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
Get 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 readersConnect email
By connecting your email, you can get emails for every new requests & send offer email to your customers. Go to Email notification menu Select your type of email you want to connect. If you're using Gmail, select Sign in with Google or Gmail SMTP while it's not recommended). If you're using Office 365 email, select Sign in with Office 365. All other types of email go to Others. Choose your methoFew 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 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 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 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 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 readers
Quote management
Create a quote manually
In Quote list page, click Create a quote. Select products for your quote You can search by product name or click Browse. You can also select your product variants. Then click Add. Adjust number of product in your quoteFew readersSend quotation email
In each quote, you can send quotation email or you can call this offer email to customer. You can change your email template here. In Quote detail, after set up your offer price to customer, click Send email. In this email settings, you can edit how you senFew 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 subjecFew readersExport quote
Export quote helps you download a quote PDF to your device. In Quote detail, click More actions -Export quote. Or click Export PDF in process banner. (Learn more about Quote to order process.) You can also add note in your PDF for your customer. This is how merchant note shows up in your Quotation PDF. (httpFew 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 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 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 readers
Main features
Customize hide price
Customize hide price If Hide Price feature doesn't work, please manually identify price element in your storefront with editing mode. This happens if your website theme is customized and not common. Also, if your price is on other pages, you can select its position manually by insert the position of price on your page. This requires coding knowledge. If you have any concerns, please contact withFew readersEnable Request for Quote button
Show Quote buttons for your storefront Display You can add Quote button on your product page (as in our preview) & collection page. Collection page here is the page that list all of your products, not the page that shows all your collections of product. Your page can be named as Product page, All products, Catalog, etc. You can select where the Quote button will display on your page: Under Add to cart Under product title Under product price Under product descriptionFew readersHide product price
Go to Collect Quote -Hide Price tab. Here you can set up to hide price of any products as you want on product page or collection page. Collection page here is the page that list all of your products, not the page that shows all your collections of product. Your page can be named as Product page, All products, Catalog, etc. These are 4 display options of "hide price" you can select. Display option Hide price only Hide price and show text. You can show text like "Reach me atFew readersSet up B2B login to see price
In Hide price tab, set Display Option -Apply for customers. This will hide price to all visitors.Few readersHide "Add to cart" button
You can hide add to cart on product page & collection page. Display Condition: You can hide "add to cart" button to all products that you add Quote button. Select "Same condition with RQF button". Also you can set up new condition for hiding "Add to cart" button. For products You can hide "AddFew readersQuote management
Manage your request in one place Quote list Quote detail 1. Quote list In the Quote List, you can see a list of quote requests with basic information: name, status and created date. Now take a overall look to see what you can do.Few 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 readersQuote Form Builder (New Version)
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 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
Quote form
Empty page
This is the form after your customer delete all the products in their request. This is also how your Quote cart looks like when you turn on Quote cart to empty list. You can edit content and turn on/off image here.Few readersQuote cart
Quote Cart This helps your customer see their request while they haven't submitted request yet and still go shopping around on your website. You can edit how it looks with our setting here. Display You can select position of your Quote cart. If you put your Quote cart button on the left or thFew readersThank you page
This is the form after your customer successfully submit the request. You can edit content and turn on/off image here.Few readersHistory quote
History quote is available for users who already logged in your website to see their submitted request.Few readers