer to the following instructions: https://quote-guide.storeify.app/quote-submissions#print-quote-to-pdf-for-store-owner

The app can also automatically generate PDF files for the store owner when a customer submits a form. To activate this feature, go to Settings -> General -> Automation -> Automatically attach PDF quote to merchant notification email -> Tick it.

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

7. Shipping

You can create your own shipping rates or use shipping rates already created in the Shopify store admin to add to the quote form.

8. CSS

This is the section of customizing the interface using CSS code.

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