Getting Started
🌟 About Quote Snap
Collect more requests & convert more requests to sales with a powerful platform designed for eCommerce. A comprehensive Quote tool With a gentle touch of Quote Snap, we put a little magic on your sales process: Collect requests more easily from customers with customized tools for your store Manage more orders in less time with Beautiful templates for sale kits: email, invoices, etc. Sale at the right time with the right person, with real-time notifications for yourSome readers🚀 Getting Started
A few steps to get started with us! Hide Price Go to Collect Quote -> Hide Price || Quote help: *If the quote button and hiding price don't work on your storefront as you wish, please contact our CS team through live chat or email: [email protected] Activate RFQ Button Go to **Collect Quote -> Turn on Request Button for products (all productsPopular🚀 App overview
See what you've got! Let's take a tour around our app to see what you've got. Quote settings All you need to get your store prepared for customers to request for quote/ask for price Quote Button Hide Price Hide "Add to cart" Button [Hide Buy Now Button](https://help.omegaFew readersConnect 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 1. Access the Email Notification Settings Go to Others in the navigation meSome readersGoogle Recaptcha Keys
Follow the steps below to create Google reCAPTCHA keys: Step 1: Log in 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  button directly on the Shopify Checkout page. This gives customers the option to request a quote instead of completing payment at checkout. 2. QuoteFew readersSmart automation
Introduction Smart automation gives you a single place to design and automate the entire customer experience, from quote submission through to payment, without having to hunt through multiple settings sections. How to access Smart automation is accessible directly from the app homepage. Click Get started in the Smart automation section to open the configuration modal. Smart automation Modal  Define where the Quote Button will appear within your store. Configuration Options: Check Boxes: Product Page: Display the button on individual product pages.PopularHide Price Settings
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 1. Hide Price Options Define how the product price is hidden. Options (Radio Buttons): No, do not hide price: Prices remain visible. Hide price only: Prices are hidden without any replacement text. Hide price and show text: Prices are hidden, and a custom text is displayedSome readersHide "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. 1. Select Option Choose whether to hide the "Add to Cart" button. Options: No, do not hide Add to Cart button: The button remains visible on all applicable pages. Yes, hide Add to Cart button: The button will be hidden based on thSome readersHide 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. 1. Select Option Decide whether to hide the "Buy Now" button. Options: No, do not hide Buy Now button: The "Buy Now" button will remain visible on all applicable pages. Yes, hide Buy Now button: The "Buy Now" button will be hidden based on thSome readersQuote Cart Widget
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. 1. Activate Widget Enable or disable the Quote Cart Widget. Activate Widget: A checkbox option to enable the quote cart widget. When unchecked, the widget will not appear on the store.  Basic number Total quote value: The cumulative value of all quotes issued (received from storefront and created manually in the admin) Total quote: Total quotes that have been submFew readersCustomer Account
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. 1. Enable Customer Account The Customer Account feature is introduced through Shopify’s New Customer Account Extension UI. This feature allows merchants to create blocks and pages within the Customer Account section. To enable this feature in your store, you must activate itSome readersCost management: Shipping & Tax Settings
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. 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. || Shipping options appear in Step 2 of the QuoteFew readersCost management: Discount settings
Offer discounts on your order Important Note Before creating a discount, you must follow these instructions to ensure the discount is displayed correctly. Note 1: Ensure that the Quote Form is set up correctly From your Quote Snap app > Quote Form Builder > Step 2: Contact info > Product list > Check the Product Price box > Save Note 2: Ensure that your Auto-Response & AdmiFew readersOthers
Set up general settings such as Email Notification, PDF Template, Sync Data, Other Notification, and CSS Email Notification Manage and configure email notifications and templates used to send to your admin & buyers after a quote is submitted. || 📌 You need to connect your email to be able to send or receive emails To connect your email account, you can choose these options: Sign in with Google Gmail SMTP Sign in with Office 365 Other If you have any difficulties connectingFew readers
Language Settings
Quote PDFs
Customize PDFs effortlessly with auto language detection and tailored language versions for effective communication. 1. Multi-Language At the initiation, a default language, British/English, is preset. You can add 1 ore more language version to the PDF template. Each language version contains a distinct list of text labels via PDF template, displayed in the form of text fields. Each languagSome readersEmails
Customize emails effortlessly with auto language detection and tailored language versions for effective communication. 1. Language Setting This help you change the some defaults information in email. This works on** Auto-response 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 activated and replace your current template.  collects, uses, and shares information about you when you use our Quote Snap app (the "App"). By using the App, you agree to the terms of this Privacy Policy. 1. Information We Collect We may collect the following types of information when you use the App: Information you provide to us: We may collect information you provide to us, such as your name, email address, and any other information you choose to provide whenFew readersChange Log
Discover all recent updates, new tools, improvements, and resolved issues for Quote Snap. Keep up with the latest enhancements to optimize your experience with the app. 1. Nov 11: Form B2B Translation You can now personalize the labels and placeholders for each field in their forms, allowing for more flexible customization to fit the language and preferences of your market. Additionally, you can show or hide specific fields, such as B2B Shipping Address, Company Information, Billing AddreFew readers