FAQ
Hide Price
1. Why do I still see the price even if I checked the Hide Price option? → Due to the theme and layout, our app might not be compatible with all. Please reach out to our support team via Live Chat to get this issue resolved. 2. Why do I still see the price in the Quote Pop-Up form? → Please check if you have deselected this option in Pop-up Settings 3. Can we show the Quote Button in the QuickFew readersQuote Button display
1. Quote Button’s display seems wrong Due to the special layouts or themes, our app needs to customize to fit with theme. Send us your Custom Requests or reach out to us via [email protected] or live chat. We’re more than happy to help you. 2. Why do I still see the Add To Cart Button glitches for a few seconds after reloading the page? Add To Cart Button is a function of Shopify so our app can not control 100% and hide it completely if you doFew readersTax in draft order
In Quote detail, you can add tax to your quote and send to your customers price breakdown. But this tax will not show up in draft order created from quote. This tax is automatically made by Shopify based on your business and your location. Estimated tax is only authorized by the payment method, but it is not chargedFew readersEmail Settings
Still wonder how to get notification from our app? 1. Why can't I or the customer receive any notifications of the quote? Please make sure you have configured your email with our app. Settings —General —Email Settings & Integrate —Connect your email 2. Can I send notifications for more than one email/admin? Yes, indeed you can. Go to Template -Email Template -Preheader Settings -Admin and then simplyFew readersQuote Form FAQ
1. I want to connect the request to the account registered/logged-in so they don't need to write their information for each request. → Please go to Collect Quote -Form Builder -select the option Default Value 2. I want to set the min and max for the phone number in Quote Form. Add one more field in Form Builder -Choose Text field -Choose Number. Then you can set the maximum dFew readers
Getting Started
Connect email
Navigation: Others → Email Notification The Email Notification feature allows you to connect your email to receive notifications for new requests and send offer emails to your customers seamlessly. Purpose Receive email notifications for every new quote request. Send offer emails directly to your customers from your connected email account. Steps to Configure Email Notification Access the Email Notification Settings Go to Others iFew readersGet started
Few steps to get started with us! Hide Price Go to Collect Quote -Hide Price Activate RFQ Button Go to Collect Quote -Turn on Request Button for products (all products or any) -Save Go to store to check if your button works well on frontend. You can customize your design here and hide price (https://docs.quoFew readersGoogle Recaptcha Keys
Follow the below steps to create Google reCAPTCHA keys: Step 1: Login to your Google account. Enter your Google reCAPTCHA credentials on the Google reCAPTCHA page. If you don’t already have a Google account, you’ll need to create one before returning to the reCAPTCHA page. Step 2: Go to Google reCaptcha admin console Step 3: Click on the + button, situated at the top right corner (https://storage.crisp.chat/users/helpdesk/website/8Few readers
Other Features
Template
Templates that helps your sale process Email Template There're 3 types of email template you can set up: Auto Reply to Buyer: When your customer submit a request successfully, an auto email will be sent to your customer Admin notification: When your customer submit a request successfully, an auto email will be sent to admin email that you connect here Quotation Email: This is email that you send your cuFew readersGeneral Settings
View Quote section and add custom CSS Email Integration You can connect your email to send offer email or get email for every new request. Auto confirm emails are emails for every new request that are both sent to you (or your admin of your store) and your customers. You can edit your Auto confirm emails in Email Template. (https://docs.quoFew readers
Integration
Integrate with Facebook Pixel
If you would like to track customer's behavior with the Quote button on your store when you run Facebook ads, our app is integrated with the Facebook Multi Pixel app: Link here After installing the pixel app and complete setting, click add to quote will show up as the same conversion event like add to cart:Few readersPage Builder
By seamlessly integrating Quote Snap with Page Builder app, merchants can utilize powerful features such as hiding prices and offering quotation options on any custom pages they create. How to utilize the integration? Install O: Request a Quote ‑ Hide Price Install Page builder app Confige hide price and Quote button display in Quote Snap and see it work seamlessly on pages created by page builder apps. Our integration partner: Install GemPages (https://gempages.net/?ref=Few readers
Advanced features
Webhook setting guide
Your endoint URL: http://webhook.endpoint.url Method: POST CURL Example: Headers: Contains X-QuoteSnap which is an HMAC hash encrypted by SHA256 and serves as the signature from the QuoteSnap Server sent to the Client Server.Few readersTracking UTM source
Know where your traffic comes! Save UTM source from products and show in view quote so you can know exactly how customers found your products. Check this option in Quote Settings Advanced Settings to track UTM source: The product can track the UTM link such as: https://example.myshopify.com/products/lightblue-shirt?utmsource=facebookpost =That indicated the source of the order come frFew readersAutomatically 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. You can create a draft order from a quote manually in Quote detail. Go to Quote Settings menu -Advanced tab, then select this optionFew readersCustomer data synchronize
Choose Quote Settings -Advanced Settings tab =Check option Data synchronization with Shopify Customers All customers' information will be synchronized from Quote info to Shopify Customers profiles. You can also check the orders, spent and customer detail here. (https://storage.crisp.chat/users/helpdeFew readersShow RFQ app in separate page
Go to Quote form builder -Form template Display Select In a separate page Then go to your Online Store -Navigation Choose Menu (or add new Menu) you want to add Request For Quote page. Click add menu item (https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/imageo1bu9a.pnFew readersShow viewed product list
This feature shows all products which viewed by customers before creating the request. So you can have more insight about the customer journey on your store. Go to Quote list -View Quote Detail -Scroll down to see This Customer Also ViewedFew readers
Quote management
Export quote
The Export Quotation PDF feature allows you to generate a PDF version of a quote, customized with your preferred language and details. Steps to Export a Quotation PDF Access the Quote Details Page Navigate to the quote detail. Click the More Actions dropdown. Select Export Quote. Popup Options A popup window will appear with the PDF export options.Few readersCreate a quote manually
Creating a quote manually allows you to personalize quotes for your customers while utilizing tailored customer and product settings. Follow the steps below to create a quote: Access the Create Quote Page Navigate to the Quote List page. Click on the Create A Quote button to begin. Quote Information A. Customer Selection A customer must be selected or created to procFew readersSend quotation email
Sending a proposal email enables you to communicate quotes to customers efficiently, with options to customize the email content and attachments. Steps to Send a Proposal Email Click on "Send Proposal Email" This will open a popup where you can review and edit the email details before sending. Email Fields and Options A. Sender Information From: Displays the sender's emailFew readersCreate draft order
In Quote detail, you can create a quote to a draft order which is auto-synced to your Shopify Orders. Send invoice email When you click Create draft order, you can also send an email with final offer price/invoice will be sent to customer by click "Send Invoice email to notify customer" You can edit email subject anFew readers
SALESPERSON
Create account
Create salesperson account to handle your quote This feature allows you to create multiple salesperson accounts to handle your quote request. With each salesperson, you can set up their basic information (name & email are required) & their permissions to a quote request (at least one permission). You can give yourFew readersSalesperson guide
How a salesperson can handle a quote request A. Accept salesperson invitation If store admin add you in their salesperson team, you'll get a invitation email "Create salesperson account". Click accept invitation to get access to app. (https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/imaFew readersAssign quote
Assign quote You can assign quote to your team in 2 ways: auto and manual A. Auto assignment In Salesperson tab, go to Assignment settings. You have choices to set up your rules for auto assign. Auto assign to admin: This means that all new quotes will be assign to you first. In the quote list, when you click the icon (https://storaFew readersEdit and delete account
On the Salesperson list name, you can click on their name to edit their information or permissions. You cannot change their email after creating. If you want to change their email, create a new salesperson account. After changing your information, click Save. After updating, their link to app will be automatically updated to their new information. (https://storage.crisp.chat/users/helpdesk/websiteFew readers
Main features
1️⃣ Quote Button
This documentation provides a comprehensive guide to configuring the Quote Button, located under: Navigation: Quote Settings -Quote Button. The settings are categorized into two main sections: Logic and Button Appearance. These options are tailored for two types of stores: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores. (https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image1qlj7en.pFew readers3️⃣ Hide "Add to cart" button
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. These settings are tailored for two types of stores: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores. (https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/imagefbowFew readers7️⃣ Quote Form Builder
Quote form is the form that your customer can leave their request information on your store. This form setting for user new version, install app after Dec 20, 2024 A. Form Elements By default, two forms are generated: Step 1 - Product Inquiry: This form is designed to collect product information. You can customize it with dynamic fields to include details like weight, description, and additional notes. Step 2 - Contact Information: This form gathers customer information. FoFew readers2️⃣ Hide Price
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 These settings are designed for two store types: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores. Hide Price Options Define how the prodFew readers8️⃣ Quote management
Manage your request in one place Quote list Quote detail Update quote Quote list Navigation: Submission List In the Quote List, you can see a list of qFew readersQuote form
Quote form is the form that your customer can leave their request information on your store. A. Display 1. Display quote form view This is how you want your Quote form look like. Show in a pop-up Show on a seperate page (https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/imagez61rFew readers6️⃣ Quote History Widget
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. This feature supports: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores. Activate Widget Enable or disable theFew readers4️⃣ Hide Buy Now Button
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. These settings are available for two store types: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores.Few readers
Language Setting
Emails
Customize emails effortlessly with auto language detection and tailored language versions for effective communication. Language Setting This help you change the some defaults information in email. Go to Template -Select your active email -Language settings Note: You can edit your inactive template. When you save your edits, it will be actived and replace your current template. Each languageFew readersQuote PDFs
Customize PDFs effortlessly with auto language detection and tailored language versions for effective communication. Language Setting This help you change the some defaults information in email. Go to Template -Select your active Quote PDF -Language settings Note: You can edit your inactive template. When you save your edits, it will be actived and replace your current template. You can chaFew readers