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Quote settings B2B

Set up your Request A Quote button on your store

📚 Table of Contents


  1. Important note


  1. The default rule


  1. Logic Settings

  1.1 Display Button in What Position? (Button Position)

  1.2 Display Button for What Products? (Product Conditions)

  1.3 Click the Button to (Button Actions)


  1. Appearance Settings


This documentation provides a comprehensive guide to configuring the Quote Button, located under:

  • Navigation: Quote Settings



📌 You can only create 5 quote rules. Contact us if you want to create more than 5 quote rules.


Important note


The Quote button feature is fully compatible with Shopify Markets. To utilize the Quote feature, please set up your Shopify Markets first.


Shopify Markets is a feature that helps you manage and sell to different customer groups or regions from a single Shopify store. It allows you to create markets and submarkets, customize product catalogs, currencies, and themes for each market, and manage international selling more efficiently.


You can manage your markets by going to your Shopify admin and navigating to Markets.



Duplicate error

  • The system will not allow you to create a rule if it duplicates an existing rule.

The system will define a duplicated rule when:


  1. You are selecting "All B2B logged-in customers" for both rules, and selecting the same Markets (the Market is selected in existing rules). > Duplicated

For example:

  • Rule 1: Select Japan market, UK market + All B2B logged-in customers. and now you are defining Rule 2: Select UK market + All B2B logged-in customers > Duplicated the UK market even rule 1 you are also selecting the Japan market.
  • Rule 1: Select UK market + All B2B logged-in customers. and now you are defining Rule 2: Select UK market + All B2B logged-in customers > Duplicated the UK market
  • Rule 1: Select UK market + All B2B logged-in customers. and now you are defining Rule 2: Select UK market + B2B logged-in customers with tags: b2b > NOT duplicated


  1. You are selecting "B2B logged-in customers with tags" and giving the same tags, and selecting the same Market > Duplicated

For example:

  • Rule 1: Select UK market + B2B logged-in customers with tags: b2b, and now you are defining Rule 2: Select UK market + B2B logged-in customers with tags: b2b > Duplicated the tag
  • Rule 1: Select UK market + B2B logged-in customers with tags: b2b, wholesale and now you are defining Rule 2: Select UK market + B2B logged-in customers with tags: b2b > Duplicated the tag b2b even in rule 1 you are having 2 tags: b2b, wholesale
  • Rule 1: Select UK market + B2B logged-in customers with tags: b2b, and now you are defining Rule 2: Select UK market + B2B logged-in customers with tags: wholesale > NOT duplicated


The default rule


Specific rules can override the default rule


The default quote rule:

  • The default rule is created to help you set up the rule quicker. You can't delete the default rule, but you can deactivate or edit the rule.
  • The default rule will apply on your selected customers from All markets



Create a Quote rule


  • To create a quote rule, please click the "Create rule" button.
  • Before setting up the logic, you have to fill the Name and select the Region markets that you want to apply the quote rule.



  • After selecting specific markets, you can control which types of customers see the Quote button, where the button appears on your store, which products display it, how the button behaves when clicked, and how it looks on your storefront.


Logic settings


1. Who will see this button


Define types of customers see the quote button.


You will be able to select:

  • All B2B logged-in customers: B2B logged-in customers are configured by merchants in the Shopify Customers section. Merchants can create Companies and then add Customers under those companies. These customers are recognized as B2B logged-in customers.


B2B logged-in customers is different from normal logged-in customers since normal logged-in customers is not included in any Companies. Normal logged-in customers won't be applied.


  • B2B logged-in customers with tags: B2B logged-in customers that you have added tags.



Note: You can create two rules for the same market, but each rule must target a different type of customer.


For example:

  • You cannot create two rules for the UK market that both apply to All B2B logged-in customers. However, you can create two rules for the UK market if one applies to All B2B logged-in customers and the other targets B2B logged-in customers with specific tags.


Please check the Duplicate error section above to read more.


Note: A specific customer is only applied one rule. Why?


For example: you have many customers from different companies in Vietnam. You might set a tag for one of them, such as Xipat tag: xipat


Now you create Rule 1: Select Vietnam market + All logged-in B2B customers, Rule 2: Select Vietnam market + B2B logged-in customers with tags: xipat


>> Xipat customers will be applied rule 2, while other customers from Vietnam will be applied rule 1


2. Display button in what position? (Button Position)


Define where the Quote Button will appear within your store.


💡 You can use the Preview on the right to ensure your changes look good on your stores


Step 1: Check Boxes:


  • Product Page: Display the button on individual product pages.
  • Catalog/Collection Page: Display the button on collection or catalog pages.
  • Cart Page: Display the button on the cart page.


Note:


📌 You can select Product Page and Catalog/Collection Page at the same time.


📌 If Cart Page is selected, both Product Page and Catalog/Collection Page will be disabled.


Select Product Page / Catalog page

Select Cart Page



Step 2: Dropdown: Select Position


Choose the exact position where the button will appear on the selected pages ("Under Add to Cart", "Under product title", "Under product price", "Under product description", "Position of your choice" , ...).


There are 2 cases which are:


If you choose the options to display the quote button on Product Page or Catalog/Collection page, you can select these positions including:



If you choose the options to display the quote button on Cart page, you can select 2 positions including:

  • Under Checkout button
  • Above Checkout button



3. Display button for what products? (Product Condition)


Control which products display the Quote Button.


Options (Radio Buttons):


  1. All Products: Show the button on all products in the store.
  2. Selected Products: Show the button only on specific products you define.
  3. Selected Collections: Show the button for products in selected collections.
  4. Custom Conditions: Show the button for products meeting specific criteria (Product Title, Product Type, Product Vendor, Product Price, Product Tag, Inventory Quantity, Created/Published Time). Example: If the condition is Product Price greater than 0, the button will display on all products priced above 0.


Display the quote button for all products


Display the quote button for selected products


Display the quote button for selected collections


Display the quote button with custom conditions


4. Click the button to (Button Actions)


Define the action triggered when a customer clicks the Quote Button.


Options (Radio Buttons):


  1. Display Inquiry Popup: Opens a popup form
  2. Direct to Request For Quote Page: Redirects customers to a new page




Appearance Settings


Customize the look and feel of the Quote Button to align with your store’s branding.


Customization Options:

  • Text Format: Define the text displayed on the button, adjust font size, style, weight, and color.
  • **Button: **Adjust corner radius, border, and button color.
  • Shadow: Add or modify shadows to create a 3D effect.
  • Hover Effects: Configure how the button changes when hovered over (e.g., color change, size adjustment).


Adjust button appearance

Congrats!


You've finished setting up the quote button. You can explore yourself for more customization of your own store.


📌 If you have any further concerns, please contact our CS team through live chat or email: [email protected]


Updated on: 22/10/2025

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