Set up general settings such as Email Notification, PDF Template, Sync Data, Other Notification, and CSS

Email Notification

Manage and configure email notifications and templates used to send to your admin & buyers after a quote is submitted.

To connect your email account, you can choose these options:

1. Sign in with Google
2. Gmail SMTP
3. Sign in with Office 365
4. Other

If you have any difficulties connecting to your email, please review these documents:

• How to set up Sign in with Google, Gmail SMTP, Sign in with Office 365, Instructions for Other

To disconnect this email account, click the "Disconnect" button on the right.

PDF Template

1. PDF Template

Quote PDF

Test Export: Click this to preview how your current quote template looks as a PDF.

Options:

1. Style – Customize fonts, colors, logos, etc.

2. Content – Edit text elements and details shown

Quotation info – Show quotation info including Quotation number, Created Date, Due Date, Show discount rate, Show shipping rate

Customer info – Show customer info including Contact person info, Company info, Shipping address, Payment terms, Quote inquiry info

Product info – Show product info including SKU, Variant, Wished Price, Property, Quantity, Total

Store info – Show store info including Store name, Email, Company name, Address, Zip code, Phone number, Tax number, Registration number

3. Section – Add sections under your Quote PDF

4. Translation – Customize PDFs effortlessly with auto language detection and tailored language versions for effective communication.

At the initiation, a default language, English, is preset. You can add 1 or more language version to the PDF template. Each language version contains a distinct list of text labels via PDF template, displayed in the form of text fields.

Add a language version 

You can add 1 or more language versions by clicking on the ➕ icon on the right of the language tabs. As a result of adding more language versions with this feature, the Quote Detail feature will present these options while you are trying to export a quote to PDF

Set a language version as default

When a language version is marked as ‘Set as default’, it will be automatically chosen as the default language for the quote PDF when you try to export one.

Edit text labels on a language version 

You can adjust or delete all text labels on the PDF template to align with the chosen language.

Auto Detect Language

When activated, this feature automatically identifies and recommends the language used by customers submitting the quote requests, during the process of exporting a quote to PDF. The language identification technique is based on the customers' locates (IP).

In the case that you are going to export the Quote PDF but your customers come from a country that you haven't set up the language, you will receive this alert

Invoice PDF

You will have options to edit Invoice PDF's content:

1. Header
2. Style
3. Supplier
4. Customer
5. Product Table
6. Total
7. Note
8. Footer
9. Section

Sync Data & Automatically create draft order

Configure automatic synchronization of quote and customer data with third-party platforms. This ensures your systems remain up-to-date with quote activity.

1. Shopify

There are 3 settings available for Shopify integration in the application including:

1. Auto create draft order: This feature helps you to convert the quote into a draft order once your deal is closed. A draft order will be auto synced in your Shopify data.

2. Auto send Invoice email: This feature helps you to automatically send invoice email when a draft order is created

3. Sync quote info to Shopify draft order: This feature helps you pull selected information to draft order's Note field everytime you create a draft order

2. Mailchimp

You can sync all customer's info to Mailchimp.

3. Hubspot

You can sync customer data and quote data to Hubspot

4. Other systems

You can sync data to other systems using Webhook

Other Notifications

Configure external notifications and set up quote reminder alerts.

1. Notification

This section allows you to choose a third-party platform (Slack or Telegram) to receive notifications when certain events occur.

Slack

You are required to set up webhooks in your system

Telegram

You are required to check the box and input BOT token and Chat ID

2. Quote Reminder

This feature sends reminder emails to your email if a quote remains unchecked after a specified duration.

Select a Time Range:

Choose one of the following options based on your preference:

• No, do not remind (Default option): No reminder emails will be sent.
• 3 hours after submission: Sends a reminder email 3 hours after a quote is submitted but not reviewed.
• 6 hours after submission: Sends a reminder after 6 hours.
• 12 hours after submission: Sends a reminder after 12 hours.

Notes:

• Only one time range can be active at a time.
• Reminder emails will be sent to the registered email address associated with your account.

CSS

You can write your custom CSS by using CSS setting,

Members and permission

You can create your sales team and assign submitted quotes to them by using this feature.

1. Add new member

You can input information: Name, Email, Phone, Avatar and grant them permissions (All Permisisons or Customise Permissions)

• Customise permissions includes Update/Create/Send/Export quotes, Create Draft Order, Cancle quote, Delete quote

2. Assign rules

There are four rules that you can choose:

• Auto assign to admin

The system assigns quotes to the administrator upon creation.

• System Randomly Assign

The system assigns random quotes to members when creating a quote.

• From least busy to most busy member

The system assigns quotes to members with fewer quotes automatically.

• Customize quote assignments (Based on Product / Quote / Customer)

You can customize your quote assignments

Quote and PDF Format

You can change the Quote ID format, and make sure to preview the change before saving

Similarly, you can change the PDF Invoice and quote format.

Congrats!

You've finished exploring General Settings. You can explore yourself for more customization of your own store.

Updated on: 07/09/2025