Main features
Quote settings B2B
Set up your Request A Quote button on your store
📚 Table of Contents
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)
Appearance Settings
TFew readersHide Price B2B
The Hide Price feature allows store owners to control product price visibility under specific conditions. You can configure this feature under:
Navigation: Quote Settings -Hide Price
📚 Table of Contents
Hide Price Options
Hide Price on What Position?
Hide Price on What Products?
1. Hide Price Options
Define how the product price is hidden.
OptionFew readersHide "Add to cart" button B2B
The Hide Add to Cart Button feature enables store owners to control the visibility of the "Add to Cart" button based on predefined conditions. You can configure this feature under:
Navigation: Quote Settings -Hide Add to Cart Button.
📚 Table of Contents
Select Option
Select Display Logic
1. Select Option
Choose whether to hide the "Add to Cart" button.
Options:
No, do not hide Add to Cart buttonFew readersHide Buy Now Button B2B
The Hide Buy Now Button feature allows store owners to manage the visibility of the "Buy Now" button according to specific conditions. You can configure this feature under:
Navigation: Quote Settings -Hide Buy Now Button.
Table of Contents
Select Option
Select Display Logic
1. Select Option
Decide whether to hide the "Buy Now" button.
Options:
No, Do not hide Buy Now button: The "Buy Now" buttFew readersQuote Cart Widget B2B
The Quote Cart Widget feature enables store owners to customize and activate a quote cart widget, allowing customers to manage their quote requests conveniently. Configuration is available under:
Navigation: Quote Settings -Quote Cart Widget.
📚 Table of Contents
Activate Widget
Display Rules
Widget Appearance
1. Activate Widget
Enable or disable the Quote Cart Widget.
ActiFew readersQuote History Widget B2B
The Quote History Widget feature allows store owners to provide customers with quick access to their quote history. Configuration options are available under:
Navigation: Quote Settings -Quote History Widget.
📚 Table of Contents
Activate Widget
Display Rules
Widget Appearance
1. Activate Widget
Enable or disable the Quote History Widget.
Activate Widget: A checkbox to actFew readersQuote Form Builder B2B
Quote form is the form that your customer can leave their request information at your store.
📚 Table of Contents
Form Elements
1.1. Step 1 – Product Inquiry
1.2. Step 2 – ContaFew readersQuote management B2B
Manage your request in one place
Navigation: Submission List
Table of Contents
Submission List
1.1. View Quote
1.2. Search Quote
1.3. Filter Quote
1.4. Export Quote
1.5. Create Quote
Quote Status Definitions (1-list-of-quote-stFew readersGeneral Settings B2B
Set up general settings such as Email Notification, PDF Template, Sync Data, Other Notification, and CSS
Table of Contents
Email Notification
PDF Template
2.1. PDF Template
2.1.1. Quote PDF
2.1.2. Invoice PDF
2.2. PDF name format
Sync Data & Auto Draft Orders
3.1. Shopify Integration (3-1-Few readersDiscount settings B2B
Set up discount rules for different customer groups or product lines.
📚 Table of Contents
Important Notes
1.1. Quote Form Setup
1.2. Quote Info in Emails
1.2.1. Auto-response Email
1.2.2. Admin Email
Start Creating a Discount
2.1. General Information (3-1-general-informaFew readersCustomer Account B2B
The Customer Account Feature allows you to set permissions for your customers, enabling them to effortlessly manage their quotes, accept or reject proposals, export quotes, and review details—all in one place.
📚 Table of Contents
Enable Customer Account
Config Permission
Translation
Enable Customer Account
The Customer Account feature is introduced through Shopify’s New Customer Account ExtensFew readers
