Shipping settings

You can set up configured Shopify shipping rates or customize your own shipping rates, which are displayed in the Quote Form for your customers. In Cost Management tab, please switch to Shipping to access this feature.

1. Use Shopify shipping rates

By selecting this option, you will use the configured Shopify shipping rates for the quote form. Buyers will be able to select the right shipping method for them before quoting.

Important note:

1. Customers must fill in the Shipping address, including Country, State, and Zip Code, to see the Shipping method. Therefore, you must enable these fields on your Quote Form, and we recommend setting them as required.
2. You must enable the Price field on the Quote Form in order to display the available shipping methods to customers, allowing them to select their preferred option. If the Price field is not enabled, shipping (and tax) will still be applied to the quote automatically. In this case, the Quote detail will show the default shipping option (the first one configured in your Shopify Shipping settings), even though customers will not see or be able to choose a shipping method on the Quote Form while they are buying

For example: Your store already has a shipping policy configured directly in the Shopify admin. Now these shipping settings can be automatically reflected in the quotes generated through the app instead of being filled manually.

• You set up the Shopify shipping as Standard: đ12 and Same-day Delivery: đ24 for Vietnam market. When a buyer from Vietnam request a quote from your site, they can select the shipping that they want for the quote based on the configured shipping settings which are Standard: đ12 or Same-day Delivery: đ24.

Similarly, if in Shopify setting, you have setup a condition for shipping rates based on the order value already, this conditional pricing will also be applied to the quote submission.

2. Use custom shipping rates by quote value

By selecting this option, you will create a customized shipping rates for the quote form. The shipping cost will automatically apply to them based on the conditions without letting them select the shipping methods.

At the moment, the app only support custom shipping rates by quote subtotal. It means that it depends on the quote subtotal requested by your customers, the right shipping cost will be applied.

For example: the quote subtotal is under $130, the submitted quote will be automatically charged $12 for shipping costs.

Note:

• Regarding the shipping option following Shopify settings, customers must fill the Shipping address including Country, State, Zipcode to be able to see the Shipping method
• Please be aware that this Shipping feature allows your customer to select the preferred shipping from your store. It doesn't mean that previously submitted quotes / manually-created quotes will be applied the Shipping.
• You can still hide the price by turning off the price field in the quote form, but still show the Shipping methods to your customers

Tax settings

You can set up configured Shopify tax rates, which are displayed in the Quote Form for your customers.

• Use Shopify tax rates

By selecting this option, you will use the configured Shopify tax rates for the quote form. Buyers will be applied the right shipping method for them when requesting for quotes.

1. You must enable the Price field on the Quote Form in order to display the available tax to customers. If the Price field is not enabled, tax will still be applied to the quote automatically. In this case, the Quote detail will show the default tax option (the first one configured in your Shopify tax settings), even though customers will not see tax on the Quote Form while they are buying
2. Customers must fill in the Shipping address, including Country, State, and Zip Code, to see the Tax. Therefore, you must enable these fields on your Quote Form, and we recommend setting them as required.

Tax-inclusive pricing

In the case, you are following tax-inclusive business. Please make sure to check the box "include sales tax" in the Shopify Tax admin. Then, Quote Snap will automatically detect that you are following tax-inclusive setup and the tax in the Quote Form will be shown but not added up to the Subtotal.

Also, please make sure that you have selected this in the market that you want to set up the tax-inclusive approach

Then, you can change the Tax label in the form to Tax included. By going to Cost management > Tax > change the label to Tax included or any proper label.

Limitations

Shipping and Tax settings are having some limitations that we are working relentessly on improving:

• Shipping and Tax won't be applied if you use Get Instant Quote

Updated on: 21/11/2025