Request a Quote - FAQs
Embed Request a Quote - Hide Prices app in Shopify new theme version
Please check our gif to follow the guide. Please go to our app and find Settings --Integrate theme--EMBED APP Switch the button into Blue to activate the app. (https://storage.crisp.chat/users/helpdesk/website/83Some readersRequest a Quote - FAQs
1. Quote Button’s display seems wrong Quote Button does not match with other buttons on your website Duplicated Quote Button The mobile version of Quote Button is different from the PC version. → Due to the special layouts or themes, our app needs to customize to fit with theme. Please 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 reloFew readersInstall Request a Quote - Hide Prices
Directly go to this link Request a Quote - Hide Prices to install the app Step 1: Log in your Shopify account in App Store. Click the ADD APP button Step 2: You will then be redirected to your admin page and start installing (https://storage.crisp.chat/uFew readersDashboard
This is where you can check your efficiency with: Total requests for quote Total draft orders Quotes revenue Quotation Conversion Rate Average order value Average items count Salesperson order conversion rate Order breakdown data by countryFew readersRequest For a Quote - Advanced settings
1. Automatically create draft order Automatically create a draft order and send email invoice to customer after they submit their request. 2. Data synchronization with Shopify Customers Note: If you want to use this option, please click here to update permission for the app. You must design your form including the Email field to create new customers. 3. Show viewed product list SFew readersIntegrate with Facebook pixel
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 https://apps.shopify.com/facebook-multi-pixels. After installing the pixel app and complete setting, click add to quote will show up as the same conversion event like add to cart: (https://storage.crisp.chat/users/helpdesk/website/8383e5404a31Few readersHow to properly uninstall Request a Quote app for old customers (install before 2022)
Uninstall app When you uninstall the app, there will be some asset files still there. To completely delete it, you have to find and remove. Go to Shopify admin → Themes → Edit code Then, in the "theme.liquid" file, please search for the code % include 'omgrfqscript' % and delete it. (https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c00Some readersPricing and Refund Policy
We're having 2 options for payment plan: Monthly Yearly color 3022f7 (( You can SAVE 20% with yearly charge)) Please be noted that the discount code is generated and applied specifically for a plan. If you get a discount code for Starter plan. you can not use it for Enterprise plan.Few readers
Request a Quote - Hide Prices Settings for Quote Button
Request For a Quote - display on Featured collection of Homepage
Please be noted that you turned on Embed App in Theme Settings. Please check this document: Embed Request a Quote - Hide Prices app in Shopify new theme version) And ensure check Enable RFQ in collections in the app (Quote Settings -View & Button -View on collection page -EFew readersDisplay Settings - Quote Button Condition
With Display settings tab, you can set up rules for quote button, hide prices feature and other display option related to quote form, quote table,... Create a rule for product that you want to show the "Add to quote" button. Choose one of the three options below: All products Manual Automate Enable "Request for quote" feature for all products. To choose this optionFew readersQuote Settings - View & Button (How the Quote button display on your online store)
In this section, you can change the settings of the Quote button (Position, Style, Text) with the preview. We have options for Quote Button In Product Page, Collection Page and the View Quote button. View on product page There are 5 options to show the Quote button in the position: (https://storage.crFew readersRequest For a Quote - display on collection page
Please be noted that you turned on Embed App in Theme Settings. Next, adjust the number same as collection products per page on your websiteSome readersShow Request For a Quote app in page
If you would like to let the customer enter the products manually into the quote, you can use this function to create a separate page to apply request a quote app. Go to app -- Settings --Advanced --Show RFQ app in page After choose the option and save the setting, you can create a manual quote page by linking your store URL with /apps/request-a-quoFew readersPopup Settings
Quote Form In this section, you can design the Pop-up Form for customers to fill their information. You can add more available fields with the preview next to the Form Field for the best check. Please be noted that: If you want customer doesn’t have to fill information with theFew readersQuote Button is not showing for all products in the Collection (theme 2.0)
Please go to the Theme -Customize -Theme Setting -App Embeds Adjust the number same as collection products per page on your website. If your Collection Page has 24 products per page, please choose the number 24.Few readers
Request a Quote - Hide Prices Settings for Email Notification
Email has not connected yet/ SMTP error with Notification Quote
If your app admin have the warning: "Send email error" like this: Request a quote app updates email encryption, please go to configured email and enter/update the password. Please check our documents to get it fixed: Gmail configuration (https://help.omegatheme.Few readersManage Requests and Quotes
This is where you can check and manage quotes which are sent by your customer: Quote List. Draft Quote. Abandoned Quote. Status There are 4 statuses of quotes that you can see: New: show up new quotes Read: show up quotes that has been read Purchased: show up quotes that have been purchased Cancelled: show up quotes that have been cancelled. Logs: If you have coFew readersGmail Configuration with API
Go to app -Settings -Notification & Template ->Email Settings & Integrate -Choose Account -Gmail with API. 2. Click on Login with Google. Choose account you want to configure to receive quote notification. (https://storage.crisp.chatFew readersGmail configuration
Go to https://myaccount.google.com/lesssecureapps and sign in with your account. You will see the box like this screenshot,PopularHow to get the notifications when have new quote request
In the Notification & template, you can configure your email or connect the app with Zapier to receive a notification when a new quote was created by customers. 1. Email settings To make email sending/ receiving function working, you need to configure the email through SMTP or Google API Step 1: Choose your type of email account and fill in the information. (https://storage.crisp.chat/usersFew readersRequest For a Quote - Admin email template
After configuring email in Email Settings & Integrate, please check Email Template In Admin email template you can add multiple emails to the field to receive new quote notification emails and design how to display a quote form, add/ change/ edit variables for a notification andFew readersRequest For a Quote - Customer Email Template
In Customer email template you can design how to display a quote form (add/ change/ edit variables) for a notification.Few readersRequest For a Quote - PDF templates
You can design the PDF invoice template for your customer here Just in put the require information then you can review the final result on the right sideFew readersZoho mail configuration
The users need to generate and use application specific password when accessing the email account via POP/ IMAP or Active Sync if Two Factor Authentication is enabled for the account. Login to http://www.zoho.com/mail as user Click My Account link at the top to view Zoho Accounts From the left menu, select Security >App passwords. Under the AppFew readersYahoo mail configuration
You'll need to generate and use an app password. An app password is a long, randomly generated code that gives a non-Yahoo app permission to access your Yahoo account. You’ll only need to provide this code once to sign in to your third-party email app. Sign in and go to your Account security page Click Generate app password or Manage app passwords. Select your app from the drop doFew readersAmazon SES mail configuration
Step 1: Create SMTP Credentials To send emails through the Amazon SES SMTP interface, begin by creating SMTP credentials - a user name and a password - as shown below: Log into the AWS Management Console (https://signin.aws.amazon.com/signin?redirecturi=https%3A%2F%2Fconsole.aws.amazon.com%2Fconsole%2Fhome%3Ffromtb%3Dtrue%26hashArgs%3D%2523%26isauthcode%3Dtrue%26state%3DhashArgsFromTBus-east-181cb4f49bd4b9133&clientid=arn%3Aaws%3Asignin%3A%3A%3Aconsole%2Fcanvas&forceMobileApp=0&cFew readersOffice365 mail configuration
Please note that you cannot use Microsoft Security Defaults or multi-factor authentication (MFA), if you are turning on, please turn off this. To disable Security Defaults, please check here To disable MFA, please check here (https://support.microsoft.com/en-us/account-billing/turning-two-step-verification-on-or-off-for-your-microsoft-account-b1a56fc2-caf3-a5a1-f7e3-4309eSome readersRequest For a Quote - Salesman Account
Salesman Account This part allows you to create salesman accounts to generate quote request traffic. Create an account Enable/ disable account Edit an account Delete an account 1. Create an account Step 1: Click on Create Salesman account Step 2: Enter information of the salespersoSome readers
Request a Quote - Hide Prices Settings for Hide Prices
Request a Quote - Hide Prices Draft Order
Create an Offer - Create a Draft Order Manually.
This function is to convert the quote into a draft order once the deal between you and the customer is agreed. Go to the quote that you want to convert, click “Create offer” button: Fill in the additional fields: message, add discounts, shipping cost or quote id (optional) then click “Create offer” (https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/anh-chup-Few readersCreate a Draft Order Automatically and Send Email Invoice to customer.
To create a Draft Order Automatically and Send Email Invoice to customer, please go to the app --Settings --Advanced --Automatically create draft order And do not forget to check this part: Send Notification to customer in Notification QuoteFew readers